Director, Order to Cash

HHAeXchange; New York (NY); On-site; USD 141,000 - 175,000; Full time

Job summary

HHAeXchange is seeking an experienced Director of Order to Cash to own the full customer transaction lifecycle, from renewal/close through invoicing, collections, and cash application. Build a high-performing team, ensure accurate billing in NetSuite, and provide executive-level reporting to guide leadership decisions.

The role requires strong accounting knowledge, cross-functional communication, and a process-first mindset, with responsibilities spanning team leadership, revenue lifecycle

Qualifications

• 10+ years in billing, collections, revenue operations, or order-to-cash lifecycle.
• 5+ years leading a team in a fast-paced environment.
• Hands-on NetSuite experience (invoicing, AR, reconciliation, reporting).
• Experience with Salesforce as CRM/billing system.
• Strong understanding of accounting principles and GL impact of billing transactions.
• Excellent written and verbal communication; experience presenting to senior leadership.
• Healthcare/homecare SaaS billing experience preferred.

Responsibilities

• Lead a team of 3-5 billing and collections specialists.
• Own end-to-end billing cycle—invoicing, collections, cash application in NetSuite.
• Manage reconciliations between Salesforce and NetSuite.
• Develop dashboards and KPI reports on collections, aging, DSO, and cash trends.
• Collaborate with Customer Success and Sales for seamless handoffs and billing integrity.
• Identify and implement process improvements; drive automation in workflows.

Skills

Leadership

Cross-functional communication

Analytics

Executive reporting

Communication skills

Education

Bachelor's degree in Accounting/Finance/Business

Tools

NetSuite

Salesforce

Salesforce CPQ

Job description

HHAeXchange is the leading technology platform for home and community-based care. Founded in 2008, HHAeXchange was born out of an idea to create a fully comprehensive end-to-end homecare solution to help people who are aging or have disabilities thrive in their homes and communities. Our employees are passionate about transforming the healthcare space by building the only homecare ecosystem that fully connects patients, personal care providers, managed care organizations, and states.

The Director, Order to Cash will own the full customer transaction lifecycle. Ownership does not begin at billing — it begins the moment a renewal or new sale is closed, and continues through invoicing, collections, and cash application. This leader will develop a high‑performing team, ensure accurate and timely execution across the entire order‑to‑cash flow, drive collections performance, and provide executive‑level reporting that supports leadership decision‑making. The ideal candidate brings a foundational understanding of accounting principles, strong cross‑functional communication skills, and a process‑first mindset.

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily with or without reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position is opened to candidates that are located within the New York City, Minneapolis‑St. Paul, and Washington, DC‑Baltimore metro areas.

Essential Job Duties

Team Leadership

• Lead, mentor, and develop a team of 3-5 billing and collections specialists
• Set clear performance expectations, conduct regular 1:1s, and manage workload distribution
• Foster a culture of accountability, continuous improvement, and collaboration

Revenue Lifecycle & Transaction Ownership

• Own the end‑to‑end customer transaction lifecycle — from the point a renewal or new sale is closed, through order setup, invoicing, collections, and cash application — ensuring accuracy and continuity at every stage
• Own all customer contract transactions end‑to‑end — including renewals, closed‑won new business, upsells, downsells, and terminations — partnering with Customer Success and Sales to ensure each is executed accurately and flows cleanly into downstream transaction setup and billing
• Oversee the end‑to‑end billing cycle including invoicing, collections, and cash application in NetSuite
• Manage customer account reconciliations and ensure accurate GL coding and proper billing categorization
• Monitor and manage accounts receivable aging to minimize DSO and maximize cash flow
• Coordinate with Customer Success and external clients to resolve billing disputes and payment inquiries
• Ensure billing data integrity across NetSuite and Salesforce, including subscription items and charge schedules

Reconciliation & Accounting Oversight

• Perform and oversee account‑level reconciliations between Salesforce (CRM) and NetSuite (billing/ERP system of record)
• Understand the basic GL impact of billing events, adjustments, credits, and collections activity
• Partner with the accounting and FP&A team to support month‑end close, accruals, and audit requests

Reporting & Executive Summaries

• Develop and maintain dashboards and KPI reports covering collections rates, aging buckets, DSO, and cash trends
• Engage directly in weekly aging reviews, top delinquent account analysis, and high‑risk customer situations
• Prepare concise executive summaries that translate AR and collections data into actionable insights for leadership
• Define, track, and communicate team output metrics to measure productivity and process effectiveness

Process Improvement

• Document, standardize, and continuously refine workflows across the full order‑to‑cash lifecycle
• Identify and implement process automation opportunities to increase efficiency and reduce manual error
• Design and enforce disciplined collections operating rhythms, including daily, weekly, and monthly execution cadences
• Lead hands‑on improvements across collections, billing accuracy, cash application, and dispute workflows
• Ensure improvements are embedded into daily execution, not just documented in policy
• Partner with Finance, Engineering, and Product teams to drive system improvements in NetSuite and Salesforce

Cross‑Functional Collaboration

• Partner closely with Customer Success and Account Management to ensure seamless handoffs and a smooth customer experience across the transaction lifecycle
• Collaborate with Sales Ops and RevOps on new customer onboarding, renewals, contract changes, and upsell processing
• Maintain strong working relationships with external clients to support payment resolution and retention

Other Job Duties

• Other duties as assigned by supervisor or HHAeXchange leader.

Travel Requirements

• Travel up to 10%, including overnight travel

Required

Required Education, Experience, Certifications and Skills

• 10+ years of experience across billing, collections, revenue operations, or the order‑to‑cash lifecycle, including 5+ years leading a team
• Hands‑on experience with NetSuite (invoicing, AR, reconciliation, reporting)
• Experience working with Salesforce as a CRM and/or billing system of record
• Basic understanding of accounting principles — comfortable with GL impact of billing transactions, credits, and adjustments
• Demonstrated experience leading and developing a high performing team in a fast‑paced environment
• Proven ability to design, document, and optimize operational processes
• Excellent written and verbal communication skills, including experience presenting to senior leadership
• Strong analytical skills with the ability to build executive‑facing reports and dashboards

Preferred

• Familiarity with healthcare, homecare, or Medicaid billing (e.g., payer billing, EVV, or healthcare AR)
• Experience in a SaaS or subscription‑based business model
• Familiarity with Salesforce CPQ, ZoneBilling, or similar billing tools
• Bachelor's degree in Accounting, Finance, Business, or a related field (or equivalent experience)
• Experience working cross‑functionally with Customer Success, RevOps, or Sales teams

The base salary range for this US-based, full‑time, and exempt position is $141,000-175,000/yr, not including variable compensation. An employee’s exact starting salary will be based on various factors including but not limited to experience, education, training, merit, location, and the ability to exemplify the HHAeXchange core values.

This is a benefits‑eligible position. HHAeXchange offers competitive health plans, paid time‑off, company paid holidays, 401K retirement program with a Company elected match, including other company sponsored programs.

HHAeXchange is an equal‑opportunity employer. The Company offers employment opportunities to all applicants and employees without regard to race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, disability, medical condition, marital status, veteran status, citizenship, genetic information, hairstyles, or any other status protected by local or federal law.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.