Billing & Revenue Leader for Growth & Mergers

Cerity Partners; Oregon; Híbrido; USD 125.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health, dental, and vision insurance -

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Descripción de la vacante

Cerity Partners is seeking a Billing & Revenue Manager to lead a team of eight and oversee day-to-day billing and revenue management during a period of growth and merger activity. You will partner with senior leadership, drive process changes, and implement scalable solutions while ensuring accuracy, timeliness, and strong internal controls.

This role requires 7+ years in billing/revenue and experience with Orion, and offers a compensation range of $125,000 to $150,000 per year in the United

Formación

• 7+ years in billing, revenue management, or related finance function with 3+ years managing people.
• Experience in wealth management or similar financial services environment.
• Hands-on Orion billing platform experience with fee schedules and quarterly bills.
• Track record supporting mergers, conversions, or major organizational changes.
• Ability to translate business change into practical processes and execution plans.
• Strong leadership, analytics, problem solving, and project management.
• Experience partnering with Technology on system enhancements and automation.
• Excellent communication and stakeholder management across levels.

Responsabilidades

• Oversee day-to-day billing and revenue management activities with accuracy and timeliness.
• Lead billing workstream for mergers from pre-close due diligence to post-close integration.
• Coach and develop a team of eight, handling performance management and workload prioritization.
• Own complex billing issues, exceptions, and escalations to timely resolution.
• Partner with advisors and client-facing colleagues, ensuring clear billing communications.
• Collaborate with Finance, Technology, and business teams on initiatives affecting billing.
• Lead organizational change, assess impacts, and drive scalable solutions.
• Identify opportunities to standardize, automate, and streamline processes.
• Establish and monitor metrics, controls, and procedures to reduce risk.
• Communicate initiatives and changes with stakeholders across the organization.

Conocimientos

Leadership

Stakeholder management

Project management

Communication

Analytical

Problem solving

Team leadership

Educación

Bachelor's degree or equivalent

Herramientas

Orion billing platform

Descripción del empleo

Cerity Partners is seeking a Billing & Revenue Manager to lead a team of eight and oversee day-to-day billing and revenue management during a period of growth and merger activity. You will partner with senior leadership, drive process changes, and implement scalable solutions while ensuring accuracy, timeliness, and strong internal controls.

This role requires 7+ years in billing/revenue and experience with Orion, and offers a compensation range of $125,000 to $150,000 per year in the United