5-7 years in O2C operations, finance, or relevant field
Strong familiarity with Salesforce, Oracle ERP, NetSuite, and related platforms
Experience in billing, invoicing, collections, and revenue recognition
Demonstrated ability to lead cross-functional teams and manage stakeholders
Strong analytical skills to inform decision-making and process improvements
Proven capacity to balance technical requirements with business strategy
Excellent communication skills, both written and verbal
Responsibilities
Define the O2C roadmap across multiple operational functions
Serve as the subject matter expert on relevant financial systems
Collaborate with diverse departments to align and prioritize work
Own and manage the backlog to reflect corporate strategy and goals
Mature the O2C operating model to streamline processes and governance
Lead requirement alignment throughout the entire O2C lifecycle
Support the migration from legacy systems to new platforms while ensuring continuity
Benefits
Opportunity to work in a dynamic, cross-functional team
Access to ongoing professional development and training
Involvement in impactful projects that drive company transformation
Flexible working arrangements to maintain work-life balance
Comprehensive healthcare and wellness programs
Full Job Description
Capabilities in Scope:
Billing, Invoicing & Customer Support: Manage billing schedules, invoice generation and delivery, consolidated and usage-based billing, credit memos, refunds, tax treatment, financial posting, customer inquiries, invoice explanations, disputes, and corrections.
Invoice to Cash: Support payment processing, cash application, credit and collections, KYC and credit checks, disputes, write-offs, and bad debt.
Payments & Cash Application: Enable tokenization, autopay, authorization, settlement, lockbox, wire/ACH, refunds, chargebacks, receivables updates, and payment-status synchronization across Salesforce, Oracle, Gr4vy, GoCardless, and related platforms.
Revenue Recognition & Accounting: Support revenue recognition, contract assets and liabilities, journal posting, ARR and revenue reporting, and alignment across Salesforce Revenue Cloud, RightRev, and Oracle ERP Cloud.
Order Management: Create, validate, submit, and manage orders across direct sales, ecommerce, partner/channel, and EDI motions.
Collections & Credit: Support dunning, collections strategy, invoice disputes, payment follow-up, credit management, GetPaid, and AI-enabled automation.
Tax, E-Invoicing & Compliance: Support tax calculation and exemptions, invoice and credit-memo tax treatment, e-invoicing, auditability, internal controls, security, and data privacy.
Reporting & Data: Keep order, invoice, payment, customer, revenue, and finance data reliable, traceable, and available for operational, financial, AR, and enterprise reporting.
Key Responsibilities:
Product Ownership & Strategy
Define the O2C roadmap across order management, billing, invoicing, payments, collections, revenue recognition, tax, reporting, and finance operations.
Serve as O2C subject matter expert across Salesforce, NetSuite, GetPaid, Oracle ERP/Fusion, Salesforce Revenue Cloud Advanced, RightRev, MuleSoft/OIC, Gr4vy/GoCardless, OneSource, Snowflake, and boundary applications.
Partner with Finance, Billing, Collections, Revenue and Sales Operations, Customer Operations, Product, Engineering, Architecture, Security, and IT to define requirements, prioritize work, and deliver scalable outcomes.
Own and prioritize the backlog against corporate strategy, finance transformation, customer experience, revenue operations, and NextGen migration goals.
Balance legacy investment with transformation, funding only enhancements that create measurable value, reduce risk, or improve migration readiness.
Mature the O2C operating model by simplifying processes, clarifying ownership, improving handoffs, reducing manual work, and strengthening governance.
Apply strong knowledge of MSPs, subscription and usage-based models, customer lifecycle processes, and Corporate/BIS systems.
Order-to-Cash Lifecycle Execution
Lead requirements and solution alignment from order submission through invoicing, payment, collections, revenue recognition, tax, and reporting.
Translate complex processes into clear requirements, user stories, acceptance criteria, process flows, and testable outcomes.
Ensure order, invoice, payment, credit memo, customer, tax, receivables, and revenue data remains consistent and traceable across integrations.
Partner with technical teams on integrations among Salesforce, Oracle, NetSuite, Gr4vy, GoCardless, OneSource, Snowflake, GetPaid, MuleSoft, and Oracle Integration Cloud.
Support migration from legacy NetSuite O2C capabilities to the Salesforce and Oracle ecosystem while maintaining business continuity.
