Revenue Staff Accountant

Overview

This role supports operational billing, accounts receivable (A/R), and collections activities as part of the end-to-end quote-to-cash process. Responsibilities include translating customer and contract requirements into billing instructions, system setup, repeatable procedures, and resolving billing exceptions to improve the customer billing experience.

The position reports to the Revenue Manager and involves regular interaction with senior internal stakeholders and outside consultants/partners.

Responsibilities

Billing & Accounts Receivable

• Partner with the Revenue Accounting team to ensure monthly accuracy of billings and accruals recorded in the general accounting ledger, including assessment of compliance with relevant revenue recognition guidance
• Follow up with customers regarding aged A/R balances
• Address customer inquiries and follow-ups from internal customer success teams
• Analyze collections and assist with developing key metrics to track customer A/R collections
• Review received, reconciled, and deposited customer payments
• Coordinate with customer success teams to support prompt invoicing and timely true-ups; issue credit memos timely
• Coordinate with customer success on changes/modifications required in invoicing
• Support refund liability classification for A/R
• Support recurring and usage-based billing, including true-ups, credits, adjustments, and billing schedule changes
• Review and approve invoices and supporting data prior to release to confirm service periods, usage, pricing, credits, and required documentation are accurate (occasionally processing and sending)
• Monitor billing exceptions, system errors, unapplied cash, open credits, partitions, and reconciling items through resolution
• Respond to invoice disputes and payment discrepancies; provide clear explanations of invoice activity, credits, adjustments, billing schedules, and account balances
• Partner with Sales, Sales Operations, and Client Success on new sales, renewals, amendments, expansions, and terminations to understand and operationalize billing requirements
• Review contract terms and commercial provisions that affect invoicing (including pricing, billing cadence, usage measures, and implementation fees) and translate them into billing instructions and system setup
• Support customer account reconciliations, investigate variances, and coordinate corrective actions with internal and customer-facing partners

Contract Building & Implementation

• Support building new contracts, renewals, amendments, expansions, and terminations by reviewing commercial terms and identifying billing requirements
• Translate signed contract provisions into customer and contract setup, billing schedules, usage measures, implementation-fee instructions, invoice requirements, and supporting documentation
• Coordinate implementation handoffs among Sales, Sales Operations, Client Success, Revenue Operations, and Accounting; track open billing items through go-live
• Validate contract setup and the first billing cycle against signed terms, pricing, service periods, and customer-specific requirements; identify and escalate gaps before invoicing
• Maintain contract-to-billing documentation; update procedures or job aids for non-standard billing arrangements
• Support post-implementation reviews of billing issues, true-ups, credits, and contract changes, and incorporate lessons learned into process improvements

Revenue Close, Systems, Controls & Process Improvement

• Support billing-related inputs to monthly and quarterly revenue close, including reconciliations, accrual support, journal-entry preparation, and variance analysis
• Support review of complex or non-standard billing arrangements to promote accurate billing execution and appropriate revenue treatment
• Maintain organized support and evidence for internal controls, audit requests, and management review
• Partner with Workday, Revenue Operations, Data, Engineering, and other technical teams to investigate system issues and improve billing workflows
• Document billing requirements, process procedures, control steps, and issue-resolution playbooks
• Test and validate system/process changes to confirm billing, customer-account, reporting, and revenue impacts are understood before implementation
• Identify root causes, reduce manual effort, strengthen data quality, and improve visibility into billing status and customer account health

Other Duties

• Periodic reporting on cash payments/collections to leadership and investigate delays
• Support month-end close processes
• Support audits performed by external auditors and help with pre-audit preparation
• Perform other duties and projects as assigned to support business operations

Requirements

• 2 years minimum of accounting work experience, focused in customer billing and accounts receivable
• ERP system experience (Workday a plus)
• Excellent verbal and written communication skills
• Demonstrates deep analytical thinking
• Intermediate to advanced proficiency in Microsoft Excel
• Ability to deal sensitively with confidential material
• Highly motivated with the ability to multitask, work independently, and meet deadlines while maintaining a high standard of accuracy
• Ability to manage competing priorities in a dynamic changing environment
• Ability to thrive in a fast-paced, start-up work environment
• Strong understanding of end-to-end billing and quote-to-cash processes in a SaaS, subscription, or usage-based environment
• Experience managing complex customer billing requirements, contract changes, invoice disputes, credits, reconciliations, and billing exceptions
• Experience partnering with Sales, Client Success, Sales Operations, Revenue Operations, FP&A, Accounting, and technical teams
• Experience with Workday ERP and Salesforce; Looker or another business-intelligence tool is a plus
• Working knowledge of GAAP, internal controls, and audit support
• High degree of initiative, professional judgment, professional skepticism, and integrity
• Experience supporting contract setup, implementation, renewals, amendments, expansions, or terminations and translating commercial terms into operational billing requirements
• Ability to coordinate cross-functional implementation handoffs, track open items to resolution, and validate billing readiness before go-live

Preferred Qualifications

• Bachelor’s degree in Accounting, Finance or related field

Compensation & Benefits

Pay

• The base salary range for this full-time position is $61,410 – $80,388 per year in the United States.
• This posted range reflects the portion of an internal salary band currently funded for new hires in this role across standard labor markets (Zones A–C).

Within this range, individual pay is determined by work location, skills, experience, and internal equity.

Benefits & Perks (as applicable)

• 401(k) savings plan through Fidelity
• Comprehensive medical, vision, and dental coverage through multiple plan options (including disability insurance)
• Paid Time Off (PTO) and Discretionary Time Off (DTO)
• 12 weeks of 100% Paid Parental leave
• Family Building & Compassionate Leave: fertility coverage, $25,000 for surrogacy/adoption, and paid leave for failed treatments, adoption or pregnancies
• Work-From-Home reimbursement to support team collaboration home office work

Location

• This role is in the United States and supports standard labor markets across Zones A–C (examples include Phoenix AZ, San Antonio TX, Columbus OH, Charlotte NC; Chicago IL, Denver CO, San Diego CA, Houston TX; Los Angeles CA, Seattle WA, Washington, D.C., Boston MA).