Senior Manager, OTC Operations & Accounts Receivable

About the Role

Fivetran is seeking an experienced Senior Manager, OTC Operations & Accounts Receivable, to join our Accounting team. Reporting to the Senior Director, Revenue Accounting & Operations, you will own and be responsible for the customer billing cycle from deal close to cash collection, ensuring all key data elements required for revenue accounting and billing are captured and recorded in our systems, and the complete, accurate, and timely billing of our customers.

You will play a pivotal role in helping Fivetran scale and grow by identifying areas for efficiency and automation improvement. Additionally, this position will require meticulous attention to detail and the ability to deliver results in a rapidly evolving environment under tight deadlines. You will partner cross-functionally with various teams to develop and maintain best-in-class processes and controls to support the seamless execution of our Order Management, Billing, and Collections activities.

This is a hybrid position, based out of our Oakland office. Our hybrid work model offers a blend of remote flexibility and in-person collaboration, including two days in the office each week to connect and build as a team.

What You'll Do

Order Management (OM) Responsibilities

Focus: standing up the new OM function, managing order integrity, policy compliance, and upstream data quality.

Process & Controls

• Develop processes to conduct meticulous reviews of order forms to ensure completeness, accuracy, and compliance with company policies.
• Ensure that all deals adhere to internal company policies, including bookings and revenue recognition, and comply with Sarbanes-Oxley (SOX) regulations.
• Serve as a subject matter expert and primary point of contact for questions regarding deal bookings.
• Partner with Deal Desk, RevOps, and GTM to develop and refine processes, ensuring complete and accurate customer/order data that supports revenue recognition, invoicing, and product provisioning.
• Identify and drive process improvements and support automation efforts that enable scale across the quote-to-cash cycle, with particular emphasis on upstream order quality.
• Create effective documentation to support standardization and training for Order Management processes.

Team Leadership & Build-Out

• Build and lead the Order Management team, including defining roles, hiring, onboarding, and establishing workflows.
• Train and mentor OM specialists to ensure consistent execution, compliance, and operational excellence.
• Develop, monitor, and report on key order metrics (e.g., order accuracy, cycle time, data quality), presenting insights to Accounting & Finance leadership.
• Partner cross-functionally to define and develop system tools and automation to support the growth and complexity of product lines.

Accounts Receivable (AR) Responsibilities

Focus: managing the established billing & collections functions, ensuring accuracy, timeliness, and strong cash performance.

Operations & Controls

• Oversee full-time and contractor team members responsible for invoicing, billing operations, and collections activities to ensure complete, accurate, and timely invoicing and the ultimate collection of cash.
• Ensure AR operations comply with internal controls and support accurate revenue recognition, financial reporting, and SOX compliance.
• Develop, monitor, and report on key billing and collection metrics (e.g., DSO, aging, billing accuracy, collection efficiency).

Process Improvement

• Identify opportunities to streamline, automate, and scale billing and collections processes.
• Create effective documentation to support training and standardization across billing and collections functions.

Month-End Close & Audit

• Oversee month-end close for AR-related activities, ensuring timely completion of assigned journal entries and account reconciliations.
• Lead AR components of the annual financial audit and coordinate with auditors as necessary.

Skills We're Looking For

• 10+ years of Software / SaaS experience in Deal Desk, Order Management, Billing, and Accounts Receivable, including at least 5 years of managerial experience.
• Required experience: Netsuite, Salesforce, Stripe
• Experience with a high-growth SaaS company and a focus on systems and tooling.
• Meticulous and well-organized. You strive for precision and thrive in an environment of changing processes, working with multiple data sources, and driving multiple tasks to completion. This role is all about the details paired with thoughtful execution.
• Passionate about process, continuous improvement, and leveraging technology.
• You have strong verbal and written communication skills. Your approach is clear, thoughtful, and service-oriented.
• Self-starter with a strong sense of ownership over your work and that of the team.
• You approach new learning experiences with confidence and curiosity.
• You value working together and how you can contribute to the goals and success of the team and company. You have the capacity to work both independently and collaboratively with the team and across functions in a fast-paced environment.
• Experience with Avalara, Looker, AWS, GCP, and Azure marketplaces, SaaS industry, and SOX is a plus.
• Experience working with global team across various timezones#LI-HYBRID #LI-SE1