Revenue Operations Accountant (SaaS)

Revenue Operations Accountant

Company

Plaid Inc.

Conditions

5 days agoSalary: 105K - 120K

Skills

Candidate Availability

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

You will manage the operating processes that convert signed customer agreements into billing configurations, invoices, reconciliations, and financial records. You will review commercial terms, resolve billing issues, support month-end close, maintain audit documentation, and improve billing controls and automation.

Requirements

• 2–5 years of experience in billing, order management, revenue operations, accounts receivable, accounting operations, or a related function
• Bachelor's degree in Accounting, Finance, Business, or a related field
• Experience in a SaaS, software, fintech, or complex B2B billing environment
• Experience reviewing commercial contracts, order forms, or billing terms
• Experience with customer invoicing, reconciliations, or billing adjustments
• Strong spreadsheet and data-reconciliation skills
• Strong attention to detail
• Strong judgment, ownership, and organizational skills
• Clear written and verbal communication
• Ability to collaborate with finance and non-finance partners
• Ability to manage recurring deadlines

Responsibilities

• Review contracts and order forms to validate pricing, service dates, billing terms, and commitments
• Configure customer billing arrangements
• Run monthly customer invoice cycles
• Reconcile invoice data across billing systems and NetSuite
• Investigate billing discrepancies and incorrect charges
• Process billing adjustments, contract changes, and credit memos
• Resolve billing questions from partner teams
• Support month-end close and accounts receivable reconciliations
• Maintain billing documentation and audit support
• Partner with cross-functional teams to resolve billing issues
• Identify and implement process, control, and automation improvements

Benefits

• Equity

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