Revenue Operations Accountant – Billing & AR

Plaid Inc; San Francisco (CA); On-site; USD 85,000 - 125,000; Full time

Job summary

Plaid Inc in San Francisco seeks a Billing Operations professional to own the order-to-cash process, turning contracts into accurate billing configurations and invoices. You’ll reconcile data across NetSuite and Salesforce, support month-end close, and push for automation improvements.

The role requires 2–5 years in billing or AR, a BA/BS in a related field, strong Excel skills, and proven collaboration with cross-functional teams in a fast-paced SaaS environment.

Qualifications

• 2–5 years of experience in billing, order management, revenue operations, accounts receivable, or related order-to-cash function
• Bachelor's degree in Accounting, Finance, Business, or a related field
• Experience in a SaaS, software, fintech, or other complex B2B billing environment
• Experience reviewing commercial contracts, order forms, or customer billing terms
• Experience supporting customer invoicing, reconciliations, or billing adjustments
• Strong spreadsheet and data-reconciliation skills, with strong attention to detail and the ability to identify and resolve discrepancies
• Strong judgment, ownership, and organizational skills
• Clear written and verbal communication, and the ability to collaborate with finance and non-finance partners
• Ability to manage recurring deadlines in a fast-paced environment
• Experience with NetSuite and Salesforce
• Public accounting / Big Four experience
• Familiarity with usage-based billing, revenue recognition, and month-end close procedures
• Experience improving or automating finance and billing processes

Responsibilities

• Review closed-won contracts and order forms to validate pricing, service dates, billing terms, minimum commitments, and other commercial details
• Configure customer billing arrangements accurately and on time
• Run and support monthly customer invoice cycles
• Reconcile invoice data between Plaid's billing systems and NetSuite, and investigate discrepancies, missing activity, and duplicate or incorrect charges
• Process billing adjustments, contract changes, and credit memos, and reconcile approved changes across NetSuite and Plaid’s internal billing system
• Resolve billing questions from GTM and other partner teams, including the billing team's internal support-channel rotation
• Support month-end close through billing and AR reconciliations, adjustment files, journal-entry support, and variance analysis
• Maintain documentation and audit support for key billing activities
• Partner with GTM, Engineering, Legal and BizOps to resolve billing issues
• Identify and help implement process, control, and automation improvements

Skills

Billing

Order management

Revenue operations

Accounts receivable

Data reconciliation

Cross-functional collaboration

Education

Bachelor's degree in Accounting/Finance

Tools

NetSuite

Salesforce

Job description

Plaid Inc in San Francisco seeks a Billing Operations professional to own the order-to-cash process, turning contracts into accurate billing configurations and invoices. You’ll reconcile data across NetSuite and Salesforce, support month-end close, and push for automation improvements.

The role requires 2–5 years in billing or AR, a BA/BS in a related field, strong Excel skills, and proven collaboration with cross-functional teams in a fast-paced SaaS environment.