Order to Cash Lead at WorkWhile | CA, US | Rezi

Order to Cash Lead at WorkWhile

Order to Cash Lead

WorkWhile · CA, US

Today

Order to Cash Lead

WorkWhile · CA, US

16 hours ago
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About the Role

WorkWhile is seeking an Order-to-Cash Lead to own the full O2C function, including strategy, execution, and AI-powered automation. This role is crucial for scaling finance and revenue operations in a high-growth environment.

Responsibilities

  • Establish standard invoicing and payment terms.
  • Review and manage non-standard invoicing and payment terms in contracts.
  • Operationalize credit policy, including decisions on invoicing vs. other payment methods, credit limits, and hold policies.
  • Partner with the CFO on cash-flow implications of AR aging, line of credit, and DSO.
  • Manage the outsourced AR and collections team, setting cadence, metrics, and priorities.
  • Drive the open backlog and partner with AEs and AMs on aged AR.
  • Enforce holds when warranted and run the weekly AR/AM/Finance forum.
  • Vet and onboard a third-party collection agency.
  • Leverage AI-native tools to automate the OTC process.
  • Automate credit decisioning, replacing manual processes with system-driven workflows.
  • Partner with Product & Engineering to automate invoicing processes.
  • Collaborate to build the invoicing path for VMS customers.
  • Sequence the roadmap with the CFO and Engineering leadership, owning requirements, acceptance, and rollout.

Requirements

  • 7+ years in AR, billing, collections, credit, or O2C with hands-on and strategic experience.
  • Familiarity with AI-native finance automation tools and products.
  • Track record of improving credit and hold policies, including cross-functional negotiation.
  • Experience managing an outsourced AR/collections team or BPO.
  • Familiarity with VMS/MSP customer chains or comparable third-party-payer environments.
  • Experience partnering with Product/Engineering to scope and ship finance tooling.
  • Strong analytical fluency with QBO/NetSuite, AR dashboards, DSO and bad-debt KPIs, and borrowing-base reporting.
  • Ability to operate well in a high-growth, high-ambiguity environment.
  • Marketplace, staffing, or labor-platform experience is a plus.

Skills

  • Order-to-Cash (O2C)
  • Accounts Receivable (AR)
  • Billing
  • Collections
  • Credit Policy
  • AI-native finance automation
  • Finance tooling
  • Analytical fluency
  • QBO/NetSuite
  • VMS/MSP customer chains
  • PO-driven billing workflows

Location

  • SF (Office)
  • Hybrid

Work Type

  • Hybrid

Experience Level

  • 7+ years

Benefits

  • Competitive base salary
  • Equity
  • Medical coverage
  • Dental coverage
  • Vision coverage
  • Unlimited PTO
  • 401(k)
  • WFH stipend

About the Company

  • WorkWhile is on a mission to help workers earn a better living and live better lives.
  • WorkWhile matches enterprise customers with a quality hourly workforce, providing workers with stable income and benefits.
  • WorkWhile is evolving into a comprehensive workforce platform for enterprises with fintech offerings for workers.
  • Backed by Khosla Ventures and recognized by the Inc. 5000 for 10x growth.
  • WorkWhile has a diverse, mission-driven, and supportive culture.