Billing & Revenue Manager
Core
Oversees day-to-day billing and revenue management activities, leading a team of eight to ensure accuracy, timeliness, and strong internal controls while driving conversions during mergers.
Role type
Senior IC billing & revenue manager (team lead)
Builds
Scalable billing processes and fee structures for a growing financial services firm
Domain
Wealth management / Investment management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Billing & revenue management, Team leadership (8+ people), Mergers & acquisitions integration, Orion billing platform, Fee structures (tiered, blended, asset-based), Internal controls, Advanced Excel, Stakeholder management
Preferred skills
Custodial fee-file submission (Schwab, Fidelity), Addepar platform, Portfolio management platforms
Technologies
Orion, Addepar, Excel
Responsibilities
Lead billing workstream for mergers from due diligence to post-close integration, Coach and develop a team of 8 professionals, Resolve complex billing issues and escalations, Partner with Finance and Technology on system enhancements, Establish and monitor key metrics and controls, Identify opportunities to automate and streamline processes
Seniority
Senior, hands-on IC with people management
