Job Description
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased 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 is critical in ensuring accurate revenue recognition, high-quality invoicing, and robust customer ARR analytics for a fast-growing mid-sized SaaS business. This highly visible role will also lead the development of automation and process improvements across revenue operations, modernizing workflows that are currently more manual than preferred.
The ideal candidate has a strong accounting foundation, understands SaaS business models, can interpret customer contracts, and is comfortable managing and analyzing large datasets. This position partners closely with Sales, Customer Success, Professional Services and FP&A organizations to ensure revenue is recorded accurately and business decisions are supported by timely insights.
This role is highly visible and cross-functional, working closely with the CEO, CFO, and COO to provide critical revenue insights that inform strategic decisions, forecasting, and operational execution.
You Will: - 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 UK subsidiary and internal accounting policies.
- Maintain revenue schedules, deferrals, and adjustments within NetSuite.
- Ensure monthly close activities related to revenue are completed accurately and on time.
- Billing & Invoicing
- Prepare and issue customer invoices in NetSuite 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, ensuring accuracy across new bookings, upsells, downsells, churn, and renewals.
- 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 NetSuite, 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, with a focus on strengthening data integrity, reducing manual touchpoints and driving workflow automation.
You Have: - 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, ASC340-40 and IAS.
- Experience with NetSuite 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.
$125,000 - $155,000 a year
InvestorFlow 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 are proud to 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. To learn more about our company, please visit
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