Product Billing & Financial Integration Specialist

Productivity Pilot

Productivity Pilot

Administration, Accounting & Finance · Full-time
Posted on Feb 19, 2025

Location:

Ohio - Remote / Hybrid

About the Role:

We are seeking a strategic and results-driven Product Manager – Billing & Financial Integration to lead the evolution of our billing and revenue management systems. The ideal candidate has a strong foundation in product management, deep FinTech expertise, and a background in accounting, ERP systems, and SaaS billing solutions. You will play a critical role in scaling billing processes, driving financial compliance, and implementing automated solutions to improve efficiency. Initially, the role will involve migrating customer accounts from a legacy entity into a newly created company, prepping for scale.

Key Responsbilities:

  • Own the strategy and roadmap for billing migration and financial integrations, ensuring alignment with company goals.
  • Lead the implementation of billing, CRM, and ERP tools to streamline revenue operations.
  • Collaborate with cross-functional teams, including engineering, finance, sales, and implementation to define requirements and deliver scalable billing solutions.
  • Optimize account billing workflows, including upgrades, downgrades, add-ons, and marketplace transactions.
  • Work closely with COO/CFO to improve financial reporting accuracy by automating accounting close cycles and revenue recognition processes.
  • Drive compliance efforts for financial regulations (SOC2, GDPR, ISO, State level sales tax).
  • Identify revenue opportunities and optimize billing accuracy.
  • Enhance customer experience through innovative billing solutions and proactive issue resolution.

Qualifications:

  • 5+ years of experience in product management, financial operations, or a related field.
  • Strong understanding of SaaS, SaaS billing systems, Zuora (preferred), Zoho (preferred), and revenue operations.
  • Proven ability to drive billing scalability, automation, and process optimization.
  • Experience with financial compliance, tax regulations, and payment gateways.
  • Ability to translate complex financial concepts into actionable technical solutions.
  • Excellent cross-functional collaboration and communication skills.
  • Strong analytical skills with expertise in data analysis and workflow design.
  • Bachelor’s degree in Accounting, Finance, Business, CS, or a related field preferred.

Preferred Experience:

  • Hands-on experience with Zuora billing tools, ERP/CRM solutions (Zoho, NetSuite, Salesforce, or similar), and financial planning software.
  • Background in quality assurance testing, revenue recovery, and billing optimizations.
  • Exposure to SaaS business models and subscription-based pricing strategies.
  • Working with pace in a Series A-B level company scaling into the market..

Why Join Us?

  • Opportunity to lead high-impact billing and financial automation initiatives.
  • Work with cutting-edge SaaS and FinTech solutions.
  • Be part of a collaborative, growth-driven environment.
  • Competitive salary and benefits package.

How to Apply: Interested candidates should submit their resume and a brief cover letter outlining their experience in billing and financial integration product management to rylan@ppwfm.com.

Productivity Pilot is an equal opportunity employer.

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