Revenue Operations Associate - Purview

Overview

This role is responsible for ensuring the accuracy and integrity of Purview’s billing and receivables. You will generate and issue invoices, set up and update client contracts, handle adjustments on existing accounts, and drive collections performance against defined KPIs. You will also coordinate with the accounting team to ensure Purview’s financial figures are accurate, timely, and properly reflected in broader financial reporting.

Responsibilities

Billing & Contract Setup

• Generate and issue accurate, timely invoices for Purview clients.
• Own mid-month and end-of-month billing cycles.
• Set up new client contracts and ensure billing terms are correctly reflected in billing systems.
• Process adjustments to transactions on existing accounts, including credits, corrections, and billing changes.
• Maintain and leverage Maxio (SaaSOptics) for billing, invoicing, deferred revenue, and subscription management.

Accounts Receivable & Collections

• Own accounts receivable for the Purview book of business, tracking aging and following up on outstanding balances.
• Conduct collections outreach to clients with past-due accounts, balancing firmness with a client-first approach.
• Meet defined KPIs around invoicing accuracy, days sales outstanding (DSO), and collections performance.
• Coordinate with the accounting team to reconcile Purview billing and accounts receivable (AR) numbers within overall company financials as part of month-end close.

Client Account Maintenance

• Field and process inbound client requests for account changes (e.g., name updates, billing address updates, contact changes).
• Own responses to a billing and accounts email inbox; triage and delegate requests to the appropriate department when needed.
• Ensure account records remain accurate and current across billing and CRM systems.
• Partner with account management and client advocacy teams when account changes impact the broader client relationship.

Reporting & Business Analysis

• Review billing and AR data with a business lens by checking for reasonableness and flagging anomalies rather than passing data through unchecked.
• Analyze billing, collections, and account trends to identify opportunities for process improvement or revenue recovery.
• Support ad hoc reporting and analysis requests from the accounting team.

Requirements

• Detail-oriented, curious, and eager to learn the finance side of the business.
• High personal accountability for the accuracy of numbers.
• Strong Excel skills, including comfort with formulas and pivot tables, and the ability to organize data.
• Strong numbers orientation and attention to detail; comfortable working with financial data day to day.
• Ability to evaluate data with a business lens—spotting issues that don’t look right.
• Analytical mindset with curiosity to dig into trends and surface opportunities.
• Strong written and verbal communication skills for handling client account requests professionally.
• Self-sufficient and organized, able to manage recurring deadlines and KPI-driven work.
• Desire to improve processes and grow with the organization (not just perform tasks).

Preferred Qualifications

• Entry-level background or coursework in accounting or finance (helpful, though not required).
• Experience with Maxio (SaaSOptics).
• Prior exposure to billing, invoicing, collections, or accounts receivable.
• Experience leveraging AI to improve processes.

Compensation & Benefits

• Not specified.

Location

• Not specified.

Privacy & Confidentiality

This role may require access to Protected Health Information (PHI) and/or confidential client data. The incumbent must demonstrate strong understanding of confidentiality requirements, adhere to all HIPAA regulations and organizational privacy and security policies, and report any known or suspected unauthorized access, use, or disclosure of PHI immediately to the Privacy Officer or Information Security team.