Revenue Automation and Data Lead

Docusign

8d • $106,900 - $175,000 • Remote

About The Position

As a Revenue Automation and Data Lead, you will identify, design, and deliver automation across the revenue, billing, and accounts receivable lifecycles in partnership with our RPA and Accounting Operations teams. You will own the revenue/AR automation roadmap, translate business needs into clear requirements, and ensure solutions are scalable and SOX-compliant. You will also build and maintain advanced Alteryx workflows and dashboards that improve visibility, reconciliation, and decision-making across quote-to-cash.
This position is an individual contributor role reporting to the Senior Manager, Revenue Accounting.

Requirements

• Bachelor’s degree in accounting, finance, data analytics, or a related field
• 8+ years of combined experience in corporate revenue accounting role, accounting process automation, or public accounting
• Experience with Alteryx (including Server)
• Proven track record of transitioning manual finance processes into automated, scalable environments

Nice To Haves

• Excellent attention to detail, high degree of analytical and problem-solving capability
• Experience building Tableau dashboards and working with Snowflake
• Experience or strong foundational understanding of how Generative AI or Machine Learning can be applied to finance workflows.
• Experience partnering with RPA teams delivering automations, such as UiPath or Microsoft Power Automate, including requirements, UAT, and rollout
• Hands-on experience with Salesforce, Zuora Billing/Revenue, Oracle Fusion ERP, or similar enterprise ecosystems.
• Strong understanding of ASC 606 revenue recognition guidance for SaaS arrangements
• Experience managing internal control activities (SOX) specifically related to automated systems
• Active CPA or equivalent (or willingness to become active)
• Exceptional communication skills with the ability to influence cross-functional stakeholders and lead teams through technological shifts

Responsibilities

• Lead identification and prioritization of high-impact automation opportunities across quote-to-cash, moving beyond task-based automation to end-to-end process transformation
• Own the Revenue and AR automation intake and roadmap, including problem definition, requirements, and success metrics
• Partner with the RPA team and Accounting Operations to design solutions and drive UAT, deployment readiness, and adoption for Revenue and AR
• Build, troubleshoot, and optimize complex Alteryx Designer workflows
• Publish and maintain owned workflows on Alteryx Server, including scheduling, monitoring, documentation, and versioning
• Ensure automated solutions maintain audit trails and align with SOX and internal control requirements
• Collaborate with Business Transformation to design the reconciliation, validation, and monitoring of financial data within Snowflake
• Design and maintain Tableau dashboards providing visibility into revenue, billing, and accounts receivable performance
• Train and mentor new Alteryx users within the CAO organization and promote workflow standards and best practices
• Execute ad hoc analyses and projects independently

Benefits

• Bonus: Sales personnel are eligible for variable incentive pay dependent on their achievement of pre-established sales goals. Non-Sales roles are eligible for a company bonus plan, which is calculated as a percentage of eligible wages and dependent on company performance.
• Stock: This role is eligible to receive Restricted Stock Units (RSUs).
• Paid Time Off: earned time off, as well as paid company holidays based on region
• Paid Parental Leave: take up to six months off with your child after birth, adoption or foster care placement
• Full Health Benefits Plans: options for 100% employer paid and minimum employee contribution health plans from day one of employment
• Retirement Plans: select retirement and pension programs with potential for employer contributions
• Learning and Development: options for coaching, online courses and education reimbursements
• Compassionate Care Leave: paid time off following the loss of a loved one and other life-changing events

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level