Revenue Assurance Coordinator

Sales Order Review & Revenue Assurance

• Create new sales orders in ERP.
• Create job jacket files using established checklists.
• Review all job jacket documents according to established procedures.
• Perform comprehensive sales order audits.
• Calculate and enter correct revenue on sales orders.
• Verify customer purchase orders align with written sales agreements and buyer selections.
• Ensure sales order margin is within tolerance.
• Investigate margin variances and work with operational teams to resolve discrepancies.
• Verify sales order revenue and margin post-installation.

Customer & Cross-Functional Coordination

• Coordinate with customers and internal sales teams to resolve purchase order issues.
• Escalate purchase order or cost issues to regional finance and operations management.
• Verify that customer purchase order issues have been resolved.

Documentation, Tracking & Reporting

• Maintain current job documents within document storage systems.
• Track all sales orders with purchase order or cost issues.
• Provide regular updates to management on progress resolving sales order issues.
• Release sales orders to Finance for revenue recognition and invoice transmittal.

Training & Continuous Improvement

• Assist with the training and onboarding of other Revenue Assurance team members.
• Support adherence to standard operating procedures and continuous improvement initiatives.