Revenue & Billing Operations Manager

The posting, as Pontera wrote it

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.

Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.

Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.

Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.

DESCRIPTION

We're looking for a Revenue & Billing Operations Manager to partner closely with Finance, Customer Experience, BI and Product to give billing a single, accountable owner. This is a true partnership across teams: you'll bring order and control to billing operations while continuously raising the bar for how accurate, explainable, and responsive Pontera's billing is for every customer. Billing at Pontera has outgrown the informal, all-hands-on-deck model that carried it so far - it now touches customer trust, adoption, and executive relationships, not just back-office accuracy.

You're the connective tissue across the entire billing lifecycle - the person every other function turns to when something needs to actually get resolved, not just flagged. That means owning billing file validation before release, payment and check reconciliation, credits and refunds end to end process; being the Finance point of contact for all US based teams who they can rely on for any customer-impacting billing issue. The ability to serve as the business owner for our Quote-to-Cash system, translating real defects into requirements so the system gets built around what actually breaks — not just the happy path.

This is a hands-on role for someone who thrives on both building processes and executing on the details. Whether it's catching a rate error before a customer ever sees it, tracking down a missing remittance, or rebuilding a broken reconciliation process from scratch, no task is too small when it comes to protecting the accuracy of our billing and the trust our customers place in us.

What Success Looks Like

Billing at Pontera has outgrown the informal, all-hands-on-deck model that carried it so far - it now touches customer trust, adoption, and executive relationships, not just back-office accuracy.

In the first 90 days, this role moves through three phases: establishing control (documenting end-to-end billing flows, baselining accuracy and cycle time, standing up an exception queue and an interim Finance-CX RACI); stabilizing operations (l
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putes, credits, and refunds.

• Able to translate financial facts for customer-facing teams without losing control discipline.
• Comfortable influencing & partnering with Finance, CX, Product, RevOps, and Engineering without direct authority.
• Experience with billing-system implementations, requirements gathering, and UAT.
• Senior enough to redesign a process, not simply absorb tickets into an existing one.

Preferred Qualifications

• Experience with NetSuite, DealHub, Stripe, or similar billing/ERP and payments platforms.
• Experience in a B2B SaaS or fintech environment.
• Experience partnering directly with Customer Success/Experience teams on billing-related escalations.

WHAT WE OFFER

• Compensation : Annual Salary of $130,000-$160,000
• Opportunity : Own a newly created, high-visibility Finance function at a fast-growing fintech startup revolutionizing how people retire.
• Team Culture : A collegial, collaborative, fun work environment with frequent team events
• Equity : All new hires are eligible for equity grant participation
• Healthcare : Comprehensive & affordable insurance benefits with a variety of plan options
• Retirement : 401(k) with employer match & employer-sponsored access to a retirement advisor
• Family Benefits : Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy
• Professional Development : Sponsored learning & development program (to cover classes, certifications, and more!)
• Food Perks : Fully stocked kitchen & lunch reimbursement program
• Work Flexibility : A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day

Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.