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Business Operations Lead

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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

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