Revenue Operations & Accounting Manager

Revenue Operations & Accounting Manager at Investor Flow

Investor Flow is the only company of its kind to deliver industry specialized CRM built on Salesforce and digital portals that help alternative asset firms find opportunities, manage relationships, and transform insights into action, improving productivity and transparency.

We are seeking a highly analytical and detail-oriented Revenue Operations & Accounting Manager to own our end-to-end global revenue operations. This role will ensure accurate revenue recognition, high-quality invoicing, and robust customer ARR analytics for our fast-growing mid-sized SaaS business. The position is highly visible, leading automation and process improvements across revenue operations.

• Revenue Accounting & Contract Review:
  Review customer contracts, order forms, SOWs, and amendments to identify performance obligations, pricing, and billing terms.
• Determine and document proper revenue recognition in accordance with ASC 606 for U.S. GAAP, IAS/IFRS for the UK subsidiary and internal accounting policies.
• Maintain revenue schedules, deferrals, and adjustments within Net Suite.
• Ensure monthly close activities related to revenue are completed accurately and on time.
• Billing & Invoicing:
  Prepare and issue customer invoices in Net Suite with a high degree of accuracy.
• Ensure invoicing reflects contract terms—including renewals, upsells, co-terming, ramp schedules, and usage-based components.
• Work with Sales and Customer Success to resolve billing discrepancies or customer inquiries.
• Sales Commissions:
  Calculate monthly and quarterly sales commissions based on commission plans, attainment, and approved deals.
• Ensure commissions accounting complies with ASC 340-40 and maintain deferred commission amortization schedules.
• Partner with Sales Operations, HR and Payroll to ensure timely review, approval, and payment.
• Maintain detailed and auditable commission schedules.
• ARR, Customer Analytics & Reporting:
  Own and maintain the company’s ARR database.
• Produce recurring analytics—including ARR waterfalls, churn analysis, retention metrics, product mix, and cohort trends.
• Support FP&A with forecasting inputs related to renewals, churn risk, and pipeline conversion.
• Develop dashboards and reporting packages for leadership and Board presentations.
• Data Management & Systems Ownership:
  Maintain accurate, high-quality customer, contract, and revenue data across Net Suite, Salesforce and supporting Excel-based reporting tools.
• Work cross-functionally to design and implement system enhancements, integrations and controls across billing, revenue and ARR reporting.
• Own and continuously improve revenue-related processes, focusing on strengthening data integrity, reducing manual touchpoints and driving workflow automation.

• 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, ASC 340-40 and IAS.
• Experience with Net Suite required (Advanced Revenue Management preferred); familiarity with Salesforce, SaaSOptics/Maxio, or similar ARR tools a plus.
• Advanced Excel/Sheets skills; ability to work with large datasets and build analytical models.
• Strong business judgment and ability to interpret complex customer contracts.
• Exceptional attention to detail and commitment to data accuracy.
• Comfortable operating in a fast-paced, high-growth environment with cross-functional collaboration.

$12,500 - $155,000 a year

Investor Flow 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 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.

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