Revenue Retention Specialist

Accountabilities

• • Audit pending and unpaid commissions against partner records to identify discrepancies and potential revenue leakage.
  • Review new client signups to verify that partner tags are associated correctly and on time.
  • Map profile IDs to the appropriate client accounts within the CRM and maintain accurate account relationships.
  • Keep client records up to date when ownership, account tiers, licensing, or partner-tag status changes.
  • Audit license counts and identify discrepancies between purchased and billed licenses, escalating issues for correction when necessary.
  • Monitor accounts for at-risk or expiring partner tags and take appropriate action to help maintain commission eligibility.
  • Re-engage inactive clients when their inactivity could place partner tags or subscription status at risk.
  • Identify positive licensing signals, such as significant user increases or license upgrades, and communicate relevant opportunities to the assigned consultant.
  • Respond to client billing questions related to internal invoicing and ensure inquiries are handled professionally.
  • Flag potential commission, licensing, and account-mapping issues and escalate confirmed discrepancies to the appropriate partner-store team.
  • Maintain consistent audit processes and accurate records across CRM, partner, and billing systems.

  Requirements

  • Working knowledge of Zoho CRM and the Zoho Partner/commission structure is required; this is an operational rather than technical or development-focused role.
  • Ability to work during U.S. business hours and time zones; U.S. residency is not required.
  • Experience auditing, reconciling, and validating information across multiple systems, such as CRM, partner-store, and billing platforms.
  • Strong attention to detail, particularly when handling financial, licensing, account, and commission data.
  • Strong organizational skills and the ability to manage recurring audit workflows consistently.
  • Clear and professional written and verbal communication skills for client outreach and internal escalations.
  • Ability to identify discrepancies, investigate underlying issues, and escalate problems appropriately.
  • Comfortable working independently with minimal supervision and taking ownership of assigned processes.
  • A methodical and reliable approach to repetitive, accuracy-sensitive tasks.
  • Ability to manage priorities effectively while maintaining a high level of data accuracy.

  Benefits

  • Hourly compensation of $15 USD per hour.
  • Fully remote work arrangement.
  • Opportunity to work with CRM, partner management, licensing, billing, and revenue-retention processes.
  • Flexible location, with availability required during U.S. business hours.
  • Opportunity to develop practical experience in revenue operations, partner commissions, account management, and data reconciliation.
  • This is an hourly position and is not eligible for standard company benefits.