Overview
This role supports day-to-day revenue operations for a suite of SaaS products, including LMS, Policy, Shop, Survey, ReputationBuilder, and Realync. You will own the accuracy of revenue recognized under ASC 606, ensure the subledger and general ledger stay in sync, and deliver the monthly reporting finance leadership relies on to track recurring revenue trends.
Responsibilities
- Salesforce Opportunity Review: Perform daily reviews of closed Salesforce opportunities to confirm they are structured and booked in accordance with ASC 606 revenue recognition standards, flagging exceptions before they post to the ledger.
- Credit Memo Recording: Record credit memos accurately and timely, ensuring each is properly tied to the originating contract or invoice and reflected correctly in revenue.
- General Ledger Reconciliation: Complete monthly general ledger account reconciliations, identifying and resolving discrepancies between subledger detail and the GL.
- Monthly Revenue Accruals: Prepare monthly revenue accrual entries for transactions not yet booked through the subledger, ensuring revenue is recognized in the correct period.
- MRR/ARR Revenue Reporting: Produce monthly MRR and ARR reporting, analyzing period-over-period movement and categorizing changes (new logo, cross-sell/upsell, churn, price increase, and organic growth) to provide clear visibility into recurring revenue health.
- Commissions & Quota Path Updates: Maintain the accuracy of commissions data flowing from Salesforce for Sales teams, ensuring bookings, splits, and deal attributes sync correctly to the commissions system. Update and reconcile Google Sheets and MRR files each month so quota credit, deal categorization, and revenue figures are current and correctly reflected. Partner with Sales and RevOps to research and resolve discrepancies before commissions calculations run, supporting accurate monthly and quarterly commissions payouts.
- External Audit Support: Support the yearly external audit by pulling and organizing contracts and supporting documentation for revenue sampling requests, and responding to auditor follow-up questions in a timely manner.
- New Bookings Reconciliation: Reconcile the New Bookings report monthly to ensure data aligns with source systems, investigate discrepancies, and use AI tools to streamline and improve the workflow.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field.
- 2+ years of experience in revenue accounting or general accounting; SaaS experience preferred.
- Working knowledge of ASC 606 revenue recognition principles.
- Experience with Salesforce and CPQ systems required.
- Strong Excel skills, including formula-driven reconciliations and variance analysis.
- High attention to detail with strong organizational and communication skills.
- Comfortable working cross-functionally with Sales, Revenue Operations, and Accounting teams.
- Understanding of the NRR commissions plan, including how expansion, contraction, and retention of existing accounts factor into quota attainment and payout calculations.
- Comfortable working with AI tools such as Claude is required.
Preferred Qualifications
- Experience with Chargebee billing and deferred revenue system.
Compensation & Benefits
- Salary range: $60,000–$80,000 Base + Bonus
- Benefits: health, dental and vision insurance, 401K, PTO, life insurance, disability insurance, and more.
Location & Work Authorization
- Location: Remote (US-based)
- Type: Full-Time
- The employer does not offer visa sponsorship or assistance. Applicants must be based in the US and authorized to work in the US at the time of hire.