
Revenue Operations Specialist
1 day ago
About Us: Pipe17 is a fast-growing SaaS company simplifying commerce operations for brands and retailers. We are scaling rapidly and looking for a Revenue Operations Specialist to join our team. This role will be offshore and focused on the orders-to-cash / quote-to-cash workflow, ensuring accurate billing, revenue tracking, and reporting across systems.
Job Summary: The Revenue Operations Specialist will manage and support the full billing lifecycle – from quote generation to cash collection. You'll be responsible for ensuring that customer billing is timely, accurate, and compliant, while also maintaining revenue data integrity across our systems (Hubspot, Asana, Recurly / Tabs, Quickbooks, and related tools). This is a detail-oriented role requiring strong process discipline, comfort with multiple SaaS billing tools, and the ability to troubleshoot blockers across internal teams and customer workflows.
Key Responsibilities: Billing Operations
• Execute the end-to-end billing process, including deal booking, invoicing, renewals, upsells, usage-based fees, and 1x charges.
• Ensure all contracts start and renew on correct signature dates, with accurate billing frequency and terms.
• Manage payment methods (ACH, credit card, external portals) and resolve declined or delayed payments.
• Track deferred, prorated, or co-termed deals and ensure correct setup in billing systems. Systems & Tools
• Maintain data accuracy across Hubspot (quotes, deals), Asana (billing tasks), Recurly / Tabs (subscriptions/invoices), Quickbooks, and reporting sheets (Master Booking, MRR, Churn Debrief).
• Generate and validate invoices in Recurly / Tabs and external vendor portals.
• Monitor billing-related notifications and ensure follow-up on payment failures, renewals, and usage thresholds. Revenue Reporting
• Update and reconcile Master Booking and MRR reporting sheets with booked deals.
• Track ARR, MRR, usage revenue, churn, and renewal performance.
• Provide accurate monthly and quarterly summaries, ensuring consistency across systems. Process & Compliance
• Uphold quoting and billing requirements, including proper application of discounts, terms, and add-ons.
• Ensure billing contact details, purchase order requirements, and invoice details are captured at contract stage.
• Identify and escalate blockers (e.g., missing Org Keys, client billing portal delays, unclear quotes).
• Partner with Finance and Sales Ops to improve automation, reduce manual errors, and enforce billing policies.
Qualifications:
• 3–5 years of experience in billing operations, revenue operations, or accounts receivable, ideally in a SaaS environment.
• Hands-on experience with billing and CRM tools such as Recurly / Tabs, Hubspot, Quickbooks, Stripe/ACH processors.
• Strong attention to detail and ability to manage complex billing scenarios (renewals, usage, proration, co-term).
• Proficient in Excel/Google Sheets for revenue tracking and reconciliation.
• Strong written and verbal English skills to communicate with internal teams and external clients.
• Comfortable working offshore with distributed teams and managing tasks independently. Benefits:
• Competitive compensation package.
• Remote-first role with flexible working hours.
• Opportunity to support a rapidly growing SaaS company and build expertise in revenue operations. Pipe17 is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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