Finance & Business Operations Lead

This is a fully remote position, open to applicants in United States.

📋 Description

• Take charge of ongoing invoicing, billing, collections, and tracking vendor expenditures.

• Oversee the company's operational metrics including ARR, bookings, renewals, revenue, collections, vendor expenses, and cash planning contributions.

• Assist in quarterly financial reporting, basic budgeting, forecasting, and scenario planning in collaboration with leadership and external finance/accounting partners.

• Collaborate with external accountants, tax specialists, payroll providers, and finance vendors to ensure seamless execution.

• Manage the operational process from Closed-Won to executed order forms, billing setup, customer handoff, and renewal tracking.

• Supervise the creation of order forms and ensure that commercial terms such as billing cycles, usage limits, overages, start dates, and renewal conditions are accurately documented.

• Work alongside RevOps to ensure that executed contracts align with CRM records, billing schedules, and revenue reporting.

• Develop streamlined deal desk processes that minimize rework, reduce ambiguity, and enhance executive coordination.

• Manage legal intake and contract operations, including tracking redlines, approvals, renewal dates, maintaining the contract repository, MSAs, DPAs, SLAs, security exhibits, and order forms.

• Coordinate payroll, benefits invoicing, headcount tracking, compensation records, and onboarding/offboarding workflows involving systems and vendors.

• Document and refine core business processes across finance, contracts, vendor management, HR coordination, and leadership reporting.

• Create simplified systems that enhance operational visibility without introducing unnecessary bureaucracy.

• Assist in compiling board and investor operating metrics, including ARR, bookings, renewals, cash contributions, headcount, and significant operating risks.

⛳️ Requirements

• 6–10+ years of experience in Finance Operations, Business Operations, Revenue Operations, Strategic Finance, or Startup Operations.

• B2B SaaS experience is highly preferred.

• Strong comprehension of SaaS billing, ARR, bookings, renewals, usage-based pricing, overages, collections, and revenue reporting.

• Proven experience owning recurring business processes from start to finish, rather than merely supporting them.

• Comfortable navigating MSAs, order forms, DPAs, SLAs, and security exhibits, as well as translating commercial terms into operational workflows.

• Strong aptitude for documentation, process design, and developing simple systems in the absence of existing ones.

• High proficiency in Google Sheets/Excel and familiarity with CRM, accounting, payroll, and contract management systems.

• Practical, low-ego individual who is comfortable working in environments without perfect systems.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Generous paid time off and flexible working arrangements.

• Opportunities for professional development and career advancement.