Billing & Revenue Operations Lead (Fintech)

Pontera Solutions Inc.; New York (NY); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Equity

Healthcare

401(k) with employer match

Parental leave

Professional development

Lunch reimbursement

Hybrid office schedule

Job summary

Pontera is seeking a Senior Billing Operations Specialist to partner with Finance, CX, and Product, owning end-to-end billing processes and ensuring accuracy and trust across customers.

You will build and enforce controls for the Quote-to-Cash lifecycle, lead UAT, and drive improvements in reconciliation, sign-off workflows, and exception handling to scale Pontera’s billing operations for a fast-growing fintech platform.

Qualifications

• 5+ years in billing operations, order-to-cash, revenue operations, accounts receivable, or finance operations.
• Hands-on reconciliation experience across billing, CRM, ERP/GL, bank, check, and CSV-based data.
• Strong Excel and data-validation skills, with experience in root-cause analysis, controls, and audit documentation.
• Experience with billing-system implementations, requirements gathering, and UAT.

Responsibilities

• Review billing files before release, validating rates, minimums, account eligibility and status, duplicate or overlapping lines, legal entity, credits, and exceptions.
• Maintain a documented sign-off process and audit trail for every billing release.
• Own the intake-to-application process for checks and ACH, including remittance logging, endorsement standards, deposit evidence, and matching to invoices.
• Manage unapplied-cash exceptions and reconciliation to AR/GL, and prevent collections notices from going out while a payment is under active reconciliation.
• Track credits and refunds from approval through customer receipt, investigating variances and coordinating rebills.
• Establish service levels and aging visibility for open credits and disputes.
• Serve as the Finance point person for customer-impacting billing issues, providing verified facts, an owner, a due date, and a next update.
• Partner with CX on customer language and adoption-risk prioritization.
• Build SOPs, checklists, a RACI, exception queues, approval rules, and root-cause logs, converting repeated one-off fixes into scalable controls and automation requirements.
• Translate real billing defects into Quote-to-Cash requirements and test cases; maintain a living “will solve / will not solve / unknown” list.
• Lead UAT for billing and reconciliation scenarios, and own exceptions after launch.

Skills

Billing operations

Reconciliation

Excel

Data validation

Stakeholder collaboration

Tools

NetSuite

DealHub

Stripe

Job description

Pontera is seeking a Senior Billing Operations Specialist to partner with Finance, CX, and Product, owning end-to-end billing processes and ensuring accuracy and trust across customers.

You will build and enforce controls for the Quote-to-Cash lifecycle, lead UAT, and drive improvements in reconciliation, sign-off workflows, and exception handling to scale Pontera’s billing operations for a fast-growing fintech platform.