Pontera
Revenue & Billing Operations Manager
New York, New York, United States. Posted 3 months ago
The role
The Revenue & Billing Operations Manager will own the billing lifecycle and partner with Finance, Customer Experience, BI, and Product. This role involves managing billing file validation, payment reconciliation, and the Quote-to-Cash system to ensure accuracy and customer trust.
What you will do
- Review billing files before release, validating rates, minimums, account eligibility, and exceptions.
- Maintain a documented sign-off process and audit trail for every billing release.
- Own the intake-to-application process for checks and ACH.
- Manage unapplied-cash exceptions and reconciliation to AR/GL.
- Track credits and refunds from approval through customer receipt.
- Establish service levels and aging visibility for open credits and disputes.
- Serve as the Finance point person for customer-impacting billing issues.
- Partner with CX on customer language and adoption-risk prioritization.
- Build SOPs, checklists, a RACI, exception queues, and root-cause logs.
- Translate billing defects into Quote-to-Cash requirements and test cases.
Required qualifications
- 8+ years in billing operations, order-to-cash, revenue operations, accounts receivable, or finance operations.
- Hands-on reconciliation experience across billing, CRM, ERP/GL, bank, check, and CSV-based data.
- Strong Excel and data-validation skills, with experience in root-cause analysis, controls, and audit documentation.
- A track record resolving complex billing disputes, credits, and refunds.
- Able to translate financial facts for customer-facing teams without losing control discipline.
- Comfortable influencing & partnering with Finance, CX, Product, RevOps, and Engineering without direct authority.
- Experience with billing-system implementations, requirements gathering, and UAT.
- Senior enough to redesign a process, not simply absorb tickets into an existing one.
Nice to have
- Experience with NetSuite, DealHub, Stripe, or similar billing/ERP and payments platforms.
- Experience in a B2B SaaS or fintech environment.
- Experience partnering directly with Customer Success/Experience teams on billing-related escalations.
Benefits
- Annual Salary of $130,000-$160,000
- Equity grant participation
- Comprehensive & affordable insurance benefits with a variety of plan options
- 401(k) with employer match & employer-sponsored access to a retirement advisor
- Paid parental leave & reimbursement program for family planning services
- Sponsored learning & development program
- Fully stocked kitchen & lunch reimbursement program
- Hybrid office work model
- Generous PTO day
About the company
Pontera is a fintech company on a mission to help people retire better. Their software platform enables retirement savers to manage their 401(k) and other retirement plan accounts via a personalized strategy by a financial advisor.