Related skills
crm google sheets excel invoicing expensify📋 Description
- Own billing operations from contract to invoice delivery and issue resolution.
- Manage collections workflow and AR follow-up with account owners.
- Build and improve finance processes across expenses, onboarding, and payments.
- Partner with Accounting to ensure transactions flow into the books and month-end close.
- Administer and optimize core tools like Ramp, Brex, Expensify, and billing workflows.
- Document SOPs, define handoffs, and create KPI dashboards for timeliness and collections.
🎯 Requirements
- 6+ years in finance operations, revenue operations, or order-to-cash roles in tech.
- Strong experience with billing operations, collections, spend management, and workflow design.
- Comfort with ambiguity and building processes from scratch in fast-changing environments.
- Strong systems fluency with Excel/Google Sheets and Ramp, Brex, Expensify, and CRM integrations.
- Detail-oriented and operationally rigorous with strong follow-through.
- Excellent cross-functional communication skills.
🎁 Benefits
- Experience supporting enterprise contracts or usage-based pricing models.
- Experience with data cleanup, finance systems implementation, or workflow automation.
- Exposure to SaaS metrics, revenue recognition concepts, or AI software businesses.
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