Remote Revenue Operations Accountant (IDR & AR)

Pivotal Health; New York (NY); Hybrid; USD 115,000 - 140,000; Full time

Benefits offered by this job

Equity

Full health, dental, and vision

401(k) retirement savings plan

Flexible time off

Company-wide events

Job summary

Pivotal Health is seeking an accounting-focused professional to own critical customer-facing accounting operations, including the advance deposit process, IDRE refunds, and handling the Finance queue of tickets and inquiries. You’ll play a key role in ensuring accurate application of payments and timely resolutions, while supporting revenue operations and client communications.

You’ll join a busy team at a pivotal moment, providing backup coverage and partnering with Client Success to deliver

Qualifications

• Bachelor’s degree in Accounting (Finance also considered).
• 1–4 years of accounting experience, Big 4 experience preferred (PwC, EY, KPMG, and/or Deloitte)
• Strong Excel skills
• Hands-on experience with an ERP or accounting system such as Rillet, NetSuite, or QuickBooks
• Comfortable with AI tools in your day to day work like Claude.
• A clear communicator who can explain accounting details to teammates outside Finance and to customers; we value communication and critical thinking as much as technical experience
• Comfortable managing up and keeping your manager informed
• A self-starter who is results driven, smart, scrappy, and does well in ambiguity
• You show up, make meaningful progress every day, and handle pressure, deadlines, and a growing to-do list with grace

Responsibilities

• Own the advance deposit process end to end, accurately applying payments to advance deposit and standard plan customer accounts
• Own IDRE refunds, processing them accurately and on time and tracking each one through to resolution
• Work the Finance queue of customer support tickets and refund questions, getting to the root of each issue and resolving it quickly
• Partner closely with the Client Success team, giving them clear, accurate answers so they can confidently relay information to customers
• Be a friendly face in Finance: your work reaches customers through our systems, through Client Success, or directly, and you’ll help reassure them that the cash we receive is in good hands
• Provide backup coverage across the team’s financial operations, including revenue operations, AR, collections, and cash in and cash out
• Help a busy team close the gaps left by an open seat, starting with working down open support tickets
• Quickly learn the business and the language of IDR, and adapt as our systems and processes evolve month to month
• Become the go-to expert in the areas you own, then grow into a broader scope of responsibilities

Skills

Excel

Communication

Ambiguity handling

Time management

Education

Bachelor’s degree in Accounting

Tools

Rillet

NetSuite

QuickBooks

Claude (AI tools)

Job description

Pivotal Health is seeking an accounting-focused professional to own critical customer-facing accounting operations, including the advance deposit process, IDRE refunds, and handling the Finance queue of tickets and inquiries. You’ll play a key role in ensuring accurate application of payments and timely resolutions, while supporting revenue operations and client communications.

You’ll join a busy team at a pivotal moment, providing backup coverage and partnering with Client Success to deliver