Role Description
Retool is scaling quickly, and our revenue accounting and billing operations are scaling with it. To support our continued growth and maturity, we are looking for an AR & Billing Operations Manager to own our billing and collections operations.
This person will take full ownership of our billing operations, coordinate closely with extended team members, our customers and external partners, and serve as our point person for indirect tax compliance. We will also look to you to help us build processes, develop controls, and identify opportunities for automation that will help us scale.
If you thrive in a fast-paced environment with high visibility amongst cross-functional partners, enjoy building scalable processes, and want to make a meaningful impact on a growing finance team, this role is for you.
Qualifications
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6+ years of relevant experience in billing operations, accounts receivable, or finance operations at a high-growth SaaS company
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Bachelor's degree in Accounting, Finance, Business, or related field preferred
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Strong working knowledge of NetSuite, including sales order creation, data imports, and how billing data is structured within the ERP
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Proficiency in Salesforce and comfort navigating the data relationship between Salesforce and NetSuite, including identifying and resolving sync issues or data discrepancies
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Experience working with Stripe, including reconciling payment data to an ERP and understanding how it flows into billing and reporting workflows
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Genuinely tech-savvy and data-fluent β comfortable manipulating and transforming datasets and motivated to find smarter, more automated ways to handle recurring data tasks; strong Excel or Google Sheets required; SQL a plus
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Familiarity with indirect tax concepts (US sales tax, VAT) and experience coordinating with external tax advisors a strong plus
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Strong organizational skills; a detail-oriented self-starter with the ability to work independently, manage multiple priorities, and drive continuous improvement
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Excellent communication skills, both written and verbal, with the ability to partner cross-functionally and engage external stakeholders effectively
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Prior experience in a start-up or high-growth environment preferred
Requirements
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Own end-to-end billing operations, ensuring accuracy and efficiency across the full billing cycle and appropriate segregation of duties in sales order processing
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Maintain strong AR health through proactive aging reviews, collections coordination with the sales team, and timely resolution of billing inquiries
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Lead quarter-end write-off recommendations and own AR reporting, including aging analysis, allowance for doubtful accounts, and related GL reconciliations
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Serve as the internal expert on data flows across Salesforce, NetSuite, and Stripe β identifying data integrity issues, managing recurring data transformation workflows, and driving toward more automated, scalable processes
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Reconcile payment processor data to the ERP, supporting both billing accuracy and indirect tax data needs
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Act as the primary liaison with our third-party indirect tax provider, validating data prior to return preparation and supporting VAT registrations and filings as we expand into new jurisdictions
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Partner cross-functionally with Revenue Operations, Sales, and Finance to resolve billing discrepancies, standardize procedures, and support month-end close
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Respond to billing and AR-related questions from internal stakeholders with professionalism and efficiency
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Support special projects as needed, including systems implementations, process redesigns, and automation initiatives
Company Description