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Revenue Operations Accountant

Plaid · San Francisco HQ · Remote

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About Plaid

Backed by Index, Kleiner Perkins and NEA.

About the role

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

What they're looking for

  • 2–5 years of experience in billing, order management, revenue operations, accounts receivable, accounting operations, or a related order-to-cash function
  • Bachelor's degree in Accounting, Finance, Business, or a related field
  • 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
More about this role

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. 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.

We're Plaid's Revenue Accounting team, and we own the order-to-cash process that ensures every Plaid customer is billed accurately and that revenue and accounts receivable are reflected correctly across our financial systems.

We work at the intersection of commercial deal execution, billing, accounting, and financial reporting. We partner closely with Commercial, RevOps, Legal, Billing...

Read the full posting on Plaid's site ↗

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