Revenue Automation and Data Lead

Overview

This role involves leading the identification, design, and delivery of automation solutions across the revenue, billing, and accounts receivable lifecycles. The position partners closely with Robotic Process Automation (RPA) and Accounting Operations teams to develop scalable, SOX-compliant automation processes. The individual will also build and maintain advanced Alteryx workflows and dashboards to enhance visibility, reconciliation, and decision-making throughout the quote-to-cash process.

This is an individual contributor role reporting to the Senior Manager of Revenue Accounting.

Responsibilities

• Identify and prioritize high-impact automation opportunities across the quote-to-cash process, 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 workflows using Alteryx Designer
• 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 processes for financial data within Snowflake
• Design and maintain Tableau dashboards to provide insights into revenue, billing, and accounts receivable performance
• Train and mentor new Alteryx users within the accounting organization, promoting workflow standards and best practices
• Conduct ad hoc analyses and projects independently

Requirements

Basic Qualifications

• 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
• Proficiency with Alteryx, including Alteryx Server
• Proven experience transitioning manual finance processes into automated, scalable environments

Preferred Qualifications

• Strong attention to detail with excellent analytical and 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 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
• Solid 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 obtain one
• Exceptional communication skills with the ability to influence cross-functional stakeholders and lead teams through technological changes

Compensation & Benefits

Salary Range (based on location)

• California: $118,000 - $183,050 base salary
• Illinois, Colorado, Massachusetts, Minnesota: $111,900 - $153,900 base salary
• Washington, Maryland, New Jersey, New York (including NYC metro area): $111,900 - $162,250 base salary
• Washington DC: $118,000 - $162,250 base salary
• Ohio: $98,700 - $135,750 base salary

Additional Compensation

• Bonus: Eligible for company bonus plan based on performance; sales personnel may be eligible for variable incentive pay
• Stock: Eligible to receive Restricted Stock Units (RSUs)

Benefits

• Paid time off including earned leave and paid company holidays based on region
• Paid parental leave up to six months following birth, adoption, or foster care placement
• Comprehensive health benefits with options for employer-paid plans from day one
• Retirement plans with potential employer contributions
• Learning and development opportunities including coaching, online courses, and education reimbursements
• Compassionate care leave for life-changing events

Location

This position is remote, with the employee working primarily from a designated remote work location. The role does not require frequent presence in an office.

Additional Information

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

Equal Opportunity

The employer is committed to building a diverse workforce and provides equal employment opportunities without discrimination based on legally protected categories. Reasonable accommodations are available for qualified individuals with disabilities or for religious reasons during the application process.