Senior Manager, Order to Cash

Summary

Join Iterable, a top-rated AI-powered customer engagement platform, as an essential member of the Orders to Cash Operations team. Reporting to the Director of Revenue Accounting, you will play a pivotal role in building and operating best-in-class order management, invoicing, and collections functions. You will contribute to system implementations and optimization projects, ensuring accurate and timely billings while maintaining compliance with regulations. This role requires strong analytical and communication skills, experience with relevant systems (Salesforce, NetSuite, Workato), and a deep understanding of billing models and GAAP accounting. Iterable offers a highly motivated team environment, competitive compensation, and a comprehensive benefits package.

Requirements

• Experience with quote to cash systems including Salesforce, Workato, and NetSuite
• Combines the ability to “get into the weeds” and develop and implement best-in-class process strategies
• Strong understanding of billing models, including SaaS subscription, and usage/overages-based
• Understanding of basic GAAP accounting and ASC 606 principles
• Previous experience recommending and implementing process improvements
• Strong analytical skills, exceptional organization and time management skills, and ability to work autonomously
• Ability to forecast issues and identify trends early, evaluate alternatives and implement comprehensive and innovative solutions
• Excellent communication skills, with the ability to collaborate cross-functionally and resolve customer billing issues efficiently
• Proficient with Microsoft Office (Excel, Word, PowerPoint)

Responsibilities

• Review and process customer order forms into ERP system to ensure accurate and timely billings
• Ensure compliance with applicable regulations and accounting standards (e.g., ASC 606 for revenue recognition)
• Collaborate with deals desk to ensure that contractual commercial terms are accurately represented in SFDC/CPQ and NetSuite
• Reinforce a customer-centric culture in our organization that builds highly collaborative relationships with Sales, Finance, Deal Desk Operations and Senior Leadership
• Be a hands-on and versatile team player that can perform various tasks ranging from routine close procedures to ad-hoc projects
• Develop and report on key performance indicators (KPIs) such as team productivity, DSO, AR aging and process bottlenecks within collection and order-to-cash
• Manage the daily operations of the accounts receivable department, including invoicing, cash application, credit control, and dispute resolution
• Monitor and analyze the accounts receivable aging reports, identify and resolve any issues or discrepancies, and ensure compliance with the company's credit policies
• Serve as the primary contact for customers experiencing issues with billing and/or AR aging
• Prepare and review monthly and quarterly accounts receivable reports, reconciliations, and journal entries, and provide accurate and timely financial information to management
• Develop and implement strategies to improve the accounts receivable processes, systems, and controls, and ensure alignment with the company's goals and objectives
• Supervise, coach, and evaluate the performance of the accounts receivable staff, and provide guidance and training as needed
• Establish and maintain effective relationships with customers, sales, customer service, and other departments, and handle any escalated issues or inquiries
• Work closely with the Director of Revenue Accounting to drive execution of initiatives to support revenue growth and optimization

Preferred Qualifications

Understanding of and experience with revenue recognition in software industry a plus

Benefits

• Paid parental leave
• Competitive salaries, meaningful equity, & 401(k) plan
• Medical, dental, vision, & life insurance
• Balance Days (additional paid holidays)
• Fertility & Adoption Assistance
• Paid Sabbatical
• Flexible PTO
• Monthly Employee Wellness allowance
• Monthly Professional Development allowance
• Pre-tax commuter benefits
• Complete laptop workstation