Billing & Revenue Leader for Growth & Mergers

Cerity Partners; United States; Remote; USD 125,000 - 150,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance

Community involvement

Commuter benefits

Job summary

Cerit y Partners is seeking a Billing & Revenue Manager to lead a dynamic team of eight and oversee daily billing operations during a period of significant merger activity. You will drive accuracy, timeliness, and controls while shaping scalable processes with senior leadership involvement.

You will manage complex billing issues, partner with Finance and Technology, and own change management initiatives to optimize the billing function and client experience across the organization.

Qualifications

• 7+ years of experience in billing, revenue management, or a related finance function, including 3+ years managing people.
• Experience in wealth management, investment management, or a similarly complex financial services environment.
• Hands-on experience with the Orion billing platform, including configuring fee schedules and generating quarterly bills.
• A track record supporting mergers, conversions, system implementations, or other significant organizational changes.
• A proven ability to operate effectively in a dynamic, evolving environment—translating business change into practical solutions, processes, and execution plans.
• Strong leadership, analytical, problem-solving, and project management skills.
• Experience partnering with Technology on system enhancements, testing, automation, and implementation.
• Strong communication and stakeholder-management skills, with the ability to work effectively across functions and levels of the organization, including advisors and client-facing colleagues.
• Bachelor’s degree or equivalent experience.

Responsibilities

• Oversee day-to-day billing and revenue management activities, ensuring accuracy, timeliness, and strong internal controls.
• Lead the billing workstream for mergers, from pre-close due diligence through post-close integration, including evaluating incoming firms’ billing practices, transition planning, and conversion to our billing platform.
• Lead, coach, and develop a team of 8 professionals, owning performance management, staff development, and workload prioritization.
• Own complex billing issues, exceptions, and escalations, driving them to timely resolution.
• Serve as a trusted partner to advisors and client-facing colleagues, responding to billing and fee inquiries with clarity, responsiveness, and a strong client experience in mind.
• Partner closely with Finance, Technology, business teams, and other stakeholders on initiatives and changes that impact billing and revenue.
• Lead the function through business and organizational change, assessing impacts, recommending solutions, and driving implementation as the firm grows and evolves.
• Proactively identify opportunities to standardize, automate, and streamline processes, improving efficiency and building scalability.
• Establish and monitor key metrics, controls, and procedures that strengthen performance and reduce risk.
• Communicate clearly with stakeholders on initiatives, issues, and changes, maintaining strong working relationships across the organization.

Skills

Leadership

Communication

Stakeholder management

Team development

Change management

Process improvement

Education

Bachelor’s degree or equivalent

Tools

Orion billing platform

Addepar

Job description

Cerit y Partners is seeking a Billing & Revenue Manager to lead a dynamic team of eight and oversee daily billing operations during a period of significant merger activity. You will drive accuracy, timeliness, and controls while shaping scalable processes with senior leadership involvement.

You will manage complex billing issues, partner with Finance and Technology, and own change management initiatives to optimize the billing function and client experience across the organization.