The board
Plaid · All Departments- Pay
- $105K – $120K • Offers Equity
- Where
- San Francisco HQ
- Posted
- Sep 1
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam.
What you'd do
- We're Plaid's Revenue Accounting team, and we own the order-to-cash process that ensures every Plaid customer is billed accurately and that revenue and accounts receivable are reflected correctly across our financial systems.
- We work at the intersection of commercial deal execution, billing, accounting, and financial reporting.
- We partner closely with Commercial, RevOps, Legal, Billing Engineering, Business Technology, Strategic Finance, and the broader Accounting org to turn customer agreements into accurate, scalable billing.
- It's no small feat at Plaid's scale and deal complexity.
- Our mission is to protect revenue integrity, build customer trust, and build the systems, processes, and controls that let Plaid scale toward its next stage as a company.
- You'll own the operating layer of Plaid's order-to-cash process, turning signed customer agreements into accurate billing configurations, invoices, reconciliations, and financial records.
- You'll review order forms and commercial terms and translate them into billing, run monthly invoice cycles, process billing adjustments and credit memos, reconcile activity across systems like NetSuite and Salesforce, resolve billing questions from partners across Plaid, and support month-end close.
- You'll also help move the team from manual execution toward more automated, scalable, and well-controlled processes.
- Along the way you'll build broad experience across billing operations, accounting systems, revenue recognition, and cross-functional finance, with room to grow into greater ownership as the function scales.
- Review closed-won contracts and order forms to validate pricing, service dates, billing terms, minimum commitments, and other commercial details
- Configure customer billing arrangements accurately and on time
- Run and support monthly customer invoice cycles
- Reconcile invoice data between Plaid's billing systems and NetSuite, and investigate discrepancies, missing activity, and duplicate or incorrect charges
What they want
- 2–5 years of experience in billing, order management, revenue operations, accounts receivable, accounting operations, or a related order-to-cash function
- Bachelor's degree in Accounting, Finance, Business, or a related field
- Experience in a SaaS, software, fintech, or other complex B2B billing environment
- Experience reviewing commercial contracts, order forms, or customer billing terms
- Experience supporting customer invoicing, reconciliations, or billing adjustments
- Strong spreadsheet and data-reconciliation skills, with strong attention to detail and the ability to identify and resolve discrepancies
- Strong judgment, ownership, and organizational skills
- Clear written and verbal communication, and the ability to collaborate with finance and non-finance partners
- Ability to manage recurring deadlines in a fast-paced environment