Overview
This role sits within Revenue Operations and owns the invoice-to-cash process end to end. You’ll work closely with the Accounts Receivable team and report to the Head of Revenue Operations, partnering with Sales and Operations while serving as the primary billing contact for customers.
Responsibilities
Invoice-to-cash (end to end)
- Pull billable activity from internal systems and turn it into accurate, client-ready invoices
- Own the monthly billing cycle to ensure invoices go out correctly and on time
- Maintain the Master Invoice Tracker as the single source of truth for billed, sent, paid, and outstanding invoices
Customer relationships
- Serve as the go-to billing contact for law firm customers
- Answer questions
- Resolve disputes
- Set up billing for new accounts
- Run collections professionally and persistently
- Partner with Account Executives to identify billing issues early and maintain customer satisfaction
Insight and reporting
- Track AR aging, DSO, and collection trends; flag risks before they become problems
- Reconcile payments against invoices and keep records audit-ready
- Support month-end close, cash forecasting, and ad hoc analysis
Building scalable processes
- Identify manual, repetitive tasks and automate or streamline them
- Help evaluate and set up tools (billing platforms, payment portals, CRM integrations) as the organization scales
- Document processes so the function can grow beyond one person
Additional finance support
- Assist with payables, commission calculations, vendor management, and other projects as they arise
Requirements
- 1–3 years in accounts receivable, billing, bookkeeping, or a similar finance role (startup or B2B services experience is a plus)
- Strong Excel/Google Sheets skills, including lookups, pivots, and working with large datasets
- High attention to detail; accuracy on invoice data is essential
- Ability to think creatively to effectively scale processes
- Clear, confident written communication with external customers
- Strong sense of ownership and drive to fix messy or inefficient processes
- Comfort working in a fast-moving remote environment where priorities shift
Compensation & Benefits
- Competitive salary
- Healthcare, vision and dental insurance
- Unlimited PTO