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◆ 7/10
fintechtechOtherremote
About this role
Join Plaid as a Revenue Operations Accountant to manage the order-to-cash process, ensuring accurate billing and financial records while collaborating with various teams.
Description
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.
Responsibilities
- 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
- Run and support monthly customer invoice cycles
- Reconcile invoice data between Plaid's billing systems and NetSuite, and investigate discrepancies, missing activity, and duplicate or incorrect charges
- Process billing adjustments, contract changes, and credit memos, and reconcile approved changes across NetSuite and Plaid’s internal billing system
- Resolve billing questions from GTM and other partner teams, including the billing team's internal support-channel rotation
- Support month-end close through billing and AR reconciliations, adjustment files, journal-entry support, and variance analysis
- Maintain documentation and audit support for key billing activities
- Partner with GTM, Engineering, Legal and BizOps to resolve billing issues
- Identify and help implement process, control, and automation improvements
Requirements
- 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
- Strong judgment, ownership, and organizational skills
- Clear written and verbal communication, and the ability to collaborate with finance and non-finance partners
- Ability to manage recurring deadlines in a fast-paced environment
Conditions & Benefits
- Additional compensation in the form(s) of equity and/or commission are dependent on the position offered.
- Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k).
- Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location.
- Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Job Details
Market range (est.)$90k–$180k
LocationRemote
AI Score★★★★★★★☆☆☆ 7/10
PostedSep 14, 2026 (6d ago)
Tags & Skills
fintechtechOtherremote