Part-Time Revenue & Operations Specialist
Shepard, Las Vegas, NV, United States
The
Revenue & Operations Specialist (Part-Time)
is responsible for supporting event revenue operations with a primary focus on collections activities, documentation accuracy, and resolution of outstanding balances. Positioned within Exhibitor services, this role serves as a critical operational bridge between Exhibitor Services and Finance/Accounting, ensuring that revenue is protected through timely follow‑up, accurate records, and coordinated issue resolution. The Revenue & Operations Specialist (Part-Time) applies a skill level with deeper emphasis on collections workflows, reconciliation, and event lifecycle follow‑through. This role works directly with exhibitors and internal partners, exercising judgment within established guidelines while supporting consistent, compliant revenue operations. This role is expected to execute standardized event workflows in accordance with documented SOPs, playbooks, and escalation paths to support consistent operations, accurate reporting, and audit readiness.
Key Contributions of the Role
Event Collections & Revenue Support
Perform outbound and inbound collections activities via phone, email, and system‑based follow‑up for post‑event outstanding balances
Review aging reports, outstanding invoices, and account notes to prioritize follow‑up actions
Communicate professionally and clearly with exhibitors regarding balances due, documentation needs, and resolution steps
Document all collection activity, agreements, and follow‑through accurately in company systems
Execute outreach and follow‑up according to established cadence standards (e.g., frequency by aging bucket) and apply standardized templates and messaging aligned with company policy
Apply standardized outcome/disposition tracking (e.g., paid, promise-to-pay, disputed, pending documentation, pending internal research, unresponsive) to support KPI reporting and management visibility
Reconciliation, Documentation & Accuracy
Review exhibitor orders, invoices, payments, and adjustments to identify discrepancies or missing documentation
Partner with Exhibitor Services and Finance teams to research and resolve billing or payment issues
Support reconciliation efforts to ensure records accurately reflect services rendered and payments received
Maintain high standards for data accuracy, audit readiness, and compliance
Maintain complete account documentation packets where required (e.g., invoice support, proof of service/service confirmations, communications, approvals) to improve collectability and support audit/review requests
Identify and flag recurring documentation gaps or billing defects (e.g., missing authorization, incorrect invoicing details, inconsistent service records) and route to appropriate partners for correction and prevention
Dispute Intake, Triage & Resolution Support
Receive, document, and track exhibitor disputes related to billing, services, or documentation; acknowledge receipt and communicate next steps within established timelines.
Categorize disputes using standardized reason codes (e.g., service discrepancy, documentation request, pricing/fee question, payment processing issue) and maintain dispute status through resolution.
Gather required documentation and partner with Exhibitor Services and Finance/Accounting to research and resolve disputes; elevate exceptions to the Revenue & Operations Manager for approval.
Highlight recurring dispute drivers and process breakdowns to support continuous improvement and downstream revenue protection
Cross‑Functional Partnership
Partner with Exhibitor Services Specialists and Supervisors to support clean event handoffs
Collaborate with Finance/Accounting on escalations, reporting needs, and issue resolution
Where necessary, support pre‑event activities (e.g., payment verification, documentation review, readiness flags) in partnership with Exhibitor Services based on specific circumstances
Reporting, Escalation & Continuous Improvement
Track and report collection status, trends, and recurring issues to the Revenue & Operations Manager
Identify process gaps or inefficiencies and provide input on workflow or documentation improvements
Escalate issues that exceed defined authority with clear documentation and recommended next steps
Escalate accounts according to the escalation matrix (e.g., exceptions to payment plan guidelines, disputes requiring adjustments, high‑risk indicators, or non‑responsive accounts beyond defined thresholds), ensuring complete notes and supporting documentation are included for decisioning
Support operational and system improvements by identifying workflow defects, reporting system/data issues, and participating in user testing (UAT) or validation activities as requested to improve collections efficiency and reporting reliability
Perform other related duties as assigned
Requirements
High school diploma or equivalent required; additional education preferred
Typically 3-5 years of experience in customer service, operations, billing, collections, or a service‑driven operational environment
Demonstrated ability to work independently and handle complex issues
Salesforce experience strongly preferred; experience with billing, invoicing, or collections systems a plus
Strong written and verbal communication skills with the ability to handle sensitive financial conversations professionally
Detail‑oriented with strong documentation, follow‑through, and organizational skills
Ability to exercise sound judgment within guidelines and escape appropriately
Ability to follow documented SOPs and apply standardized codes/fields in systems to support reporting accuracy, management oversight, and audit readiness
Comfort working with defined authority limits (e.g., payment plan guidelines) and preparing complete escalation packages for Manager review/approval
Availability to work extended hours during peak post‑event cycles as needed
Aligning With Our Values for Success
Demonstrate Core Values of Caring, Commitment, Integrity, Spirit, Responsiveness, Inclusivity, and Teamwork
Act as a responsible ESOP owner by making decisions that benefit the client and company daily
Provide exceptional internal and external customer service in accordance with Shepard's Blue Diamond Customer Service Program
Shepard is an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, age, color, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, medical condition, genetic information, military status, veteran status, non‑disqualifying physical or mental disability, or any other nonmerit factor. All employment decisions are based on business need, job requirements, individual qualifications, and merit.
