Billing & Payments Implementation Consultant

Responsibilities

• Lead Billing and Payments implementations end to end: gather customer requirements, advise on financial workflows, configure solutions, and serve as the financial operations subject matter expert through go-live, including journal entry configuration, reporting requirements, and reconciliation.
• Lead end-to-end accounting integrations with customers: define data flows, configuration requirements, and downstream financial reporting impacts.
• Proactively identify and resolve billing issues that could affect revenue accuracy, financial reporting, or customer trust.
• Escalate high-risk items with clear context, financial impact, and a recommended path forward.
• Drive adoption by making sure customers understand not just how to use Billing, but how it supports their financial and operational goals.
• Act as a trusted advisor to Finance, Accounting, and Operations stakeholders via Zoom, email, phone, and occasional on-site visits.
• Occasionally serve as Billing subject matter expert on sales demos, and support customer discovery before and after close to confirm fit and surface any gaps that need to be closed for a successful implementation.
• Partner with Product and Engineering to surface functionality gaps, edge cases, and scalability needs from real implementations, and propose solutions rather than just flagging problems.
• Analyze implementation outcomes to find patterns, improve repeatability, and refine best practices over time.
• Keep implementation documentation, customer records, and project status current in CRM and project management tools, to the point that another team member could follow your process without you in the room.

Requirements

• 3+ years of combined experience across accounting, finance, billing, accounts receivable, financial operations, software implementation, customer success, or related functions.
• Experience working directly with customers implementing or supporting complex billing, payments, ERP, or financial operations software.
• Demonstrated understanding of debits, credits, journal entries, and financial reconciliation.
• Strong project management skills: scope, timelines, risk, cross-functional dependencies.
• Strong grasp of billing and accounting concepts: invoicing, credits, payments, AR aging, adjustments, reconciliations.
• Demonstrated ability to work effectively where processes and requirements aren't always fully defined yet.
• Comfortable working cross-functionally with Product, Engineering, Customer Success, Support, and Operations.
• Ability to travel up to 10% based on customer and business needs.