Director of Global Process Owner (Order to Cash)

SonarSource; Austin (TX); Hybrid; USD 230,000 - 320,000; Full time

Benefits offered by this job

401K Plan

Healthcare coverage

PTO 25 days

Parking space

Remote work 2 days per week

Job summary

Sonar seeks a Director, Global Process Owner – Order to Cash in Austin, TX to own the end-to-end OTC lifecycle, from quote to cash collection, and to design the operating model that will scale with the company’s growth.

You will partner with Deal Desk, Revenue Ops, Billing, Accounting, Treasury, and Tech to eliminate fragmentation, drive automation, and establish a best-in-class OTC process with strong internal controls and reporting cadence.

Qualifications

• 10+ years of experience in finance operations and OTC/process design.
• Proven track record leading end-to-end OTC transformations.
• Strong governance, controls, and SOX-readiness exposure.

Responsibilities

• Own the end-to-end OTC lifecycle from quote to cash collection.
• Design operating model, SOPs, and governance for scalable OTC processes.
• Lead cross-functional partnerships with Deal Desk, Billing, Revenue Ops, and Tech.
• Build and implement SOX-ready controls and dashboards with clear KPIs (DSO, cycle times).
• Drive automation and reduce fragmentation across systems (NetSuite, CPQ, RevStream, Stripe).

Skills

Finance ops leadership

Cross-functional collaboration

Process governance

Tools

NetSuite

Salesforce CPQ

Aptitude RevStream

Stripe

Job description

• This is a rare opportunity to build something from the ground up. Sonar is a SaaS company at a pivotal stage of growth, and our Order-to-Cash (OTC) cycle is the financial backbone of that growth. As our first-ever Director, Global Process Owner – Order to Cash, you won’t inherit a playbook — you’ll write it
• You will own the end-to-end design, optimization, and governance of the entire OTC lifecycle — from quoting and deal execution through invoicing, revenue recognition, cash application, and collections. This is a high-visibility, cross-functional role that will directly shape how the company scales its financial operations, strengthens internal controls, and prepares for what comes next
• You will serve as the single point of accountability for the OTC process, partnering deeply with Deal Desk, Revenue Operations, Billing, Accounting, Treasury, and Business Technology to eliminate process fragmentation, drive automation, and build a best-in-class operating model
• If you’re the type of person who gets fired up about transforming complex, messy processes into something elegant and scalable — and you want to do it from one of the most vibrant cities in the country — this is your role
• Build the Blueprint — End-to-End Process Ownership
• You’ll be the architect. Own the entire Order-to-Cash process from quote to cash collection and design the operating model that carries Sonar through its next phase of growth. No one has done this here before — you’re building the blueprint
• Diagnose where things break today, trace issues to their root cause, and design a future-state model with crystal-clear roles, handoffs, and SLAs that the entire organization can rally around
• Create the OTC process narrative, SOPs, and process maps that become the institutional standard — your fingerprints will be on how this company operates for years to come
• Modernize the Stack — Automation & Systems
• Lead the charge on eliminating manual work. Partner with Business Technology to unlock automation across the OTC cycle — turning spreadsheets and workarounds into scalable, system-driven workflows
• Be the Finance voice in how NetSuite, Salesforce CPQ, Aptitude RevStream, and Stripe work together. You’ll shape how these platforms are configured and integrated to move faster and with fewer errors
• Champion the transition to automated cash application, invoice generation, and reconciliation — replacing firefighting with engineering
• Stay Ahead of the Business — New Products, Sales Channels & Revenue Streams
• Be the person the business calls before they launch. Design OTC processes for new products, sales channels, and go-to-market motions so Finance is an accelerator, not a bottleneck
• Build scalable billing, invoicing, and settlement workflows for emerging revenue streams — partner referral payments, marketplace transactions, channel reseller programs — before they become urgent
• Partner with Product, Sales, and Partnerships teams early in the lifecycle to assess financial process implications, define system requirements, and make sure new offerings are operationally buttoned up from day one
• Raise the Bar — Controls & Public-Company Readiness
• Design and implement a SOX-ready internal control framework over the OTC process that doesn’t just check boxes — it builds confidence with auditors, leadership, and future investors
• Define the KPIs that matter (DSO, billing error rates, invoice cycle time, cash application match rates) and build the dashboards and reporting cadence to hold the process accountable
• Be the person external auditors want in the room for OTC walkthroughs and testing — because you built the controls and you know them cold
• Connect the Dots — Cross-Functional Governance
• Sit at the intersection of Sales Ops, Deal Desk, Billing Ops, Revenue Accounting, Treasury, and BizTech. You’ll be the connective tissue that turns six separate teams into one cohesive revenue machine
• Stand up and lead an OTC steering committee — set the priorities, manage the dependencies, and drive real accountability across functions
• Work hand-in-hand with Deal Desk and Revenue Ops to make sure deal structures, quoting workflows, and HERO approval processes translate cleanly into downstream billing and revenue recognition — no surprises at month-end
• Make It Better Every Day — Operational Excellence
• Own a structured continuous improvement engine. Build and maintain an issue log, run root-cause analysis, deploy fixes, and track results — think Pareto charts, not finger-pointing
• Get upstream of problems. Proactively identify quote and deal-related issues before they cascade into revenue, ARR, or collections impacts at month-end
• Stay curious about what’s next. Evaluate emerging technologies, tools, and best practices to keep Sonar’s OTC process at the leading edge of what a high-growth SaaS company should look like

