Revenue Operations & Accounting Manager

San Francisco, CA - USA

Monthly Salary: Not Disclosed

Posted on: 5 days ago

Vacancies: 1 Vacancy

Job Summary

InvestorFlow is the only company of its kind to deliver industry specialized CRM built on Salesforce and digital portals to help alternative asset firms find opportunities create and manage relationships and turn relationship insights into action with increased productivity and transparency.

We are seeking a highly analytical and detail-oriented Revenue Operations & Accounting Manager to own our end-to-end global revenue operations. This role is critical in ensuring accurate revenue recognition high-quality invoicing and robust customer ARR analytics for a fast-growing mid-sized SaaS business. This highly visible role will also lead the development of automation and process improvements across revenue operations modernizing workflows that are currently more manual than preferred.

The ideal candidate has a strong accounting foundation understands SaaS business models can interpret customer contracts and is comfortable managing and analyzing large datasets. This position partners closely with Sales Customer Success Professional Services and FP&A organizations to ensure revenue is recorded accurately and business decisions are supported by timely insights.

This role is highly visible and cross-functional working closely with the CEO CFO and COO to provide critical revenue insights that inform strategic decisions forecasting and operational execution.

You Will:

Revenue Accounting & Contract Review
Review customer contracts order forms SOWs and amendments to identify performance obligations pricing and billing terms.
Determine and document proper revenue recognition in accordance with ASC 606 for U.S. GAAP IAS/IFRS for UK subsidiary and internal accounting policies.
Maintain revenue schedules deferrals and adjustments within NetSuite.
Ensure monthly close activities related to revenue are completed accurately and on time.

Billing & Invoicing
Prepare and issue customer invoices in NetSuite with a high degree of accuracy.
Ensure invoicing reflects contract terms including renewals upsells co-terming ramp schedules and usage-based components.
Work with Sales and Customer Success to resolve billing discrepancies or customer inquiries.

Sales Commissions
Calculate monthly and quarterly sales commissions based on commission plans attainment and approved deals.
Ensure commissions accounting complies with ASC 340-40 and maintain deferred commission amortization schedules.
Partner with Sales Operations HR and Payroll to ensure timely review approval and payment.
Maintain detailed and auditable commission schedules.

ARR Customer Analytics & Reporting
Own and maintain the companys ARR database ensuring accuracy across new bookings upsells downsells churn and renewals.
Produce recurring analytics including ARR waterfalls churn analysis retention metrics product mix and cohort trends.
Support FP&A with forecasting inputs related to renewals churn risk and pipeline conversion.
Develop dashboards and reporting packages for leadership and Board presentations.

Data Management & Systems Ownership
Maintain accurate high-quality customer contract and revenue data across NetSuite Salesforce and supporting Excel-based reporting tools.
Work cross-functionally to design and implement system enhancements integrations and controls across billing revenue and ARR reporting.
Own and continuously improve revenue-related processes with a focus on strengthening data integrity reducing manual touchpoints and driving workflow automation.

You Have:

Bachelors degree in Accounting Finance or related field
36 years of experience in revenue accounting financial operations or audit.
Strong understanding of SaaS revenue models and ASC 606 ASC340-40 and IAS.
Experience with NetSuite required (Advanced Revenue Management preferred); familiarity with Salesforce SaaSOptics/Maxio or similar ARR tools a plus.
Advanced Excel/Sheets skills; ability to work with large datasets and build analytical models.
Strong business judgment and ability to interpret complex customer contracts.
Exceptional attention to detail and commitment to data accuracy.
Comfortable operating in a fast-paced high-growth environment with cross-functional collaboration.

$12500 - $155000 a year

InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences productivity and engagement. Our cloud-native platform integrates deal flow management fundraising reporting and investor services. We are proud to serve over 175 clients including 25 of the top 50 alternative asset managers managing more than $6 trillion in assets 750 funds and 90000 LPs. Headquartered in San Francisco California we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company please visit .

Required Experience:

Manager

InvestorFlow is the only company of its kind to deliver industry specialized CRM built on Salesforce and digital portals to help alternative asset firms find opportunities create and manage relationships and turn relationship insights into action with increased productivity and transparency.We are s...