Job Description
From Fivetran’s founding until now, our mission has remained the same: to make access to data as simple and reliable as electricity. With Fivetran, customer data arrives in their warehouses, canonical and ready to query, with no engineering or maintenance required. We’re proud that more organizations continue to leverage our technology every day to become truly data-driven.
About the Role
Fivetran is seeking an experienced Head of Order Management, Billings and Collections, to join our Accounting team. Reporting to the Senior Director, Revenue Accounting & Operations, you will own and be responsible for the customer billing cycle from deal close to cash collection, ensuring all key data elements required for revenue accounting and billing are captured and recorded in our systems, and the complete, accurate, and timely billing of our customers.
You will play a pivotal role in helping Fivetran scale and grow by identifying areas for efficiency and automation improvement. Additionally, this position will require meticulous attention to detail and the ability to deliver results in a rapidly evolving environment under tight deadlines. You will partner cross-functionally with various teams to develop and maintain best-in-class processes and controls to support the seamless execution of our Order Management, Billing, and Collections activities.
This is a hybrid position, based out of our Oakland office. Our hybrid work model offers a blend of remote flexibility and in-person collaboration, including two days in the office each week to connect and build as a team.
What You'll Do
Order Management (OM) Responsibilities
Focus: standing up the new OM function, managing order integrity, policy compliance, and upstream data quality.
Process & Controls
- Develop processes to conduct meticulous reviews of order forms to ensure completeness, accuracy, and compliance with company policies.
- Ensure that all deals adhere to internal company policies, including bookings and revenue recognition, and comply with Sarbanes-Oxley (SOX) regulations.
- Serve as a subject matter expert and primary point of contact for questions regarding deal bookings.
- Partner with Deal Desk, RevOps, and GTM to develop and refine processes, ensuring complete and accurate customer/order data that supports revenue recognition, invoicing, and product provisioning.
- Identify and drive process improvements and support automation efforts that enable scale across the quote-to-cash cycle, with particular emphasis on upstream order quality.
- Create effective documentation to support standardization and training for Order Management processes.
Team Leadership & Build-Out
- Build and lead the Order Management team, including defining roles, hiring, onboarding, and establishing workflows.
- Train and mentor OM specialists to ensure consistent execution, compliance, and operational excellence.
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