Revenue Advisor

Zuora
Summary
Join Zuora as a remote consultant, preferably based in Boston, to help customers and prospects optimize their quote-to-cash business processes. You will conduct on-site discovery workshops, develop maturity assessment frameworks, and deliver strategic recommendations. The role requires expertise in finance-centric consulting, revenue recognition automation, and a deep understanding of the quote-to-cash cycle. Responsibilities include leading functional discovery sessions, crafting tailored solutions, and presenting to C-level audiences. You will work with Go-To-Market and Product organizations to plan transformation strategies and advise clients on building best-in-class Quote-to-Cash experiences. This position offers the opportunity to solve critical business challenges for high-profile clients.
Requirements
- 5+ years of experience as a consultant focusing on quote-to-cash optimization
- Deep expertise in CRM, ERP, and other quote-to-cash solutions across pricing and packaging, deal desk, billing, payments, finance, and accounting domains
- Fundamental understanding of key Order to Invoice organization structure to help deliver a quality process: Sales Desk, Deals Desk, Order Control/Release Desk
- Deep understanding of critical process policies and controls
- Exceptional skills in problem-solving and out-of-the-box thinking
- Strong written, verbal, and presentation communication and a proven track record influencing senior finance audiences (CFOs, CAOs, controllers)
- Self-starter and collaborator with a proven ability to lead through influence
- High energy, a willingness to be creative in formulating engagements with our clients, partners, and colleagues
- Charismatic with a creative challenger mindset and a strong ability to build trust and confidence
- Willingness to travel
- A BA/BS in Accounting or Finance with working knowledge of accounting business processes and ASC 606 / IFRS 15 standards
Responsibilities
- Analyze and optimize the Quote to Cash cycle for prospects and customers to provide best practices on efficiency, accuracy, and operational satisfaction
- Work closely with Solution Consultants and Revenue Advisors to create a vision beyond our products, detailing client journeys, and documenting architectural roadmaps that clarify Zuora’s role in the client’s technology ecosystem
- Consult on operational processes with a deep understanding of customer needs and constraints, including conducting functional discovery sessions and process optimization
- Deliver presentations to a C-Level audience and articulate how Zuora’s platform will allow their business to succeed and grow
- Challenge, recommend, and validate quote-to-revenue processes and data flows across the subscriber lifecycle
- Identify gaps in current state architectures and help define future-state solutions with a roadmap aligned to client business priorities, goals, and objectives
- Educate technical teams on recurring quote-to-revenue architectural concepts and design patterns that take advantage of the value Zuora brings versus traditional order-to-revenue systems
- Build scale by educating internal Solution Consultants on architecture best practices and positioning within the wider opportunity base
Benefits
- Competitive compensation, variable bonus and performance reward opportunities, and retirement programs
- Medical, dental and vision insurance
- Generous, flexible time off
- Paid holidays, “wellness” days and company wide end of year break
- 6 months fully paid parental leave
- Learning & Development stipend
- Opportunities to volunteer and give back, including charitable donation match
- Free resources and support for your mental wellbeing