Finance Business Systems Lead

Zip•San Francisco, CA

39d

About The Position

The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world’s leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we’re focused on developing cutting-edge technology, expanding into new global markets, and—above all–driving incredible value for our customers. Join us! Your Role As Zip continues scaling past $100M ARR, we’re investing heavily in the backbone of our revenue and finance operations. We’re looking for a Finance Systems Lead to own the architecture, automation, and integrity of the systems that power our quote-to-cash, billing, and reporting workflows. This role sits at the intersection of Finance, RevOps, and Business Systems. You’ll partner directly with leaders across FP&A, Accounting, Deal Desk, and Sales Ops to design scalable infrastructure that reduces friction, improves data accuracy, and accelerates cash conversion. You’ll blend systems expertise with a product mindset, rolling up your sleeves to automate manual workflows, unify data across platforms, and ensure our GTM and Finance systems speak the same language.

Requirements

6+ years of experience in business systems, finance systems, or RevOps (ideally within high-growth B2B SaaS)
Deep expertise with Salesforce, CPQ tools (e.g., Subskribe, Salesforce CPQ, Revenue Cloud Advanced, DealHub), and ERP systems (e.g., NetSuite).
Experience with quote-to-cash architecture and cross-system integrations (billing, revenue recognition, commissions, reporting).
Experience working with data warehouses and reverse ETL tools (e.g., Snowflake, dbt, Census).
Familiarity with finance processes including order management, revenue operations, and billing workflows.
Strong project management and systems implementation background. You can lead complex cross-functional initiatives from design through delivery.
Excellent analytical and communication skills. You can translate between technical and non-technical audiences with ease.
A builder’s mindset. You’re comfortable getting into the details of a schema, a workflow, or an automation when needed.
Collaborative, low-ego approach. You’ll work seamlessly across Finance, Sales Ops, and Engineering teams.

Responsibilities

Own the finance systems architecture: Lead the design, governance, and roadmap for Zip’s core finance systems, spanning Salesforce, NetSuite, and Spiff. Ensure end-to-end integrity across quote, order, billing, and reporting workflows.
Drive automation across quote-to-cash: Build scalable integrations and workflows that eliminate manual handoffs between Sales, Deal Desk, and Finance. You’ll streamline the entire lifecycle from opportunity to invoice.
Lead system reimplementations and enhancements: Manage major system upgrades, reimplementations, or vendor transitions across CPQ, billing, and related tools. Partner with internal stakeholders to define requirements, select vendors, and own the implementation end-to-end.
Ensure financial data accuracy and alignment: Partner with Finance and RevOps to define and maintain ARR, booking, and billing definitions across systems. You’ll help create a single source of truth for financial reporting and audit-readiness.
Enable global and multi-currency operations: Build capabilities that support international growth, including multi-currency quoting, billing, and reporting.
Support commissions and comp automation: Partner with GTM Ops and Finance to automate compensation logic and payout workflows in Spiff, reducing manual intervention and ensuring accuracy.
Be the connective tissue across teams: Act as the bridge between business stakeholders and technical teams, translating operational pain points into scalable system solutions.