Order to Cash Specialist

RevolutionParts•Tempe, AZ

About The Position

The Order to Cash (O2C) Specialist serves as the central operational backbone and data owner for RevolutionParts’ high-volume billing and collection operations. Sitting at the vital intersection of Sales, Customer Success, Finance, and system integrations, this role owns the end-to-end billing integrity across a complex, multi-stream revenue model - including SaaS subscriptions, usage-based fees, marketing agency fees, and pass-through client costs. The primary mandate of this position is to establish complete operational control, data accuracy, and organizational confidence over who, when, and how much we are billing at all times. The ideal candidate thrives in high-volume environments, possesses sharp data-reconciliation skills, and acts as the trusted single point of contact for internal teams to resolve billing friction, fix upstream data errors, and protect against revenue leakage. Additionally this role should drive process efficiencies across the entire order to cash cycle.

Requirements

Bachelor’s Degree in Finance, Accounting, Business Administration, or equivalent practical experience.
Must have direct, hands-on experience using Salesforce for managing opportunities, viewing contract terms, and reviewing customer account data.
2 to 4 years of experience in Accounts Receivable, collections, billing operations, or a related Order-to-Cash function.
Working knowledge of core AR processes: aging reports, dunning workflows, cash application, and credit risk assessment.
Solid understanding of financial metrics like DSO, bad debt reserves, and revenue recognition fundamentals.
Experience with subscription and/or usage-based billing models in a SaaS, eCommerce, or tech environment.
Familiarity with modern billing platforms and financial tooling (e.g., Stripe,Zuora, Chargebee, or Tabs).
Sharp attention to detail with sound judgment on when to resolve issues independently versus when to escalate.
Strong written and verbal communication skills; persistent and relationship-conscious when handling delicate collection calls.
Analytical and fast-moving, with a cross-functional mindset that treats Sales, Customer Success, and Accounting as key internal partners.
Using AI tools responsibly to accelerate research, analysis, documentation, and problem-solving
Exercising strong judgment around data privacy, accuracy, and ethical use
Continuously learning and adapting as AI capabilities evolve
Proven examples of using AI to improve outcomes in prior roles is expected.

Nice To Haves

Experience building or automating billing and AR processes from scratch; familiarity with automotive, dealership, or OEM ecosystems.

Responsibilities

Execute Multi-Stream Billing - Own the end-to-end monthly billing execution across complex, multi-tiered revenue streams; including SaaS subscriptions, usage-based metrics, marketing agency fees, and customer pass-through expenses.
Own invoice generation and accuracy, validating billing details against closed deal terms, order forms, and Salesforce contract records to prevent disputes before they start.
Salesforce ↔ Tabs Data Alignment - Bridge the operational gap between upstream Salesforce Opportunity/Contract data and downstream Tabs billing engine execution. Identify, troubleshoot, and fix deal-mapping errors, non-standard terms, or missing metadata before deals sync and generate invoices.
Conduct systematic pre-billing audits to catch and eliminate duplicate charges, incorrect fee tiers, or erroneous pass-through markups prior to invoice delivery.
Regularly reconcile active billing schedules in Tabs against Salesforce contract statuses to guarantee that churned or cancelled customers are immediately removed from recurring billing runs.
Monitor newly activated customer accounts to ensure usage tracking starts accurately on day one, and track contract renewal dates to prevent missed or delayed billing cycles.
Perform periodic completeness checks across all product usage and pass-through costs to ensure all eligible revenue is captured and billed in full.
Serve as an operational gatekeeper on non-standard deals or complex pass-through fee structures during pre-quote reviews. Partner with Finance and RevOps to continuously refine sync rules, eliminating manual workarounds and recurring billing bottlenecks.
Identify and fix process gaps, with a focus on documentation and organization level visibility to process updates.
Act as the primary, accountable point of contact for Sales, Customer Success, and Support regarding all customer billing inquiries, ledger details, and invoice breakdowns.
Proactively analyze recurring dispute trends and billing friction points to identify opportunities for automation, drive operational efficiencies, and advocate for O2C best practices across internal teams.
Lead the investigation and resolution of internal and external billing disputes, coordinating credit adjustments or re-invoicing when necessary.
Deliver clear reporting and updates to Finance leadership and cross-functional partners, instilling peace of mind that billing operations are tightly audited and controlled.
Manage credit memos, adjustments, and refunds, ensuring proper management sign-off and accurate GL/subledger alignment.
Monitor gateway/banking failure reason codes (e.g., NSF, expired tokens, invalid accounts) and work with CS or customers to fix billing profiles and resubmit payments.
Monitor AR aging reports, track overdue accounts, and collaborate with Customer Success on past-due outreach and credit hold escalations.