Revenue Manager

Overview

This role is remote eligible and preferred for candidates in the Pacific Standard Time zone.

Compensation & Benefits

• Salary: $150,000-$160,000 + 10% bonus potential
• Employer-sponsored health insurance (medical, dental, vision)
• 401k + 5% match
• Attractive total compensation package

Responsibilities

• Revenue recognition (ASC 606): Serve as the organization’s ASC 606 expert. Own revenue recognition across all revenue streams, including advisory fees (e.g., AUM-based), recurring retainer/subscription fees, project-based tax and planning engagements, and commission revenue.

• Research and document technical memos for new offerings, pricing models, bundled services, and contract changes.

• Set and maintain the organization’s revenue recognition policy.

• Commission and bonus management: Calculate, accrue, and manage commissions and bonuses for advisors, sales, and client-facing staff. Ensure payouts align with recognized revenue and plan terms.

• Capitalize and amortize commission costs under ASC 340-40.

• Partner with HR, Payroll, and Sales leadership on plan design, dispute resolution, and reporting of compensation cost as a share of revenue.

• Month-end close: Run monthly and quarterly revenue close, including journal entries, deferred and unbilled revenue schedules, reconciliations, and flux analysis with clear explanations.

• Systems and data integrity: Own data flow and integrity between Salesforce, NetSuite, and connected billing and custodial platforms. Create exception reports/dashboards to flag mismatches before close.

• Billing oversight: Oversee fee calculation and invoicing accuracy, including advisory fee billing reviews, discounts and fee schedules, and collections reporting.

• Integrating acquisitions: Lead the revenue workstream for acquisitions—conduct diligence on target revenue quality, harmonize revenue policies and compensation plans, and move acquired client books, billing, and payout structures into Salesforce and NetSuite.

• Cross-sell reporting: Report revenue per client and cross-service revenue across wealth, tax, and practice services.

• AI and automation: Identify and deploy AI tools and automation for contract review, reconciliations, commission calculations, variance commentary, forecasting, and reporting—while keeping human review and audit trails in place.

• Controls and audit: Design and document revenue and commission controls. Act as the primary contact for external auditors on revenue and support regulatory exams.

• Cross-functional partnership: Advise Sales, Advisors, Client Service, Legal, Compliance, and FP&A on revenue and systems impact of new offerings, pricing, and deal terms before launch.

Requirements

• Bachelor’s degree in accounting or finance. CPA preferred.
• 5+ years of progressive revenue accounting or revenue operations experience in SaaS, professional or consulting services, or financial services.
• Expert-level ASC 606 knowledge: Demonstrated ability to apply the five-step model to complex, multi-element arrangements. Experience writing technical accounting memos and defending positions with external auditors.
• Commission and bonus experience: 3+ years managing commission and bonus programs, including building calculation models, booking accruals, reconciling to payroll, and applying ASC 340-40 to capitalized contract costs.
• Salesforce and NetSuite: 5+ years hands-on experience, including reporting, data fixes, and supporting integrations. Experience with NetSuite ARM or Suite Billing is a plus.
• AI and automation: Hands-on use of AI tools (for example, Claude, ChatGPT or Copilot) and automation/integration platforms (for example, Boomi or Celigo) to improve finance workflows.
• Advanced Excel and data skills.
• Experience building scalable close processes and internal controls in a fast-growing environment.

Preferred Qualifications

• Based in Pacific Standard Time zone
• Experience at an RIA, wealth management firm, tax or accounting practice, or other fee-based financial services business
• Familiarity with advisory fee billing, custodial data, or wealth platforms
• Experience with advisor compensation models (e.g., revenue-share, AUM-based payouts, production bonuses)
• Experience integrating acquired firms in a roll-up or PE-backed environment
• Understanding of insurance commission revenue and multi-entity or affiliate accounting
• Working knowledge of data privacy rules for client financial and health information (such as GLBA/Reg S-P and HIPAA) and comfort working within related controls
• Interest in serving healthcare professionals and in a startup-style, high-growth culture

Work Authorization

Applicants must be authorized to work in the United States and able to provide proof of work authorization within three days of start date. Sponsorship and visa takeover are not available at this time.