Director of Revenue Assurance

Summary

Join Sourcepass, an IT consulting company, as their Director of Revenue Assurance. You will ensure accurate invoicing, prevent revenue leakage, and oversee the billing team. Responsibilities include training the billing team, establishing KPIs, overseeing customer agreements, and developing policies to optimize billing processes. You will also manage the ConnectWise Manage PSA system, conduct revenue assurance audits, and collaborate with other departments to improve processes. The ideal candidate has a Bachelor's degree, 3-5 years of experience in a similar role with an MSP, and ConnectWise Manage administration experience. A competitive salary of $125,000+ is offered.

Requirements

• Bachelor's Degree preferred
• Minimum 3- 5 years of experience working for a Managed Service Provider
• Minimum 3- 5 years of Admin experience with ConnectWise Manage PSA
• Minimum 3- 5 years of experience in Billing / Revenue Assurance management role
• Prior M&A integration experience
• Intermediate to Proficient Excel skills required
• Microsoft Office experience required
• Strong verbal and written communication and interpersonal skills required
• Demonstrated ability to prioritize work and manage multiple projects concurrently
• Maintain strict confidentiality of sensitive client and company information
• Ability to work independently
• Must be flexible and available to work hours outside of regular business hours based on department needs

Responsibilities

• Train and mentor the billing team, providing ongoing support and professional development
• Establish KPI’s for the billing team and monitor performance
• Oversee customer agreements setup and maintenance for recurring revenues in Connectwise Manage
• Develop and implement policies, initiatives and tactics to optimize agreement management and billing processes
• Develop documentation, including business workflows, process narratives and procedure walkthroughs
• Oversee the monthly true up process and develop strategies to automate and optimize for efficiency
• Review Professional Services Projects to ensure alignment with SOWs and accurate billing structure
• Implement formalized review procedures and controls to ensure completeness and accuracy of billing
• Act as Escalation Point for Billing Team, Client Strategy and professional services for billing inquiries, disputes, and credit memos
• Carry out revenue assurance audits across the revenue cycle
• Evaluate the revenue cycle from the time of order through to when the payment is received to identify opportunities to prevent or mitigate revenue loss and mitigate financial risk
• Maintain data integrity within Connectwise Manage
• Connectwise Manage database management and data analysis
• Collaborate with all departments to develop / improve /automate internal processes, and ensure scalability and cohesiveness among cross functional teams
• M & A Integrations – Review acquisition data and PSA platform and plan to have it integrated into Connectwise Manage
• Solid understanding of sales tax requirements
• Preparing annual assessments for staff
• Support year-end audit process, and requests for other non-recurring audits
• Maintain knowledge of applicable laws, regulations, and compliance standards
• Meet deadlines communicated by management
• Special projects and ad hoc reporting, as requested

Preferred Qualifications

NetSuite experience a plus