Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Revenue Operations Accountant role.
Rezi rewrites your resume against Plaid's job description. Free.
Tailor your resume to this Revenue Operations Accountant role.
Rezi rewrites your resume against Plaid's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Revenue Operations Accountant posting at Plaid — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Revenue Operations Accountant posting at Plaid — free, in seconds.
About the Role
Own the operating layer of Plaid's order-to-cash process, translating signed customer agreements into accurate billing configurations, invoices, reconciliations, and financial records. This role involves reviewing order forms, managing monthly invoice cycles, processing adjustments, reconciling systems, and resolving billing questions, while also contributing to process automation and scalability.
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.
Requirements
- 2–5 years of experience in billing, order management, revenue operations, accounts receivable, accounting operations, or a related order-to-cash function.
- 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.
Skills
- NetSuite
- Salesforce
- Spreadsheet skills
- Data reconciliation
- Billing operations
- Revenue recognition
- Month-end close procedures
- Process automation
Location
- San Francisco
- New York
- Seattle
- Washington D.C.
- Raleigh
- London
- Amsterdam
Work Type
- Full-time
Experience Level
- Mid-level
Education Level
- Bachelor's degree in Accounting, Finance, Business, or a related field
Benefits
- Medical
- Dental
- Vision
- 401(k)
About the Company
- Plaid powers the tools millions of people rely on to live a healthier financial life.
- We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use.
- Plaid's network covers 12,000 financial institutions across the US, Canada, UK and Europe.
- Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam.
- Our mission at Plaid is to unlock financial freedom for everyone.
- To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable.
Equal Opportunity
- Plaid is proud to be an equal opportunity employer and values diversity at our company.
- We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics.
- We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws.
- Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process.
- If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.