Revenue Operations Specialist
Revenue Operations Specialist
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$ 75000 - 85000
1 Vacancy
Job Description
First Book has a mandatory Covid19 vaccination policy (medical and religious exemptions permitted). Proof of fully vaccinated status is required before an interview.
About the position: (This is not a 100 remote position/ MANDATORY IN OFFICE: Tuesday & Wednesday)
The Revenue Operations Specialist is an essential part of the First Book team and operates within a matrix reporting structure reporting jointly to the Sr. Director of Accounting and Sr. Director of Strategic Alliances.
The Revenue Operations Specialist will coordinate partnerrelated revenue processes ensuring accurate tracking efficient workflows and compliance with donor/funder requirements while also supporting the organizations fundraising efforts.
This position will administer First Books partner contributions ensuring funds are properly allocated disbursed and reported on a regular basis. This position will also assist with processing partner marketplace orders and following up on unpaid invoices. The position will interact with external funders to provide support and ensure donor funds are managed in alignment with donor intent. This position plays a key role in making corporate social responsibility an impactful reality.
The position demands strong attention to detail analytical and creative thinking advanced proficiency in Excel extended experience in Salesforce (or an equivalent CRM platform frequently used in the nonprofit industry) and excellent writing and interpersonal skills.
Essential Duties and Responsibilities:
Work with partner managers to operationalize program budgets once contribution terms are finalized.
Work with Sr. Director and entire Strategic Alliances team to create and refine Salesforce reports and dashboards.
Act as representative at IT crossdepartmental meetings sharing efficiency or bugs that need addressed.
Create track and manage marketplace credit funding to First Book members ensuring accurate reporting.
Support partner managers in relationship management and partner support.
Place partner assisted orders in the marketplace. Log and track order issues escalating as needed for resolution.
Communicate with corporate partners to resolve ledger payment order or funding inquiries.
Monitor and resolve marketplace partner account issues including nonpayments delayed payments and discrepancies.
Prepare acknowledgment letters for partner donations.
Track and report on fund utilization regularly ensuring compliance with partner requirements.
Create partner fundraising reports on fundraising platforms and assist with partner liaison questions.
Compile funding reports from various fundraising platforms.
Communicate with partners and First Book members via mail phone and email to collect and reconcile outstanding accounts.
Assist with reporting case monitoring in Salesforce and other assigned tasks.
Qualifications:
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Highly detailoriented selfmotivated and proactive.
Strong organizational and time management skills; able to thrive in a fastpaced environment.
Strong interpersonal and written skills with the ability to communicate effectively across teams and with external stakeholders.
Advanced proficiency in Microsoft Excel.
Proficiency in Salesforce or similar CRM platforms preferred.
Professional and patient phone manner.
Proficiency in standard office equipment and software.
Reliable and punctual.
Education and/or Experience:
5 years of relevant experience in accounting finance or a related field.
Bachelors degree preferred; Associate degree with relevant experience will be considered.
Proficiency in Microsoft Office applications.
Extended experience in nonprofit CRM platforms (e.g. Salesforce Raisers Edge etc.
Experience with fundraising platforms (e.g. Classy) preferred.
Basic understanding of accounting principles.
All fulltime employees are eligible for the following benefits:
Hybrid work environment can work from home and office
Dental & medical insurance
Life and Accidental Death and Dismemberment coverage
Vacation leave
Sick leave
Eleven Annual Holidays
401K and employermatching pension contribution
Transportation benefits
TO APPLY:
Candidates are invited to submit a resume and a cover letter that details your interest in the position to If you need assistance applying please contact us at.
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Employment Type
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