- Own end-to-end billing operations, ensuring accuracy and efficiency across the full billing cycle and appropriate segregation of duties in sales order processing
- Maintain strong AR health through proactive aging reviews, collections coordination with the sales team, and timely resolution of billing inquiries
- Lead quarter-end write-off recommendations and own AR reporting, including aging analysis, allowance for doubtful accounts, and related GL reconciliations
- Serve as the internal expert on data flows across Salesforce, NetSuite, and Stripe — identifying data integrity issues, managing recurring data transformation workflows, and driving toward more automated, scalable processes
- Reconcile payment processor data to the ERP, supporting both billing accuracy and indirect tax data needs
- Act as the primary liaison with our third-party indirect tax provider, validating data prior to return preparation and supporting VAT registrations and filings as we expand into new jurisdictions
- Partner cross-functionally with Revenue Operations, Sales, and Finance to resolve billing discrepancies, standardize procedures, and support month-end close
- Respond to billing and AR-related questions from internal stakeholders with professionalism and efficiency
- Support special projects as needed, including systems implementations, process redesigns, and automation initiatives
- 6+ years of relevant experience in billing operations, accounts receivable, or finance operations at a high-growth SaaS company
- Bachelor's degree in Accounting, Finance, Business, or related field preferred
- Strong working knowledge of NetSuite, including sales order creation, data imports, and how billing data is structured within the ERP
- Proficiency in Salesforce and comfort navigating the data relationship between Salesforce and NetSuite, including identifying and resolving sync issues or data discrepancies
- Experience working with Stripe, including reconciling payment data to an ERP and understanding how it flows into billing and reporting workflows
- Genuinely tech-savvy and data-fluent — comfortable manipulating and transforming datasets and motivated to find smarter, more automated ways to handle recurring data tasks; strong Excel or Google Sheets required; SQL a plus
- Familiarity with indirect tax concepts (US sales tax, VAT) and experience coordinating with external tax advisors a strong plus
- Strong organizational skills; a detail-oriented self-starter with the ability to work independently, manage multiple priorities, and drive continuous improvement
- Excellent communication skills, both written and verbal, with the ability to partner cross-functionally and engage external stakeholders effectively
- Prior experience in a start-up or high-growth environment preferred
Skills Required
- 6+ years of experience in billing operations, accounts receivable, or finance operations
- Bachelor's degree in Accounting, Finance, Business, or related field
- Strong knowledge of NetSuite
- Proficiency in Salesforce
- Experience working with Stripe
- Strong Excel or Google Sheets skills
- Familiarity with indirect tax concepts
- Excellent communication skills
- Prior experience in a start-up or high-growth environment
What We Do
Retool is a development platform for building business software. Users can visually design apps that interface with any database or API, and switch to code to customize how their apps look and work. With Retool, developers ship more apps and move their business forward—all in less time. Thousands of teams at companies like Amazon, DoorDash, Peloton, and Brex collaborate around custom-built Retool apps to solve internal workflows. We're just getting started and growing quickly—join us!
Why Work With Us
Retools are solution drivers—whether fixing a button misalignment or enabling customers to build with the newest AI technologies, we wear many hats and act like owners. Our small teams work on big problems, pushing hard and moving quickly to create outsized impact. We hold each other accountable and celebrate together when we get it right. Join us!
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