Operations Analyst
Role Overview
This mid-level Business Analyst role focuses on analyzing and improving billing and contract management processes for a WealthTech/SaaS company. The hire will work cross-functionally with finance, legal, and engineering teams to implement process enhancements, ensure compliance, and support scalable growth through data analysis and system optimization. Day-to-day responsibilities include documenting workflows, resolving billing discrepancies, and evaluating automation tools to increase operational efficiency.
Perks & Benefits
The role is fully remote, likely with flexible hours, though collaboration across time zones may be expected. It offers opportunities for professional development and career growth within a scaling WealthTech organization, with a collaborative, supportive work environment focused on innovation and operational excellence. Perks include exposure to cutting-edge technology and a dynamic, fast-paced setting that encourages continuous improvement.
Full Job Description
About the Role
Our client, a rapidly growing WealthTech / SaaS company, is seeking a hands-on Billing Operations Analyst to take direct ownership of invoicing and billing execution across the organization. This role sits at the intersection of finance operations, systems, and client delivery, ensuring accurate, timely, and scalable billing processes in a complex, technology-driven environment.
This is an execution-first role, ideal for someone who has worked directly in billing systems, owned invoice generation end-to-end, and understands how contracts, pricing, and services translate into accurate client billing.
Key Responsibilities
Billing Execution & Ownership
Own the end-to-end invoice generation process, including billing runs, adjustments, credits, and re-bills.
Ensure invoices are accurate, compliant with contract terms, and delivered on time.
Billing Systems & Data
Operate and maintain billing platforms, ensuring data integrity across billing, CRM, and financial systems.
Partner with Engineering and Finance to troubleshoot billing issues and system discrepancies.
Contract-to-Bill Alignment
Interpret contracts, pricing schedules, and statements of work to ensure correct billing logic.
Identify and resolve discrepancies between contracts, services delivered, and invoices issued.
Issue Resolution & Client Support
Investigate and resolve billing discrepancies, client inquiries, and payment-related issues.
Serve as a key point of contact for internal teams on billing-related questions.
Process Improvement
Identify opportunities to improve billing accuracy, efficiency, and scalability.
Support automation initiatives and enhancements to billing workflows and controls.
Reporting & Controls
Track invoice status, billing metrics, and outstanding balances.
Support internal controls, audits, and compliance requirements related to billing operations.
Requirements
3–5 years of hands-on billing, invoicing, or revenue operations experience, preferably in SaaS, FinTech, or WealthTech.
Direct experience owning invoice generation within a billing or financial operations system.
Strong understanding of contract-based billing, usage-based billing, or professional services billing.
Advanced Excel skills (pivot tables, lookups, reconciliations).
Experience working with billing platforms, ERPs, CRMs, or subscription management tools.
Strong attention to detail and ability to manage complex data with accuracy.
Ability to work cross-functionally with Finance, Legal, Engineering, and Operations.
Nice-to-Have
Experience with SaaS billing models (subscription, usage-based, hybrid).
Exposure to CLM tools, revenue recognition processes, or order-to-cash workflows.
Experience supporting audits or SOX-related controls.
SQL or BI tool exposure for billing analysis and reporting.
Why Join?
High-impact role with clear ownership and visibility
Opportunity to shape scalable billing operations in a growing WealthTech company
Collaborative, execution-focused culture with room to grow
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