ERPGoRSalesforceCRMLeadershipChange ManagementCommunicationRemote Work
About this role
Role Overview
Lead the Billing System Migration: Serve as the primary functional lead for selecting, configuring, and implementing new billing software (e.g., NetSuite, Zuora, or specialized billing engines).
Data Migration & Integrity: Oversee the cleanup and migration of historical customer data into the new system to ensure 'clean' go-live results.
UAT & Training: Design and execute User Acceptance Testing (UAT) and create standard operating procedures (SOPs) for the new system.
Workflow Automation: Identify manual bottlenecks and implement automated triggers for invoice delivery, payment reminders, and credit holds.
Policy Architecture: Design a robust SOP from the ground up, ensuring it aligns with the new system’s capabilities.
Audit Documentation: Establish internal controls (SOX-compliant where applicable) for the new billing cycle to ensure revenue recognition accuracy.
Departmental Leadership: Manage and mentor a team of 3-4 A/R professionals, setting clear performance targets and providing regular coaching.
Collections & Cash Flow Management: Analyze aging reports to identify trends and prioritize collection efforts.
Cash application: Partner with junior team members to ensure that the general cash application is recorded accurately and timely.
Reporting & Process Improvement: Identify automation opportunities within the ERP system to minimize manual data entry and human error.
Supervise Daily Cycles: Ensure the team meets daily deadlines for invoicing, payment posting, and cash application during the system transition.
Change Management: Act as a bridge between Finance and GTM to ensure all stakeholders are aligned with billing processes.
Escalation Handling: Resolve high-level billing disputes that arise.
Requirements
A degree in Business, Finance, or Accounting
5-7+ years of experience in a high-volume accounting or billing environment with at least 2+ years in a management role
Prior experience with setting up quote to cash system
Strong numerical and mathematical skills with a proven ability to interpret and explain detailed financial documents (invoices, statements).
Proficient in Microsoft Excel, including advanced functions (e.g., VLOOKUP, SUMIF, Pivot Tables) and data visualization for comprehensive reporting.
Meticulous approach to data entry and adherence to process, critical for ensuring accuracy in financial records.
Excellent verbal and written communication skills
Proficient use of billing software (QuickBooks) and CRM systems (Salesforce).
Proven ability to de-escalate sensitive situations and negotiate mutually acceptable resolutions for billing disputes.
Tech Stack
ERP
Benefits
Remote-First: We offer the freedom to work from home across most of the U.S. You’ll enjoy the flexibility of remote work, balanced with high-energy in-person offsites to build real connections and celebrate our wins together.
Competitive Compensation: We believe in hiring the best and paying accordingly. You’ll receive a competitive salary that reflects your impact and expertise.
Paid Time Off: Take the time you need with our flexible vacation policy and dedicated paid parental leave to support you and your family’s biggest milestones.
Your Health Matters: Stay healthy with high-quality Medical, Dental, and Vision insurance plans for you and your family.
Peace of Mind (On Us): We fully invest in your security with 100% company-paid Short-Term Disability, Long-Term Disability, and Basic Life Insurance.
Protection for Your Whole Crew: Access supplemental insurance for the unexpected, plus specialized coverage to keep your pets happy and healthy, too.
Invest in Your Future: Secure your financial goals with our 401k Program, helping you build for the long term while you help us build the company.