The Role
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.
We are seeking a Revenue Operations & Accounting Manager to play a key role in how we manage and understand revenue across our growing and global SaaS business.
This role owns the core revenue operations workflow – from contract review and invoicing to revenue recognition and ARR reporting – and helps improve and automate processes as we continue to scale. You will work with modern systems and make improvements, partner closely with cross-functional teams, and help ensure leadership has clear, reliable insight into how the business is performing.
This is a high-impact, highly collaborative role, ideal for someone who enjoys combining accounting rigor with operational problem-solving and data analysis.
You Will:
- Revenue Accounting & Contract Review
- Review customer contracts and amendments to understand pricing, billing and performance obligations.
- Apply revenue recognition guidance (ASC 606) and document conclusions clearly.
- Maintain revenue schedules and deferrals in NetSuite.
- Support accurate and timely monthly close activities related to revenue.
- Billing & Invoicing
- Oversee day-to-day billing operations including review and quality control of invoices and issue customer invoices directly as needed for complex deals or during peak periods.
- Ensure invoices align with contract terms.
- Partner with Sales and Client Services to resolve billing questions efficiently.
- Sales Commissions
- Partner with Sales Operations to calculate quarterly sales commissions and maintain commission schedules.
- Ensure commissions accounting complies with ASC 340-40 and maintain deferred commission amortization schedules.
- Coordinate with Sales Operations, HR and Payroll to ensure timely payments.
- ARR, Customer Analytics & Reporting
- Own and maintain the company’s ARR database across new bookings, renewals, and churn.
- Produce recurring metrics including ARR rollforwards, churn analysis, retention metrics, and product mix.
- Support FP&A with inputs for forecasting and planning.
- Contribute to dashboards and reporting used by leadership and Board presentations.
- Systems & Process Improvements
- Help maintain clean, reliable data across NetSuite, Salesforce and reporting tools.
- Identify opportunities to streamline workflows and reduce manual effort and partner cross-functionally on system improvements and automation initiatives.
You Have:
- Bachelor’s degree in Accounting, Finance, or related field
- 3–6 years of experience in revenue accounting, financial operations, or audit.
- Strong understanding of SaaS revenue models and ASC 606, ASC340-40 and IAS.
- Experience with NetSuite, Salesforce, or similar ARR tools a plus.
- Strong Excel skills and comfort withing with data.
- Thoughtful, detail-oriented and collaborative.
- Comfortable growing with a fast-paced SaaS business.
InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in San Francisco, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.
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The Company
What We Do
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.
