Senior Manager, AR & Billing Operations at PitchBook

| Seattle
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At PitchBook we work to provide global professionals with comprehensive data on the entire venture capital, private equity and M&A landscape so they can discover and execute opportunities with confidence. We credit our success and rapid growth to our cutting-edge products, customer centered attitude and ability to embrace and drive change.
In just over a decade, PitchBook has reached over 1,300 global employees with offices worldwide, and we’re not slowing down! Consistently recognized as a Best Place to Work, our culture is at the heart of our success and is driven by excellence, inclusion and fun. At PitchBook we’re committed to fostering an open and collaborative work environment.
About the Role:
The PitchBook Finance team is looking for a Senior Manager, AR & Billing Operations that can bring industry best practices and the ability to design efficient processes to our high-growth billing and collections engine. The ideal candidate will embrace our company’s core value of “Customers Are King” while driving scale & consistency in our contracting, billing and collections processes. 
PitchBook’s AR & Billing team prides itself on contributing to our outstanding client NPS. The team prioritizes speed, accuracy and responsiveness to clients, while maintaining adequate financial rigor. We are constantly looking for ways to improve our operations while handling a high velocity and volume of invoices, client inquiries and follow-ups.  
Primary Job Responsibilities:

  • Lead a distributed team responsible for accounts receivable and billing operations, including invoicing clients, responding to billing/other inquiries, collecting payment and applying cash  
  • Identify inefficiencies in processes/systems and drive improvements or changes  
  • Serve as liaison with other departments, including Sales, Customer Success/Account Management, Corporate Systems and Revenue Operations  
  • Lead or serve as key stakeholder on multiple department and cross-functional projects involving AR/billing 
  • Drive best practices in contracting structure to enhance efficiency and consistency, including strategies to reduce exceptions, amendments and other non-standard arrangements  
  • Effectively communicate across the organization, in both written correspondence and verbal 
  • Serve as the subject matter expert on quote to cash transaction flow and systems 
  • Measure and report on KPIs, both for team and overall AR/billing financial health  
  • Train, mentor and coach new and current department employees 
  • Support the team in assuring that customer needs and concerns are properly communicated and addressed 
  • Reinforce the vision and values of the company through role modeling and encouraging desired behaviors
  • Participate in various company initiatives and projects as requested
Skills and Qualifications:
  • Bachelor’s degree or equivalent experience required
  • 8+ year’s experience in leading a distributed team in billing/collections or another high transaction volume process in a growth environment  
  • Experience with Salesforce or another CRM system required 
  • Exposure to customer contract lifecycle management (CLM) system & process is a plus 
  • Ability to understand and navigate complex systems, architecture, and related transaction flow  
  • Track record of improving and/or automation of high-volume processes required 
  • Demonstrated ability to lead or serve as key stakeholder on cross-functional projects  
  • Experience with multiple billing and collection platforms is a plus 
  • Subscription or recurring revenue business experience is a plus  
  • Exceptional problem-solving skills  
  • Customer service approach  
  • Proficiency with the MS Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily

If you are ready to start the conversation about how you might contribute to all the happenings at PitchBook, submit your resume today! PitchBook appreciates and respects diversity, and as such, we are an equal opportunity employer.
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Technology we use

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Location

Located just blocks away from Pike Place Market and historic Pioneer Square, our headquarters boast stunning mountain views

An Insider's view of PitchBook

What are some social events your company does?

I love that PitchBook makes a constant effort to put on fun creative events that keep us connected (even during covid!). In office, we have annual company events like the Mariners game, Ping Pong Tournament, and Wine + Chocolate Tasting where I was always able to meet folks from different departments with who I would never normally cross paths with

Jessie

Business Development Executive

What does your typical day look like?

UX Designers at PitchBook actively work on one main project at a time, but could be supporting multiple projects in development. I usually spend some time each day answering any questions that our development team has on in-flight projects and iterating designs if necessary. Every day is different as I’m constantly solving new problems.

Nitaya

User Experience Designer

How does the company support your career growth?

PitchBook made it a priority to support my growth by understanding my aspirations and aligning a plan to get me there. My vision was to be in a leadership position and PitchBook motivated me to achieve this by providing me with tremendous resources, guidance, and opportunities to push myself and succeed.

Nitin

SR. Research Associate

How do your team's ideas influence the company's direction?

One of PitchBook’s core values is to embrace and drive change, which in turn promotes a scrappy, entrepreneurial working style and allows individual contributions to influence the direction of the company. We see examples of this every day from launching a weekend version of our newsletter to optimizing customer onboarding processes.

Amy

VP of People

How do you collaborate with other teams in the company?

I work on the accounts receivable team at PitchBook, which involves extensive collaboration with other teams to obtain and update client billing information, reconcile expenses and complete compliance forms. My role requires me to work closest with customer success and outside sales to improve processes for invoicing and error prevention.

Lewis

Accounts Receivable Specialist

What are PitchBook Perks + Benefits

PitchBook Benefits Overview

Health and wellness: We offer health and life insurance, generous time off and paid parental leave, retirement plans with a substantial company contribution, transportation assistance, and more.

Career development: We offer VC, PE, and M&A industry training, tuition reimbursement programs, annual education stipend, and more.

Good vibes: We offer an open work environment, team-building and company-wide events, sponsored volunteer opportunities, referral bonuses and more.

Culture
Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Documented equal pay policy
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Company sponsored family events
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Sabbatical
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Game Room
Some Meals Provided
Happy Hours
Recreational Clubs
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Continuing Education stipend
Time allotted for learning
Online course subscriptions available
Customized development tracks
Paid industry certifications

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