Benefits
401(k)
#J-18808-Ljbffr
Revenue & Operations Specialist (Part-Time)
is responsible for supporting event revenue operations with a primary focus on collections activities, documentation accuracy, and resolution of outstanding balances. Positioned within Exhibitor services, this role serves as a critical operational bridge between Exhibitor Services and Finance/Accounting, ensuring that revenue is protected through timely follow‑up, accurate records, and coordinated issue resolution. The Revenue & Operations Specialist (Part-Time) applies a skill level with deeper emphasis on collections workflows, reconciliation, and event lifecycle follow‑through. This role works directly with exhibitors and internal partners, exercising judgment within established guidelines while supporting consistent, compliant revenue operations. This role is expected to execute standardized event workflows in accordance with documented SOPs, playbooks, and escalation paths to support consistent operations, accurate reporting, and audit readiness.
Key Contributions of the Role
Event Collections & Revenue Support
Perform outbound and inbound collections activities via phone, email, and system‑based follow‑up for post‑event outstanding balances
Review aging reports, outstanding invoices, and account notes to prioritize follow‑up actions
Communicate professionally and clearly with exhibitors regarding balances due, documentation needs, and resolution steps
Document all collection activity, agreements, and follow‑through accurately in company systems
Execute outreach and follow‑up according to established cadence standards (e.g., frequency by aging bucket) and apply standardized templates and messaging aligned with company policy
Apply standardized outcome/disposition tracking (e.g., paid, promise-to-pay, disputed, pending documentation, pending internal research, unresponsive) to support KPI reporting and management visibility
Reconciliation, Documentation & Accuracy
Review exhibitor orders, invoices, payments, and adjustments to identify discrepancies or missing documentation
Partner with Exhibitor Services and Finance teams to research and resolve billing or payment issues
Support reconciliation efforts to ensure records accurately reflect services rendered and payments received
Maintain high standards for data accuracy, audit readiness, and compliance
Maintain complete account documentation packets where required (e.g., invoice support, proof of service/service confirmations, communications, approvals) to improve collectability and support audit/review requests
Identify and flag recurring documentation gaps or billing defects (e.g., missing authorization, incorrect invoicing details, inconsistent service records) and route to appropriate partners for correction and prevention
Dispute Intake, Triage & Resolution Support
Receive, document, and track exhibitor disputes related to billing, services, or documentation; acknowledge receipt and communicate next steps within established timelines.
Categorize disputes using standardized reason codes (e.g., service discrepancy, documentation request, pricing/fee question, payment processing issue) and maintain dispute status through resolution.
Gather required documentation and partner with Exhibitor Services and Finance/Accounting to research and resolve disputes; elevate exceptions to the Revenue & Operations Manager for approval.
Highlight recurring dispute drivers and process breakdowns to support continuous improvement and downstream revenue protection
Cross‑Functional Partnership
Partner with Exhibitor Services Specialists and Supervisors to support clean event handoffs
Collaborate with Finance/Accounting on escalations, reporting needs, and issue resolution
Where necessary, support pre‑event activities (e.g., payment verification, documentation review, readiness flags) in partnership with Exhibitor Services based on specific circumstances
Reporting, Escalation & Continuous Improvement
Track and report collection status, trends, and recurring issues to the Revenue & Operations Manager
Identify process gaps or inefficiencies and provide input on workflow or documentation improvements
Escalate issues that exceed defined authority with clear documentation and recommended next steps
Escalate accounts according to the escalation matrix (e.g., exceptions to payment plan guidelines, disputes requiring adjustments, high‑risk indicators, or non‑responsive accounts beyond defined thresholds), ensuring complete notes and supporting documentation are included for decisioning
Support operational and system improvements by identifying workflow defects, reporting system/data issues, and participating in user testing (UAT) or validation activities as requested to improve collections efficiency and reporting reliability
Perform other related duties as assigned
Requirements
High school diploma or equivalent required; additional education preferred
Typically 3-5 years of experience in customer service, operations, billing, collections, or a service‑driven operational environment
Demonstrated ability to work independently and handle complex issues
Salesforce experience strongly preferred; experience with billing, invoicing, or collections systems a plus
Strong written and verbal communication skills with the ability to handle sensitive financial conversations professionally
Detail‑oriented with strong documentation, follow‑through, and organizational skills
Ability to exercise sound judgment within guidelines and escape appropriately
Ability to follow documented SOPs and apply standardized codes/fields in systems to support reporting accuracy, management oversight, and audit readiness
Comfort working with defined authority limits (e.g., payment plan guidelines) and preparing complete escalation packages for Manager review/approval
Availability to work extended hours during peak post‑event cycles as needed
Aligning With Our Values for Success
Demonstrate Core Values of Caring, Commitment, Integrity, Spirit, Responsiveness, Inclusivity, and Teamwork
Act as a responsible ESOP owner by making decisions that benefit the client and company daily
Provide exceptional internal and external customer service in accordance with Shepard's Blue Diamond Customer Service Program
Shepard is an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, age, color, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, medical condition, genetic information, military status, veteran status, non‑disqualifying physical or mental disability, or any other nonmerit factor. All employment decisions are based on business need, job requirements, individual qualifications, and merit.
Benefits
401(k)
#J-18808-Ljbffr