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Billing Operations Team Lead
REMOTE
United States
Finance
Full time
(REMOTE based opportunity located in any U.S. Pacific, Mountain, Central or Eastern Time Zone)
The Team
At Riskalyze, we’re on a mission to empower the world to invest fearlessly. Investing feels broken for the average person, and subjective risk semantics like “aggressive” and “moderately conservative” don’t help. We believe that when advisors align the world’s investments with each investor’s Risk Number®, anyone can invest fearlessly.
As our Billing Operations Team Lead, you will manage all aspects of our billing and deal desk functions and focus on adding value to the Quote to Cash process by effectively processing quotes, issuing timely and accurate invoices, and managing accounts receivable.
Responsibilities
- Ensure the timely and accurate processing of customer invoices
- Ensure the timely and accurate processing of sales quotes and orders
- Attract, train, and retain billing and deal desk talent
- Lead the monthly accounts receivable review process
- Provide world-class business partnering support to the Sales team with a solution-based approach
- Review strategic customer terms/contracts to design and execute effective billing processes
- Develop and execute effective order processing processes
- Create robust and scalable deal desk processes to ensure quality assurance on new, upsell, and cancellation orders
- Assist in month-end close activities and account reconciliations
- Assist in billing, revenue, and deferred revenue analysis
- Develop and maintain proper documentation of billing policies
- Reach and maintain a 80% CSAT score for the billing department from both customers and internal employees
- Participate in special projects and initiatives as required
Requirements
- Strong leadership skills that establish an atmosphere promoting teamwork and accountability
- Experience developing and maintaining documentation of billing processes and procedures
- Minimum of 1+ year of Salesforce billing experience
- Minimum of 1+ year of Salesforce CPQ experience
- Advanced Excel skills
- Excellent verbal and written communication skills that translate into delightful and solution- based conversations with customers or internal employees that need assistance
- High level of professional acumen and capable of working with senior levels
- Experience leading a team in the technology or SAAS industry
- Accounting experience or college degree preferred
Benefits
Finance
- 401(k) Retirement savings with employer matching dollar-for-dollar, up to 4%.
- Competitive compensation.
- Free financial advisory services are offered to Riskalyzers wanting expert guidance on how to handle their money.
Time Away
- 3 weeks Vacation & 1 week of sick time per year + 11 paid holidays.
- 1 additional week of vacation time granted at three years of tenure.
- Annual company retreat called the Celebration of Awesomeness where we take the whole company on a weekend retreat for team building & organization planning (previous destinations have been Lake Tahoe, San Francisco and Palm Springs).
- Trust-oriented culture built upon flexibility and our core value of Freedom.
Health & Family
- Medical, dental and vision insurance to keep you (and your family) healthy.
- Access to HSA or FSA depending on chosen medical plan.
- Paid leave for new parents.
- Discounted pet insurance available. Pets are family too!