Revenue Director

About Us:
We strive to make healthcare simple for providers and accessible to patients. Founded by healthcare professionals and entrepreneurs, our mission is to deliver seamless, high-quality, on-demand healthcare, free from the constraints of traditional technological platforms.

We are a collective of innovative software companies, dedicated to making healthcare easier and more accessible. Our robust software solutions support practitioners and enhance patient experiences, contributing to the growth of healthcare clinics in chiropractic, dental, orthodontics, optometry, and multi-discipline therapy.

Location:
San Diego, CA with a hybrid work schedule (3 days per week in-office).

Role Summary:
The Revenue Director will oversee the daily functions of the revenue team to ensure best-in-class operations. This includes timely and accurate invoicing, data management, collections, and revenue recognition/reporting.

Key Responsibilities:

• Process Documentation: Develop and maintain documentation of all revenue processes from quote to cash collection.
• Team Training: Ensure the team is expertly trained in billing, credit, revenue recognition, and collections.
• Rev Ops Participation: Actively participate in the Revenue Operations team.
• Project Leadership: Serve as a key leader in projects, focusing on billing systems and revenue recognition aspects.

Billing:

• Ensure timely and accurate billing of all customers across revenue streams.
• Serve as the SME on billing systems, ensuring uptime and data integrity.
• Collaborate with business leaders to define and provision new products and adapt billing processes to meet changing needs.
• Implement price increases, process credits, and manage associated approvals.
• Collections:
• Ensure timely collection of receivables, managing DSO and bad debt reserves.
• Train and manage the collections team on daily processes, escalations, and activities.
• Manage credits and write-offs.

Revenue Recognition:

• Oversee monthly revenue recognition accounting, including analysis and reconciliation of deferred revenue and contract assets in accordance with GAAP.
• Reconcile accrued revenue and associated AR.
• Provide journal entries monthly in line with the close calendar.
• Support audit requests with necessary documentation.

Reporting:

• Assist in providing data for customer cohorts and analyzing customer and segment-level trends.

Competencies for Success:

• Bachelor's degree in business administration or related field. MBA or CPA preferred.
• 10 years of progressive revenue management experience, preferably in a SaaS or software company with a minimum revenue range of $100 million, and at least 5 years of managing mid-size teams.
• Strong experience with high-velocity billing platforms (e.g., Stripe, Zuora).
• Extensive knowledge of GAAP, particularly around revenue and contracts.
• Experience in audit/external validation.
• Team management experience, including billers and collectors.
• Familiarity with state and local tax is highly beneficial.
• Integrity, credibility, and a commitment to our mission.
• Excellent interpersonal and communication skills, with experience in presenting key data to management.
• Strong project management skills and the ability to work effectively in a fast-paced environment.

Equal Opportunity Employer:
We value diversity and strive to create an inclusive environment. We encourage applications from all qualified candidates, regardless of race, color, religion, sex, national origin, ancestry, citizenship status, age, disability, veteran status, military service, sexual orientation, gender identity, marital status, genetic information, or any other protected status under applicable law.

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