Revenue Operations Accountant
Core
Own the operating layer of the order-to-cash process, translating customer agreements into accurate billing configurations, invoices, and financial records.
Role type
Revenue Operations Accountant (Order-to-Cash)
Builds
Accurate billing configurations, monthly invoice cycles, and reconciled financial records for Plaid's B2B customers.
Domain
Fintech / SaaS / B2B Billing
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Contract review, billing configuration, invoice cycle management, system reconciliation, billing adjustments, month-end close support, process automation
Preferred skills
NetSuite, Salesforce, usage-based billing, revenue recognition, Big Four experience
Technologies
NetSuite, Salesforce
Responsibilities
Review closed-won contracts to validate pricing and terms; Configure customer billing arrangements; Run monthly invoice cycles; Reconcile invoice data between billing systems and NetSuite; Process billing adjustments and credit memos; Resolve billing questions from GTM and partner teams; Support month-end close through billing and AR reconciliations; Identify and implement process automation improvements.
Seniority
Mid-level, hands-on IC