Benefits

• 401K Plan: Sonar US matches up to 4% of gross salary
• 90% healthcare premium coverage for employees, 60% for dependents
• Life and disability insurances fully paid by Sonar. Sonar covers 100% of Telemedicine for FTE whom are covered by Sonar medical
• EAP (Employee Assistance Program) Health Savings Accounts (HSA, FSA, DCFSA). Supplemental coverage is offered by EE’s expense
• Hospital Indemnity, Accident, Critical Illness
• Pet Insurance
• Time Off: 25 PTO days plus additional days based on seniority and circumstances
• Commuting: Public transport reimbursement of 60% for annual subscription
• Free parking space
• Pension: Sonar UK contributes 50% of the total costs, which amounts to 5% of your gross salary for saving. Employees contribute the other 5%
• Flexibility to work from home 2 days a week on Wednesdays and Fridays
• Health Insurance: Sonar covers 100% of the employee premiums for medical, dental, and EAP (Employee Assistance Program) plans through BUPA
• Time Off: 28 PTO days, plus additional days based on seniority and circumstances
• Commuting: we will reimburse 60% towards the cost of an annual public transport pass

You’ve worked in SaaS or subscription software. You understand how subscription billing models, revenue recognition under ASC 606, and recurring revenue metrics (ARR, net retention, churn) actually flow through the OTC cycle — not just conceptually, but operationallyYou’ve operated cross-functionally — partnering with Sales, Deal Desk, Legal, and Technology — in a global environment with multiple entities, currencies, and billing models. You know how to influence without direct authority and drive accountability across teams that don’t report to youYou’ve designed or materially improved internal controls within the OTC cycle in a SOX or SOX-readiness environment. You understand control objectives, not just control descriptionsYou communicate with precision. Whether it’s a process narrative for auditors, a steering committee deck for leadership, or a root-cause analysis for the billing team — you tailor the message and land it clearly10+ years of progressive experience in finance operations, accounting, or business process management — with at least 5 of those years directly owning or leading Order-to-Cash process design, optimization, or transformationYou’ve been hands-on in an ERP environment (NetSuite strongly preferred) and have working experience with Salesforce (CPQ preferred), plus at least one revenue automation or billing platform (e.g., Aptitude RevStream, Zuora, Stripe)You’ve led at least one full-cycle OTC transformation — from current-state assessment and stakeholder alignment through future-state design, systems implementation, and post-go-live stabilization. You can speak to what worked, what didn’t, and what you’d do differentlyCPA, MBA, or other relevant professional certificationLean/Six Sigma or other formal process improvement certificationExperience preparing a company for IPO or operating within a public-company reporting environmentExperience with Stripe billing and payment platformsBig 4 public accounting or management consulting background — particularly in finance transformation or operational advisoryFamiliarity with marketplace billing dynamics (e.g., AWS, GCP, Azure marketplaces)