Revenue Assurance Coordinator

Isi-Design-and-Installation-Solutions,-Inc.

Annapolis (MD)

On-site

USD 60,000 - 85,000

Full time

3 days ago
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Job summary

Isi-Design-and-Installation-Solutions, Inc. is seeking a Revenue Assurance Coordinator to verify the accuracy of lot-related documents and ensure margins are within tolerance. You will review orders, create job jacket files, and perform comprehensive sales order audits to support accurate revenue recognition.

You will work with customers and internal sales/operational teams to resolve issues prior to installation release and billing, maintaining precise documentation and reporting for management.

Qualifications

  • Excellent organizational and time management skills.
  • Extreme attention to detail with strong analytical skills.
  • Intermediate Excel skills and comfort working with ERP systems.
  • Strong written and verbal communication skills.

Responsibilities

  • Review sales orders and perform revenue assurance audits.
  • Create and maintain job jacket files with required documentation.
  • Verify revenue, margins, and alignment with written sales agreements.
  • Coordinate with customers and internal teams to resolve PO issues.
  • Track and report on sales order issues and status to management.

Skills

Attention to detail
Excel
ERP systems
Communication skills
Time management
Independent work

Tools

Excel
ERP systems

Job description

Looking to build your career and design your future? You have come to the right place.SummaryThe Revenue Assurance Coordinator is responsible for creating job jacket files and verifying the accuracy of all lot-related documents, including customer selections, purchase orders, and written sales agreements. This role utilizes established standard operating procedures to review each sales order for accuracy and ensure job margin is within tolerance. The Revenue Assurance Coordinator works directly with customers and internal sales and operational teams to resolve issues prior to installation release and billing, supporting accurate revenue recognition and margin protection.Essential FunctionsSales Order Review & Revenue AssuranceMonitor lot start notifications and create new sales orders in ERP.Create job jacket files by utilizing established checklists to gather all required lot documentation.Review all job jacket documents according to established procedures prior to install release and perform comprehensive sales order audits.Calculate and enter correct revenue on sales orders and 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 to ensure additional costs incurred during installation are accurately reflected.Customer & Cross-Functional CoordinationCoordinate directly with customers and internal sales teams to resolve purchase order issues that may delay revenue recognition or billing.Work alongside regional finance and operations management to escalate purchase order or cost issues in a timely manner and, when directed, hold sales orders from release.Verify that customer purchase order issues have been resolved and that purchase orders match final sales order totals.Documentation, Tracking & ReportingMaintain current job documents within document storage systems.Track all sales orders with purchase order or cost issues by properly coding them in ERP.Provide regular updates to management on progress resolving sales order issues.Release sales orders to Finance for revenue recognition and invoice transmittal once all requirements are met.Support ad hoc reporting, operational requests, and additional duties as assigned.Training & Continuous ImprovementAssist with the training and onboarding of other Revenue Assurance team members as needed.Support adherence to standard operating procedures and continuous improvement initiatives within the Revenue Assurance function.Education & ExperienceHomebuilding or construction industry experience preferred.Experience in quality review, reconciliation, audit, or similar transaction-based review roles preferred.Skills & CompetenciesExcellent organizational and time management skills.Extreme attention to detail with strong analytical skills.Intermediate Excel skills and comfort working with ERP systems.Ability to work independently and as part of a team in a fast-paced environment.Strong written and verbal communication skills.Patience, positive attitude, and ability to think with a “big picture” mindset.Ability to take ownership of responsibilities and manage interpersonal relationships effectively.If you like working with a growing close knit team and helping home owners design the home of their dreams, come build your career with us!All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, individual with disabilities, veteran status, gender identity or national origin.
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