Revenue Automation and Data Lead

Overview

This role involves leading revenue automation and data initiatives to enhance automation across revenue, billing, and accounts receivable lifecycles. The position requires partnering with RPA and Accounting Operations teams to design scalable, SOX-compliant solutions and managing advanced Alteryx workflows and dashboards to improve visibility and decision-making across quote-to-cash processes. This is an individual contributor role reporting to the Senior Manager, Revenue Accounting.

Responsibilities

• Identify and prioritize high-impact automation opportunities across quote-to-cash, focusing on end-to-end process transformation beyond task-based automation
• Own the revenue and accounts receivable automation intake and roadmap, including defining problems, gathering requirements, and establishing success metrics
• Collaborate with RPA and Accounting Operations teams to design solutions, lead user acceptance testing (UAT), ensure deployment readiness, and drive adoption
• Build, troubleshoot, and optimize complex Alteryx Designer workflows
• Publish and maintain workflows on Alteryx Server, including scheduling, monitoring, documentation, and version control
• Ensure automated solutions maintain audit trails and comply with SOX and internal control requirements
• Work with Business Transformation teams to design reconciliation, validation, and monitoring of financial data within Snowflake
• Design and maintain Tableau dashboards to provide visibility into revenue, billing, and accounts receivable performance
• Train and mentor new Alteryx users within the organization and promote workflow standards and best practices
• Conduct ad hoc analyses and projects independently

Requirements

• Bachelor’s degree in accounting, finance, data analytics, or a related field
• 8+ years of combined experience in corporate revenue accounting, accounting process automation, or public accounting
• Experience with Alteryx, including Alteryx Server
• Proven ability to transition manual finance processes into automated, scalable environments

Preferred Qualifications

• Strong attention to detail and analytical problem-solving skills
• Experience building Tableau dashboards and working with Snowflake
• Understanding of how Generative AI or Machine Learning can be applied to finance workflows
• Experience partnering with RPA teams delivering automations using tools such as UiPath or Microsoft Power Automate, including requirements gathering, UAT, and rollout
• Hands-on experience with Salesforce, Zuora Billing/Revenue, Oracle Fusion ERP, or similar enterprise systems
• Strong understanding of ASC 606 revenue recognition guidance for SaaS arrangements
• Experience managing internal control activities (SOX) related to automated systems
• Active CPA certification or willingness to become active
• Excellent communication skills with the ability to influence cross-functional stakeholders and lead teams through technological changes

Compensation & Benefits

• Base salary ranges by location:
  • California: $118,000 - $183,050
  • Illinois, Colorado, Massachusetts, Minnesota: $111,900 - $153,900
  • Washington, Maryland, New Jersey, New York (including NYC metro area): $111,900 - $162,250
  • Washington DC: $118,000 - $162,250
  • Ohio: $98,700 - $135,750
• Bonus: Eligible for company bonus plan based on performance; sales personnel have variable incentive pay based on sales goals
• Stock: Eligible to receive Restricted Stock Units (RSUs)
• Benefits include paid time off, paid parental leave (up to six months), full health benefits with options for employer-paid plans from day one, retirement plans with potential employer contributions, learning and development opportunities, and compassionate care leave

Location

• This is a remote position; the employee works primarily from a designated remote work location
• The employer reserves the right to change job designation based on business needs and local laws

Additional Information

• Applicants must be authorized to work in the United States on a full-time, permanent basis without visa sponsorship or immigration support
• This position is not eligible for employment in Alaska, Hawaii, Maine, Mississippi, North Dakota, South Dakota, Vermont, West Virginia, and Wyoming

Equal Opportunity

The organization is an Equal Opportunity Employer and makes hiring decisions based on experience, skill, aptitude, and approach. Discrimination based on legally protected categories is prohibited.