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InvestorFlow · 1 month ago

Revenue Operations & Accounting Manager

San Francisco, CA

Full-time

Hybrid

Mid, Senior Level

$12K/yr - $155K/yr

3+ years exp

InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities. The Revenue Operations & Accounting Manager will own end-to-end global revenue operations, ensuring accurate revenue recognition and high-quality invoicing while leading automation and process improvements.

CrowdfundingFinancial ServicesFinTechSoftware

Responsibilities

Review customer contracts, order forms, SOWs, and amendments to identify performance obligations, pricing, and billing terms

Determine and document proper revenue recognition in accordance with ASC 606 for U.S. GAAP, IAS/IFRS for UK subsidiary and internal accounting policies

Maintain revenue schedules, deferrals, and adjustments within NetSuite

Ensure monthly close activities related to revenue are completed accurately and on time

Prepare and issue customer invoices in NetSuite with a high degree of accuracy

Ensure invoicing reflects contract terms including renewals, upsells, co-terming, ramp schedules, and usage-based components

Work with Sales and Customer Success to resolve billing discrepancies or customer inquiries

Calculate monthly and quarterly sales commissions based on commission plans, attainment, and approved deals

Ensure commissions accounting complies with ASC 340-40 and maintain deferred commission amortization schedules

Partner with Sales Operations, HR and Payroll to ensure timely review, approval, and payment

Maintain detailed and auditable commission schedules

Own and maintain the company’s ARR database, ensuring accuracy across new bookings, upsells, downsells, churn, and renewals

Produce recurring analytics including ARR waterfalls, churn analysis, retention metrics, product mix, and cohort trends

Support FP&A with forecasting inputs related to renewals, churn risk, and pipeline conversion

Develop dashboards and reporting packages for leadership and Board presentations

Maintain accurate, high-quality customer, contract, and revenue data across NetSuite, Salesforce and supporting Excel-based reporting tools

Work cross-functionally to design and implement system enhancements, integrations and controls across billing, revenue and ARR reporting

Own and continuously improve revenue-related processes, with a focus on strengthening data integrity, reducing manual touchpoints and driving workflow automation