Business Operations Lead
Posted Updated
Description
- The role will report into our Revenue Operations team. This detail-oriented and highly analytical professional will build and maintain the spreadsheet-based models that power our accounts receivable and invoicing accuracy process
- He Business Operations Lead will work hands-on in the data — using complex spreadsheet formulas, pivot tables, and automation tools to identify invoice discrepancies, reconcile billing errors, and ensure accurate, timely collections
- While the core focus is on the accuracy and integrity of the underlying data, this role does involve some customer-facing interaction — including light, indirect negotiation to resolve billing discrepancies — along with regular exposure to Location Managers and leadership as part of partnering cross-functionally to resolve issues at the source
- Partner directly with the Senior Manager of Revenue Operations to build, test, and refine spreadsheet-based models that support AR aging, invoice accuracy, and collections tracking
- Own the ongoing maintenance of these models once built, ensuring they remain accurate and reliable as business needs evolve
- Use complex formulas, pivot tables, and Google Apps Script automation to streamline data processing and reduce manual work
- Investigate discrepancies between invoiced amounts and underlying contract/pricing data, applying a detail-oriented, investigative approach to root-cause each issue
- Communicate and collaborate directly with Location Managers and internal stakeholders to resolve billing discrepancies, gathering the context needed to correct and reconcile invoices
- Contribute to collections efforts throughout the AR lifecycle — not just after discrepancies are resolved — by proactively flagging at-risk accounts, surfacing potential issues early, and supporting outreach in parallel with ongoing discrepancy resolution and model maintenance
- Adapt invoice formatting and reporting to meet varying customer/district requirements
- Produce and distribute regular AR aging and reconciliation reports to Revenue Operations leadership
- Identify recurring sources of invoice error or data discrepancy and recommend process improvements to prevent recurrence
- Explore and apply AI tools with clear business logic to improve the speed and accuracy of reconciliation and modeling work
Benefits
- Medical, dental and vision benefits, including paid membership to One Medical
- Unlimited vacation policy
- Free daily catered lunches + fully stocked kitchen at HQ
- Ability to have a huge impact at an early-stage, mission-driven startup
- Fun office culture and a team you would be proud to work with
- Ability to thrive in a fast-paced, high-growth environment, managing multiple priorities and deadlines simultaneously
- Exceptional attention to detail and a genuine curiosity for finding and resolving discrepancies in data
- Advanced spreadsheet skills required — complex formulas, nested functions, and pivot tables in Excel and/or Google Sheets
- Strong written and verbal communication skills — comfortable working directly with Location Managers and cross-functional stakeholders to resolve issues
- Highly process-driven, with the discipline to build, document, and maintain repeatable workflows
- Bachelor’s degree in Business, Finance, Accounting, or a related field preferred
- Familiarity with Google Apps Script automation is a strong plus
- Strong foundational understanding of financial and accounting concepts, particularly as they relate to invoicing, billing, and accounts receivable
- 5+ years of experience in financial/business operations analysis, revenue operations, billing operations, or a related analytical role
- Comfort using AI tools to support clear, well-defined business logic and workflows
- Strong quantitative skills are required, with an emphasis on analytical rigor and attention to detail