Revenue Operations Accountant

Plaid
San Francisco
Workplace: HybridFull timeUSD 105,000 - 120,000 annuallyFunction: Revenue Operations (RevOps)Experience: 2-5 yearsEducation: bachelorsSkills: ["Attention to detail","Judgment","Ownership","Organizational skills","Written and verbal communication"]

Own the operating layer of the order-to-cash process, turning signed customer agreements into accurate billing configurations, invoices, reconciliations, and financial records. Review contracts and order forms, run monthly invoice cycles, and reconcile billing data across systems like NetSuite and Salesforce. Resolve billing questions and support month-end close through AR reconciliations, adjustments, and variance analysis, while helping automate and scale controlled processes.

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FursaFursa
Plaid
Plaid
3 days ago

Revenue Operations Accountant

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Own the operating layer of the order-to-cash process, turning signed customer agreements into accurate billing configurations, invoices, reconciliations, and financial records. Review contracts and order forms, run monthly invoice cycles, and reconcile billing data across systems like NetSuite and Salesforce. Resolve billing questions and support month-end close through AR reconciliations, adjustments, and variance analysis, while helping automate and scale controlled processes.
Location: San Francisco
Workplace: Hybrid
Employment Type: Full time
Job Function: Revenue Operations (RevOps)
Seniority: Mid level

Key Responsibilities

  • •Review closed-won contracts and order forms to validate pricing, service dates, billing terms, minimum commitments, and other commercial details
  • •Configure customer billing arrangements accurately and on time
  • •Run and support monthly customer invoice cycles
  • •Reconcile invoice data between Plaid billing systems and NetSuite, investigating discrepancies and incorrect or duplicate charges
  • •Support month-end close through billing and AR reconciliations, adjustment files, journal-entry support, and variance analysis

Pay and Benefits

Salary: USD 105,000 - 120,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401k

Key Requirements

  • •2–5 years of experience in billing, order management, revenue operations, accounts receivable, accounting operations, or a related order-to-cash function
  • •Bachelor’s degree in Accounting, Finance, Business, or a related field
  • •Experience in a SaaS, software, fintech, or other complex B2B billing environment
  • •Experience reviewing commercial contracts, order forms, or customer billing terms
  • •Experience supporting customer invoicing, reconciliations, or billing adjustments
Experience:2-5 yearsSaaSFintechB2B billingRevenue operationsOrder-to-cash
Education:Bachelor's in Accounting, Finance, Business, or a related field
Skills:Attention to detailJudgmentOwnershipOrganizational skillsWritten and verbal communication
Tech Stack:NetSuiteSalesforceSpreadsheets

Company Brief

Plaid
Provides APIs that enable applications to connect with users’ bank accounts, verify financial data, and power payment and account verification workflows for fintechs and financial services companies.
Industry: Fintech Infrastructure
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Funding: Series D
Headquarters: San Francisco, United States
Founded: 2013
WebsiteLinkedIn