Associate Director – SaaS Billing & Revenue Management Technology Advisory – Private Equity Advisory

Overview

A rapidly growing Private Equity practice is seeking an Associate Director to serve as a trusted partner to clients. This role involves delivering tailored integrated solutions to address current challenges and establish foundations for future success. Responsibilities include client delivery, team leadership, mentoring junior members, and participating in business development.

Private Equity firms increasingly rely on operational enhancements to drive value creation in their investment portfolios. As SaaS and AI-driven business models evolve, portfolio companies face complexities in usage-based billing, consumption pricing, and ASC 606 / IFRS 15 revenue recognition. This role supports CFOs in building scalable billing and revenue management capabilities aligned with investment theses.

Responsibilities

• Serve clients across the Office of the CFO at private equity portfolio companies specializing in Software, SaaS, and AI-enabled technology businesses.
• Evaluate current billing and revenue recognition practices and recommend improvements to quote-to-cash and revenue management functions.
• Act as a billing and revenue management subject matter expert across platforms such as NetSuite Advanced Revenue Management (ARM)/SuiteBilling, Zone Billing, Zuora Revenue (RevPro), and related subscription/usage-based tools.
• Provide guidance on configuring revenue rules, allocations, amortization schedules, and automated revenue waterfall reporting.
• Lead design, implementation, and optimization of usage-based and consumption billing models supporting AI-era pricing strategies, including metered billing, tiered consumption, prepaid credit drawdown, and hybrid subscription-plus-usage structures.
• Help companies operationalize ASC 606 / IFRS 15-compliant revenue recognition policies, including multi-element arrangements, variable consideration, stand-alone selling price (SSP) allocation, and contract modification accounting within billing and ERP systems.
• Lead cross-functional project teams comprising NetSuite consultants, billing platform specialists, Private Equity consultants, and client stakeholders.
• Mentor team members through coaching, feedback, and performance reviews.
• Design and implement integration architectures between billing platforms, CRM (Salesforce, HubSpot), ERP (NetSuite), CPQ tools, and data warehouses to enable seamless quote-to-revenue data flow.
• Develop management reporting and analytics around key SaaS metrics such as ARR, MRR, net revenue retention, usage/consumption trends, and product-level profitability.
• Maintain relationships with portfolio company representatives and Private Equity sponsors.
• Collaborate with internal teams to scope, clarify, and deliver client services.
• Participate actively in business development and market billing, revenue, and technology enablement services.
• Guide clients through change management during billing system migrations and revenue recognition policy changes.
• Contribute to developing and implementing AI-enabled solutions in compliance with data protection, intellectual property, and professional standards.
• Stay informed about emerging AI tools and collaborate with leadership to identify compliant opportunities.
• Identify and mitigate project risks related to billing accuracy, revenue compliance, and system integration.

Requirements

• 9+ years of experience in professional services, consulting, or SaaS operations.
• At least 5 years of hands-on experience leading billing system implementations, revenue recognition configurations, or subscription management platform deployments.
• Deep expertise in one or more platforms: NetSuite Advanced Revenue Management (ARM), NetSuite SuiteBilling, Zone Billing, Zuora Billing, Zuora Revenue (RevPro), or comparable billing/revenue management solutions.
• Strong working knowledge of ASC 606 / IFRS 15 revenue recognition standards with practical experience configuring multi-element arrangements, variable consideration, SSP allocation, and contract modification scenarios.
• Experience designing and implementing usage-based and consumption (metered) billing models for AI, data, API, or cloud infrastructure products with dynamic pricing.
• Proven ability to manage multiple projects, schedules, and tasks concurrently.
• Experience building financial management reports across key SaaS metrics including ARR, MRR, bookings, net revenue retention, usage/consumption analytics, and headcount.
• Strong experience driving integration across billing platforms, NetSuite, CRM (Salesforce/HubSpot), CPQ tools, and data warehouses.
• Software/SaaS industry experience, preferably with companies undergoing usage-based or consumption pricing transformations.
• Demonstrated success in building and developing strong client relationships with Private Equity sponsors and portfolio company leadership.
• Comfort with AI tools and demonstrated ability to responsibly adopt firm-approved AI technologies.
• Continuous learning mindset with openness to emerging technologies including AI and automation.
• Experience working with Controller groups and accounting teams, with fluent knowledge of income statement, balance sheet, and cash flow statement elements related to subscription and recurring revenue businesses.
• Experience mentoring and developing junior team members and resolving complex issues spanning billing operations, revenue accounting, and system configuration.

Qualifications

• Bachelor’s degree in accounting, finance, information systems, or a related field.
• Preferred certifications: NetSuite SuiteFoundation, Administrator, or ERP Consultant; Zuora certification or equivalent billing platform credentials.

Compensation & Benefits

Details regarding compensation and benefits were not provided.

Location

Location details were not specified.