Revenue Operations & Billing Specialist

Plaid; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Plaid in San Francisco is seeking a Revenue Accountant to own the operating layer of Plaid's order-to-cash process, turning signed customer agreements into accurate billing configurations, invoices, reconciliations, and financial records.

You will review order forms and terms, run monthly invoice cycles, reconcile activity across NetSuite and Salesforce, resolve billing questions from partners, and support month-end close while moving toward more automated processes.

Qualifications

• 2–5 years of experience in billing, order management, revenue operations, AR or related function.
• Bachelor's degree in Accounting, Finance or Business.
• Experience in SaaS/software/fintech or complex B2B billing.
• Experience reviewing commercial contracts and billing terms.
• Experience supporting invoicing, reconciliations, or billing adjustments.
• Strong data reconciliation skills with attention to detail.

Responsibilities

• Review closed-won contracts and order forms to validate pricing and billing terms.
• 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, investigate discrepancies.
• Process billing adjustments, contract changes, and credit memos across systems.
• Resolve billing questions from GTM and partner teams.
• Support month-end close through billing reconciliation and variance analysis.
• Maintain audit documentation for key billing activities.
• Partner with GTM, Engineering, Legal and BizOps to resolve issues.
• Identify opportunities to improve processes and automation.

Skills

Billing operations

Attention to detail

Cross-functional collaboration

Strong communication

Data reconciliation

Education

Bachelor's degree in Accounting/Finance/Business

Tools

NetSuite

Salesforce

Job description

Plaid in San Francisco is seeking a Revenue Accountant to own the operating layer of Plaid's order-to-cash process, turning signed customer agreements into accurate billing configurations, invoices, reconciliations, and financial records.

You will review order forms and terms, run monthly invoice cycles, reconcile activity across NetSuite and Salesforce, resolve billing questions from partners, and support month-end close while moving toward more automated processes.