Overview:

The Lead Revenue Specialist is responsible for managing all aspects of the financial inventory for a diverse portfolio of partners. This role involves full ownership of the portfolio through the execution and management of Work in Progress (WIP), billing, and collections. A highly visible position, this role requires collaboration with internal teams, partners, and clients to achieve optimal portfolio management. Success in this position demands a strong commitment to service and operational excellence, critical thinking, problem-solving, communication, and innovation.

Responsibilities:

• Collaborate directly with partners to ensure effective execution and management of WIP, billing, and collections.
• Provide solution-focused responses to inquiries, resolving them swiftly and efficiently.
• Attain a thorough understanding of assigned portfolios to minimize partner involvement in operational details.
• Prioritize and schedule work independently to meet client and partner expectations.
• Prepare and execute client invoices accurately and on time.
• Ensure compliance with all client or third-party invoicing requirements.
• Work directly with clients to secure timely and complete payment of invoices.
• Resolve invoicing and collection disputes promptly.
• Maintain current documentation of statuses, action plans, and processes.
• Monitor, analyze, and take action on inventory balances using data-driven insights.
• Develop innovative approaches to enhance operational efficiency and effectiveness.
• Build and maintain strong relationships with partners, clients, and internal colleagues.
• Master existing systems and contribute to the development and testing of new tools and applications.
• Train new team members and support their onboarding.
• Complete special projects and additional tasks as assigned.

Qualifications:

Education/Training/Certifications:

• Bachelor’s degree preferred. Equivalent combinations of education and experience will be considered.

Professional Experience:

• Professional services revenue management experience required.
• Billing experience required.
• At least three years of professional experience preferred.

Technical Skills:

• Technological proficiency required.
• Advanced command of Microsoft Office Suite, especially Excel (e.g., lookups, SUMIF, pivot tables).
• Ability to quickly learn and adapt to new software applications.

Performance Traits:

• Strong customer service orientation and a commitment to innovation and excellence.
• Meticulous attention to detail and a focus on quality and accuracy.
• Exceptional critical thinking, analytical, and problem-solving skills.
• Effective communication skills, both verbal and written.
• Proactive, collaborative, and team-oriented mindset.
• Strong organizational and prioritization abilities with a drive to meet deadlines.
• Ownership and accountability for work output and decision-making.
• Demonstrated professional judgment and follow-through.

This position offers the opportunity to work in a dynamic and collaborative environment, directly impacting operational and financial outcomes for key stakeholders.