Revenue Operations & Finance Coordinator

About Client Bridge,

Client Bridge is a performance-driven client acquisition and intake company operating within the legal and consumer services industries.

We work with:

* Law firms
* Affiliates & publishers
* Intake operations teams
* Media buyers
* Performance marketing partners

Our focus is on compliant lead generation, inbound call operations, signed retainer acquisition, affiliate partnerships, and scalable operational systems across multiple U.S. markets.

We are currently seeking a highly organized and detail-oriented Revenue Operations & Finance Coordinator to help support and manage our growing operational and financial infrastructure.

Position Overview

This role combines finance operations, revenue tracking, commission management, payout reconciliation, payroll coordination, and operational reporting.

You will work directly with leadership to help manage:

* Affiliate payouts
* Law firm invoicing
* Intake commission tracking
* Payroll support
* Revenue reconciliation
* Operational reporting
* Cash flow visibility

This is NOT a traditional bookkeeping-only role.

We are looking for someone who understands fast-moving operational environments and can help keep financial and operational reporting organized, accurate, and scalable.

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Core Responsibilities

Revenue & Billing Operations

* Create and manage invoices for law firm partners
* Track approved signed retainers and billable accounts
* Monitor outstanding invoices and collections
* Reconcile approvals, DQs, and billing reports
* Identify discrepancies in reporting or payments

Affiliate & Vendor Payout Management

* Track affiliate and publisher payouts
* Reconcile payout reports against internal data
* Manage weekly and monthly payout schedules
* Verify payment accuracy before release
* Maintain organized payout tracking systems

Intake Commission Tracking

* Track intake representative signed retainers and approvals
* Calculate commission structures and bonus eligibility
* Maintain accurate commission spreadsheets and reporting
* Coordinate with leadership regarding approval rates and payouts
* Ensure payroll-related commission tracking is accurate

Payroll & Contractor Coordination

* Assist with payroll preparation and reporting
* Track contractor payments and operational compensation
* Maintain organized payroll records and payout schedules
* Coordinate with bookkeeping and payroll providers as needed

Operational Finance & Reporting

Monitor operational cash flow and liabilities

Track profitability by:

* campaign
* state
* affiliate
* vendor
* buyer

Assist with forecasting and operational reporting

Maintain financial and operational dashboards/spreadsheets

Administrative & Operations Support

* Help improve operational workflows and SOPs
* Maintain organized internal records and documentation
* Support leadership with reporting and operational visibility
* Coordinate with intake, affiliate, and operations teams


Preferred Qualifications

* Experience in revenue operations, finance operations, bookkeeping, operational accounting, or AR/AP management
* Strong Excel and Google Sheets experience
* Experience with QuickBooks, payroll systems, contractor payouts, or commission tracking
* Highly organized and detail-oriented
* Comfortable working in fast-paced startup environments
* Strong communication and problem-solving skills


Bonus Experience

* Performance marketing
* Lead generation
* Affiliate marketing
* Media buying agencies
* Legal or personal injury industry
* High-volume payout environments
* Revenue reconciliation environments

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Important Notes

This role is NOT for a general virtual assistant.

We are specifically looking for someone with experience in areas such as:

* Finance administration
* Revenue operations
* Affiliate payout management
* AR/AP coordination
* Commission reconciliation
* Operational finance support
* Media buying or lead generation environments

Candidates with experience supporting performance marketing companies, lead generation businesses, affiliate networks, or operational finance teams are strongly preferred.


To Apply

Please include:

* Resume
* Relevant experience
* Industries you’ve worked in
* Software/tools you’ve used
* Your availability and timezone
* Desired compensation