Revenue Operations Specialist

What You Will Do

• Travel & Operational Expense Management
• Review and process travel-related expenses, including provider travel, credentialing expenses, and other operational expenses.
• Validate expense documentation and ensure expenses are appropriately coded and associated with the correct assignment or provider.
• Cook with internal teams and external vendors to resolve expense discrepancies and exceptions.
• Support ongoing efforts to automate expense intake and validation processes.
• Time and Expense Processing
• Review provider time and expense submissions for completeness, accuracy, and compliance with company policies.
• Validate submissions against assignment details, rates, schedules, and supporting documentation.
• Monitor and follow up on missing, incomplete, or incorrect submissions.
• Support process improvements designed to reduce manual effort and increase automation.
• Pay & Invoice Accuracy Support
• Support accurate provider pay and client invoicing by validating time, expense, and related operational data.
• Research and resolve discrepancies impacting payroll, billing, or reporting.
• Aid in corrections, adjustments, and documentation required for payroll and billing resolution.
• Maintain supporting records to ensure audit readiness and data integrity.
• Operational Support and Quality Control
• Monitor operational work queues and processing SLAs to ensure timely completion of assigned tasks.
• Maintain accurate records and supporting documentation within Salesforce and other operational systems.
• Identify recurring issues, process gaps, and opportunities for workflow improvement.
• Assist with user acceptance testing (UAT), process documentation, and implementation of system enhancements.
• Support exception management and operational issue resolution across Revenue Operations workflows.
• Identify recurring issues and suggest process improvements.

What It Takes to Be Successful in This Role

• Strong attention to detail and ability to manage high-volume transactional work with accuracy.
• Strong analytical, organizational, and problem-solving skills.
• Ability to collaborate effectively across Finance, Payroll, Sales, and Operations teams.

Education & Experience

• 3–6+ years of experience in revenue operations, payroll, billing, finance operations, sales operations, accounting support, or related operational roles.
• Experience working with time and expense management, payroll processing, billing operations, or invoice support.
• Experience working in CRM and operational systems (Salesforce preferred).