Title - Billing Operations Lead
Reports To - Brock Beyer (Controller)
Location - Draper, UT preferred, Remote ok
About the Role
We’re looking for a Billing Specialist to help power Jump’s next stage of growth by keeping our revenue operations running smoothly, accurately, and efficiently. You’ll play a key role in managing the full billing lifecycle—from invoice creation and payment tracking to reconciliation and reporting—ensuring every customer interaction reflects Jump’s commitment to clarity and trust.
You’ll partner closely with our Finance, Customer Success, and Revenue Operations teams to maintain the integrity of our billing systems, improve our processes, and support a best-in-class experience for both customers and internal teams.
Billing Operations & Accuracy – Own the day-to-day billing process, ensuring invoices are issued correctly and on time. Track payments, manage collections, and reconcile accounts with precision and attention to detail.
System Management & Process Improvement – Maintain and optimize billing tools, data flows, and integrations. Identify opportunities to automate and streamline recurring workflows—reducing manual effort and improving accuracy.
Cross-Functional Collaboration – Work with Customer Success and Revenue Operations to support renewals, credits, and adjustments. Provide visibility into billing data that helps teams make better, faster decisions.
Compliance & Reporting – Support financial reporting and month-end close activities by ensuring all transactions are recorded accurately. Uphold compliance with internal policies and external requirements.
Build an Exceptional Company – Contribute to making Jump an exceptional place to work—where operational excellence underpins everything we do, and where every process reflects our values of transparency, accountability, and care for our customers.
About You
3–5 years of experience in billing, revenue operations, or accounting—ideally in a high-growth SaaS environment
You’re detail-obsessed and operationally minded—you notice when numbers don’t add up and love making processes cleaner, faster, and more reliable
You thrive in fast-moving, unstructured environments and can bring order to ambiguity without adding unnecessary bureaucracy
You’re tech-savvy and comfortable working across modern finance and billing tools (Stripe, Rillet, Salesforce, etc.)—and excited to help improve them as we scale
You care deeply about accuracy, customer trust, and building systems that make everyone’s work easier
You want to be part of an early-stage AI company that’s modernizing how financial advisors and financial services firms operate
You are compelled by Jump’s mission, customers, and people
You embody Jump’s values of Velocity, Show Up, World Class, Direct/Kind/No Drama, and Day 1
What You’ve Done
Owned and Scaled Billing Operations in SaaS – You’ve managed end-to-end billing processes in a high-growth SaaS or tech environment—owning invoicing, collections, reconciliation, and reporting with accuracy and speed.
Implemented and Improved Billing Systems & Processes – You’ve worked with modern billing and finance tools (e.g., Stripe, Rillet, Salesforce) and helped refine or implement workflows that improved accuracy, automation, and scalability.
Ensured Financial Accuracy & Compliance – You’ve maintained clean, audit-ready records and supported monthly closes, revenue recognition, and compliance with financial policies and controls.
Partnered Cross-Functionally to Drive Clarity – You’ve worked closely with Finance, RevOps, and Customer Success teams to ensure billing aligns with contracts, renewals, and customer satisfaction—communicating clearly and proactively.
Delivered at Startup Velocity – You’ve thrived in a fast-paced, dynamic environment—balancing precision with speed, and continuously improving systems as the company scales.
Raised the Bar for Operational Excellence – You take pride in building processes that are efficient, transparent, and trusted—earning a reputation as someone who keeps things running seamlessly behind the scenes.
About Jump
Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Our product is an intelligent meeting assistant that helps advisors with notetaking, task management, follow-ups, and data syncing—built to serve advisors and firms of all sizes, including the largest financial institutions in the world.
Jump was launched in 2023 by a team of experienced software entrepreneurs with backgrounds including Harvard, Stanford, Google, Divvy, Bill.com, and WeWork. We’re recognized as the leading product in our category and are growing quickly, backed by top-tier venture capital firms.
Jump’s culture
Jump Velocity: Work intensely fast at A-performance levels
Show Up: We trust each other to deliver, use good judgment, and close the loop
Stay Direct + Kind + Grounded
We believe in building tight teams of extraordinarily capable people. Come and join us to transform the advisor and enterprise experience with state-of-the-art technology.
Compensation
$40K-60K
Equity
Medical, dental, vision benefits
401k available
Top Skills
What We Do
Trusted by enterprise and loved by advisors, Jump is the leading AI tool for wealth managers and financial advisors that automates notetaking, compliance, CRM updates, and much more
