Senior Manager, Order to Cash

Iterable is the top-rated AI-powered customer engagement platform that helps organizations like Redfin, Priceline, Calm, and Box to activate customers with joyful interactions at scale. With Iterable, organizations drive high growth with individualized, harmonized and dynamic communications that engage customers throughout the entire lifecycle at the right time. Iterable’s data engine, ease of use, and flexible and open architecture makes it the best platform to close the data activation gap by bringing together customer data, ability to design the experiences, deliver them and optimize them. All in one platform. We’ve surpassed $200M in ARR and have raised more than $230M from top-tier investors like Index Ventures, Viking, and CRV. Nearly 1200 companies from over 50 countries around the world rely on us to captivate their many millions of users.

Iterable helps brands unlock growth in the digital era by enabling joyful customer experiences with individualized communications based real-time behavioral data, harmonized cross-channel communications based on customer lifecycle, and dynamic always-on journeys that adapt to customer signals. Our powerful customer communication platform helps marketers manage end-to-end customer engagement programs with enterprise-grade security, compliance and controls for their customers.

Iterable’s momentum grows daily and there has never been a more exciting time to join the team! We’ve been recognized as one of the Best Places to Work - SF for the past five years, recognized as one of Inc’s Best Workplaces and Fastest Growing Companies, and we were recognized on Forbes’ list of America’s Best Startup Employers in 2022. Notably, Iterable has also been listed on Wealthfront’s Career Launching Companies List and has held a top 10 ranking on the Top 25 Companies Where Women Want to Work.

We have a global presence with offices in San Francisco, New York, Denver, and London, and recently expanded our operations to Australia and New Zealand. Iterable’s reach extends worldwide, and we have remote employees across the globe. As we scale, we continue to live by our core four, founding values - Trust, Growth Mindset, Balance, and Humility. To understand the Iterable story, and learn more about our mission, explore our Culture and About Us page.

How you will make an impact:

In this role, you'll be essential to driving the efficiency and effectiveness of the Iterable Orders to Cash Operations. Reporting to the Director of Revenue Accounting, you will help build and operate best in class, scalable order management, invoicing, usage billing and collections functions to support our rapid growth. You will also have opportunities to play a pivotal role in system implementations and related ptimization projects.  This is an incredible opportunity to join a highly motivated, fun team poised for success.

One of our core values is growth mindset and as such, Iterable is a company where everyone can grow. If this is a role that excites you, please do apply as we value applicants for the skills they bring beyond a job description.

In this role you’ll get to:

• Review and process customer order forms into ERP system to ensure accurate and timely billings
• Ensure compliance with applicable regulations and accounting standards (e.g., ASC 606 for revenue recognition)
• Collaborate with deals desk to ensure that contractual commercial terms are accurately represented in SFDC/CPQ and NetSuite
• Reinforce a customer-centric culture in our organization that builds highly collaborative relationships with Sales, Finance, Deal Desk Operations and Senior Leadership.
• Be a hands-on and versatile team player that can perform various tasks ranging from routine close procedures to ad-hoc projects
• Develop and report on  key performance indicators (KPIs) such as team productivity, DSO, AR aging and process bottlenecks within collection and order-to-cash.
• Manage the daily operations of the accounts receivable department, including invoicing, cash application, credit control, and dispute resolution
• Monitor and analyze the accounts receivable aging reports, identify and resolve any issues or discrepancies, and ensure compliance with the company's credit policies
• Serve as the primary contact for customers experiencing issues with billing and/or AR aging. 
• Prepare and review monthly and quarterly accounts receivable reports, reconciliations, and journal entries, and provide accurate and timely financial information to management
• Develop and implement strategies to improve the accounts receivable processes, systems, and controls, and ensure alignment with the company's goals and objectives
• Supervise, coach, and evaluate the performance of the accounts receivable staff, and provide guidance and training as needed
• Establish and maintain effective relationships with customers, sales, customer service, and other departments, and handle any escalated issues or inquiries
• Work closely with the Director of Revenue Accounting to drive execution of initiatives to support revenue growth and optimization

We are looking for people who have:

• Experience with quote to cash systems including Salesforce, Workato, and NetSuite
• Combines the ability to “get into the weeds” and develop and implement best-in-class process strategies
• Strong understanding of billing models, including SaaS subscription, and usage/overages-based.
• Understanding of basic GAAP accounting and ASC 606 principles.  
• Previous experience recommending and implementing process improvements
• Understanding of and experience with revenue recognition in software industry a plus
• Strong analytical skills, exceptional organization and time management skills, and ability to work autonomously
• Ability to forecast issues and identify trends early, evaluate alternatives and implement comprehensive and innovative solutions
• Excellent communication skills, with the ability to collaborate cross-functionally and resolve customer billing issues efficiently
• Proficient with Microsoft Office (Excel, Word, PowerPoint)

Perks & Benefits: 

• Paid parental leave
• Competitive salaries, meaningful equity, & 401(k) plan
• Medical, dental, vision, & life insurance
• Balance Days (additional paid holidays)
• Fertility & Adoption Assistance
• Paid Sabbatical
• Flexible PTO
• Monthly Employee Wellness allowance 
• Monthly Professional Development allowance 
• Pre-tax commuter benefits
• Complete laptop workstation

The US base salary range for this position at the start of employment is $113,500 - $170,000. Within this range, individual pay is determined by specific US work location, as well as additional factors, including job-related skills, experience, relevant education or training, and internal equity considerations.

Please note that the range listed above reflects only base salary. The total compensation package includes variable pay (where applicable), equity, plus a range of benefits, including medical, dental, vision, and financial. In addition, we offer perks such as generous stipends for health & fitness and learning & development, among others.

Iterable is an Equal Employment Opportunity employer that proudly pursues and hires a diverse workforce. Iterable does not make hiring or employment decisions on the basis of race, color, religion or religious belief, ethnic or national origin, nationality, sex, gender, gender-identity, sexual orientation, disability, age, military or veteran status, or any other basis protected by applicable local, state, or federal laws or prohibited by Company policy. Iterable also strives for a healthy and safe workplace and strictly prohibits harassment of any kind. Pursuant to the San Francisco Fair Chance Ordinance and other similar state laws and local ordinances, and its internal policy, Iterable will also consider for employment qualified applicants with arrest and conviction records.