Manager, Global Shared Services, Quote to Cash

Cypress HCM; San Francisco (CA); On-site; USD 117,000 - 152,000; Full time

Job summary

Cypress HCM is seeking a Quote to Cash Manager to lead and scale global Finance operations within our Shared Services structure. The role emphasizes hands-on execution, process discipline, and driving measurable outcomes across Deal Desk, Order Management, Billing, AR, and Collections in a fast-growing AI-first company.

You will partner with Finance, GTM, and external service partners to ensure speed, quality, and predictable service levels while building the framework to automate workflows and

Qualifications

• 8+ years of experience across Quote to Cash, Finance Operations, Shared Services, or related functions.
• Experience leading complex operations in a high growth, global, or rapidly changing environment.
• Understanding of Deal Desk, Order Management, Billing, Accounts Receivable, and Collections processes.

Responsibilities

• Drive end to end operational performance across QTC activities within Shared Services.
• Establish ownership, service levels, escalation paths, and handoffs across teams and partners.
• Ensure transactions and customer requests are processed accurately and within SLAs.
• Maintain operational discipline across queues, aging, backlog, and high risk transactions.
• Partner with process owners to address recurring issues and root causes.

Skills

QTC Lifecycle

Finance Ops

Leadership

Process Improvement

AI Transformation

Job description

The Quote to Cash Manager will play a critical role in building and scaling our global Finance operations, with a strong focus on hands on execution, operational leadership, and measurable outcomes. This leader will have end to end operational accountability for Quote to Cash services delivered through our Global Shared Services organization and strategic service partners. The scope spans key activities across Deal Desk, Order Management, Billing Operations, Accounts Receivable, and Collections. As a contractor, you will operate as an embedded member of the team and be expected to quickly establish credibility, take ownership of defined outcomes, and drive execution with a high degree of independence. The role requires someone who can operate effectively in a high growth, rapidly evolving environment while building the structure, controls, visibility, and operating discipline required to scale. You will partner closely with Finance, GTM, Accounting, Strategic Finance, Enterprise Systems, and our external service partners to ensure the organization can support our growth with speed, quality, and predictability. Just as importantly, you will help reimagine how Finance operations should work in an AI first company by identifying opportunities to simplify processes, eliminate unnecessary work, automate workflows, and introduce AI agents across the Quote to Cash lifecycle.

What You’ll Do

• Drive end to end operational performance across Deal Desk, Order Management, Billing Operations, Accounts Receivable, and Collections activities within the Shared Services scope
• Establish clear ownership, accountability, service levels, escalation paths, and handoffs across internal teams and service partners
• Ensure transactions and customer requests are processed accurately, efficiently, and within agreed service levels
• Maintain strong operational discipline across queues, aging, backlog, exceptions, and high risk transactions
• Partner with process owners to identify recurring operational issues and address root causes rather than relying on manual escalation

Build Predictable and Scalable Operations

• Establish the management system required to run QTC operations at scale, including daily operating rhythms, performance reviews, capacity planning, escalation management, and governance
• Develop meaningful operational metrics covering volume, backlog, aging, cycle time, SLA attainment, quality, productivity, customer experience, and business outcomes
• Create transparency into operational health, risks, and capacity through dashboards and actionable reporting
• Translate business forecasts and growth expectations into transaction volumes, workload, skills, and workforce requirements
• Proactively identify capacity constraints and operational risks before they impact customers or business outcomes

Strengthen Quality and Controls

• Build quality management into day to day operations through defined controls, independent quality reviews, root cause analysis, and corrective actions
• Establish systematic ways to identify, categorize, and track operational errors and recurring failure modes
• Partner with Finance and Accounting stakeholders to ensure processes operate within appropriate financial and compliance controls
• Use operational data, stakeholder feedback, and escalation trends to continuously improve quality and reduce rework

Lead and Develop the Team

• Lead internal Shared Services resources and provide clear direction and accountability to external service delivery teams
• Build a high performance culture centered on ownership, customer success, transparency, and measurable outcomes
• Develop team capabilities through structured training, certification, coaching, and knowledge management
• Ensure the right skills, roles, coverage, and organizational structure are in place as transaction volumes and business complexity grow
• Hold service partners accountable for performance while maintaining a strong and collaborative partnership

Drive Process Excellence and AI Enabled Transformation

• Challenge existing processes and continuously ask what can be eliminated, simplified, standardized, automated, or performed by AI
• Partner with technology and process owners to translate operational pain points into scalable workflow, automation, and agent opportunities
• Identify manual activities and unnecessary handoffs that increase cycle time or cost to serve
• Help design an operating model where people and AI agents work together to deliver greater speed, quality, and scale
• Establish measurable productivity and business outcomes from process improvement and automation initiatives

Partner Across the Business

• Serve as a trusted operational partner to Finance, Accounting, GTM, Strategic Finance, Enterprise Systems, and other cross functional stakeholders
• Build strong relationships with business and process owners while maintaining clear accountability between policy ownership, process ownership, and operational execution
• Communicate operational performance, risks, capacity constraints, and improvement opportunities clearly to senior stakeholders
• Support major business changes, product launches, system implementations, and new commercial models by ensuring Shared Services is operationally ready

You Might Thrive in This Role If You

• Have 8+ years of experience across Quote to Cash, Finance Operations, Shared Services, or related functions, with meaningful experience across multiple parts of the QTC lifecycle
• Have led complex operations in a high growth, global, or rapidly changing environment
• Understand Deal Desk, Order Management, Billing, Accounts Receivable, and Collections processes and how they connect across the end to end customer lifecycle
• Have experience managing outsourced operations or BPO partnerships, including performance management, governance, capacity, and accountability
• Are highly analytical and comfortable using operational data to identify issues, prioritize actions, and drive decisions
• Have experience establishing operational metrics, SLAs, quality frameworks, workforce models, and management routines
• Can move comfortably between strategic operating model design and hands on problem solving
• Are comfortable working in a contractor capacity, integrating quickly with internal teams, operating independently, and delivering against clearly defined outcomes and priorities
• Have a strong understanding of financial controls and the importance of accuracy, completeness, and auditability within Finance operations
• Have demonstrated success simplifying processes and implementing workflow, automation, or AI enabled solutions
• Thrive in ambiguous environments and are comfortable building structure where processes, systems, or ownership models are still evolving
• Communicate clearly with both operating teams and senior leadership and can turn complex operational issues into simple, actionable narratives
• Demonstrate a strong ownership mindset and focus on outcomes rather than activity

What Success Looks Like

• Success in this role means that our company has a Quote to Cash operation that can scale with the business without creating proportional increases in operational complexity or headcount.
• Customers and internal stakeholders have confidence in the operation because performance is visible, ownership is clear, service is predictable, and issues are surfaced and resolved quickly.
• The organization moves progressively from reactive transaction processing toward proactive, insight driven operations, with AI and automation increasingly embedded into how the work gets done.

Compensation: $85 - $110 per hour