Revenue Operations Specialist

Position Summary:

The Revenue Operations Specialist is responsible for end-to-end billing and invoicing for large corporate and enterprise customers. This role owns the accuracy, timeliness, and professionalism of customer invoicing, serving as a key liaison between Finance, Sales, Client Care, and external customer stakeholders.
 This individual will manage high-volume, high-dollar, and contractually complex billing arrangements, including custom pricing, multi-entity structures, and customer-specific invoicing requirements. The role requires strong attention to detail, sound accounting judgment, and excellent communication skills.

Essential Duties & Responsibilities:

• Prepare, review, and issue accurate and timely invoices for assigned enterprise and strategic accounts in accordance with customer contracts, orders, and internal policies.
• Ensure invoices comply with customer-specific requirements (PO references, formatting, supporting documentation, billing portals, etc.).
• Partner with internal stakeholders to resolve discrepancies prior to invoicing and proactively address potential billing issues.
• Interpret and operationalize customer contracts to ensure billing aligns with contractual terms and revenue recognition policies.
• Support revenue assurance by identifying billing risks, revenue leakage opportunities, and process gaps.
• Collaborate with Accounting to support month-end close activities, including AR reconciliations and audit support.
• Serve as a point of contact for enterprise customers on billing-related inquiries and dispute resolution.
• Work closely with Sales, Account Management, and Customer Success to onboard new enterprise customers and implement billing processes.
• Provide clear explanations of invoices and billing structures to both internal and external stakeholders.
• Identify opportunities to improve billing efficiency, accuracy, and scalability, particularly as enterprise volume grows.
• Help document billing procedures and contribute to standardized revenue operations workflows.
• Support reporting related to enterprise billing performance, unapplied cash, and aged receivables in coordination with AR.

Job Qualifications:

• Bachelor’s degree in Business, Finance, Analytics, Operations, Marketing, or a related field (or equivalent experience). 
• 2–4 years of experience in Revenue Operations, Sales Operations, Business Operations, or a related role. 
• Hands-on experience with CRM systems and reporting tools. 
• Strong Excel skills (pivot tables, formulas, data analysis).
• Experience with ERP or billing systems (e.g., NetSuite, Salesforce, or similar platforms).
• Hands-on experience billing enterprise or large corporate customers with complex contractual terms.
• Strong attention to detail and ability to manage multiple priorities with tight deadlines.
• Hands‑on experience using NetSuite and Salesforce (or similar ERP/CRM systems) to support billing, contract management, customer data accuracy, and revenue reporting preferred. 
• Experience supporting finance or revenue operations in a private equity‑backed company, including comfort with fast‑paced growth, evolving processes, and heightened expectations around reporting, controls, and execution. 
• Prior experience in legal services or another heavily regulated environment, with familiarity navigating strict contractual requirements, documentation standards, and audit or compliance expectations.

Schedule/Location:

• Hours: Monday-Friday 8:00am-5:00pm PST
• Benefits Offered:
  • Remote work opportunities
  • Medical, Dental, and Vision coverage
  • Paid Time Off (PTO)
  • And much more!

About First Legal:

We believe that diversity is integral to our success, and do not discriminate based on race, color, religion, age, or any other basis protected by law. First Legal is the first truly comprehensive File Thru Trial™ solutions firm. With over 17 offices across the United States, First Legal has been serving thousands of law firms and corporations for more than 30 years across our six divisions - Court & Process, Depositions, Discovery, Records, Digital and Investigations. Our success comes through our company culture of innovation and trust, commitment to quality service, and depth of industry knowledge. Our mission is to be the most dependable and trusted business partner for our clients by serving every aspect of the litigation workflow. First Legal partners with our clients on a national basis to achieve the most efficient litigation solutions for the betterment of our clients.

Salary : $60,000 - $70,000