Head of Order Management & Billing
Harvey AI, San Francisco, California, United States, 94199
Why Harvey
At Harvey, we’re transforming how legal and professional services operate — not incrementally, but end-to-end. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we’re reshaping how critical knowledge work gets done for decades to come.
This is a rare chance to help build a generational company at a true inflection point. With 1000+ customers in 58+ countries, strong product-market fit, and world-class investor support, we’re scaling fast and defining a new category in real time. The work is ambitious, the bar is high, and the opportunity for growth — personal, professional, and financial — is unmatched.
Our team is sharp, motivated, and deeply committed to the mission. We move fast, operate with intensity, and take real ownership of the problems we tackle — from early thinking to long-term outcomes. We stay close to our customers — from leadership to engineers — and work together to solve real problems with urgency and care. If you thrive in ambiguity, push for excellence, and want to help shape the future of work alongside others who raise the bar, we invite you to build with us.
At Harvey, the future of professional services is being written today — and we’re just getting started.
Role Overview We are seeking an experienced leader to own and scale Harvey’s Order to Cash function, including billing, collections, and cash application. This critical role reports to the Head of Revenue Accounting and has full accountability for building and leading the Order to Cash organization, from order generation through cash collection. You'll be instrumental in establishing scalable processes, systems, and teams that support our global operations, while maintaining the highest standards of accuracy and customer experience.
What You'll Do
Own the full Order to Cash cycle: Take full accountability for the customer billing lifecycle from contract finalization and provisioning through invoice generation and collections, ensuring accuracy, timeliness, and scalability
Drive Operational Excellence: Establish unified SLAs and performance standards across the order to cash cycle while reducing manual interventions through systematic process improvements and automation
Build Systems & Automation: Collaborate with Business Systems and GTM to implement scalable systems and automation. Lead billing system configurations, automate workflows, and integrate billing systems.
Partner with Deal Desk and GTM Teams to provide strategic consultation on systems infrastructure and deal structuring to enable seamless contract-to-billing execution
Serve as escalation point for billing and payment inquiries, maintaining exceptional customer experience throughout the billing cycle and ensuring timely payment of invoices
Work closely with GTM and Product organizations to orchestrate comprehensive end-to-end testing of the billing process for all product changes
Own related procedures in month-end close and financial audit: Play a critical role in close and audit processes, ensuring accuracy and completeness of upstream data flowing into financial systems and ERP
Establish Controls & Compliance by implementing key controls, segregation of duties (SOD), and audit-ready processes supporting enterprise-grade operations
Deliver Analytics & Insights: Develop KPI dashboards and billing metrics for data-driven decision-making
Establish, scale, and develop the Order to Cash organization; define OKRs, clarify priorities, drive results, and develop team members through mentorship and coaching
What You Have
Bachelor's degree in Business, Finance, Accounting, or related field
12+ years of progressive billing operations and accounts receivable experience in a combination of high-growth technology companies and/or public companies
5+ years of leadership experience scaling teams through periods of significant growth; demonstrated success in organizational design, effective hiring, setting team priorities and OKRs, coaching and developing talent, and driving performance
Demonstrated ability to own an entire function with full accountability for strategy, execution, and results in ambiguous, fast-paced environments
Hands-on experience with modern billing systems (CRM, CPQ, billing platforms) and integration with ERP systems (Netsuite preferred)
Strong analytical mindset with proven track record driving process improvements, automation, and scalable operations to support significant revenue growth
Excellence in cross-functional collaboration and stakeholder management across technical and business teams
Strong experience with revenue accounting principles (ASC 606) and ability to support month-end close and audit processes
Data-savvy with proven track record working with large datasets and ensuring data accuracy and completeness for financial reporting and ERP systems
Knowledge of consumption-based and subscription billing models with experience in complex pricing structures
Compensation $196,000 - $265,000 USD
Harvey is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.
We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made by emailing accommodations@harvey.ai
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This is a rare chance to help build a generational company at a true inflection point. With 1000+ customers in 58+ countries, strong product-market fit, and world-class investor support, we’re scaling fast and defining a new category in real time. The work is ambitious, the bar is high, and the opportunity for growth — personal, professional, and financial — is unmatched.
Our team is sharp, motivated, and deeply committed to the mission. We move fast, operate with intensity, and take real ownership of the problems we tackle — from early thinking to long-term outcomes. We stay close to our customers — from leadership to engineers — and work together to solve real problems with urgency and care. If you thrive in ambiguity, push for excellence, and want to help shape the future of work alongside others who raise the bar, we invite you to build with us.
At Harvey, the future of professional services is being written today — and we’re just getting started.
Role Overview We are seeking an experienced leader to own and scale Harvey’s Order to Cash function, including billing, collections, and cash application. This critical role reports to the Head of Revenue Accounting and has full accountability for building and leading the Order to Cash organization, from order generation through cash collection. You'll be instrumental in establishing scalable processes, systems, and teams that support our global operations, while maintaining the highest standards of accuracy and customer experience.
What You'll Do
Own the full Order to Cash cycle: Take full accountability for the customer billing lifecycle from contract finalization and provisioning through invoice generation and collections, ensuring accuracy, timeliness, and scalability
Drive Operational Excellence: Establish unified SLAs and performance standards across the order to cash cycle while reducing manual interventions through systematic process improvements and automation
Build Systems & Automation: Collaborate with Business Systems and GTM to implement scalable systems and automation. Lead billing system configurations, automate workflows, and integrate billing systems.
Partner with Deal Desk and GTM Teams to provide strategic consultation on systems infrastructure and deal structuring to enable seamless contract-to-billing execution
Serve as escalation point for billing and payment inquiries, maintaining exceptional customer experience throughout the billing cycle and ensuring timely payment of invoices
Work closely with GTM and Product organizations to orchestrate comprehensive end-to-end testing of the billing process for all product changes
Own related procedures in month-end close and financial audit: Play a critical role in close and audit processes, ensuring accuracy and completeness of upstream data flowing into financial systems and ERP
Establish Controls & Compliance by implementing key controls, segregation of duties (SOD), and audit-ready processes supporting enterprise-grade operations
Deliver Analytics & Insights: Develop KPI dashboards and billing metrics for data-driven decision-making
Establish, scale, and develop the Order to Cash organization; define OKRs, clarify priorities, drive results, and develop team members through mentorship and coaching
What You Have
Bachelor's degree in Business, Finance, Accounting, or related field
12+ years of progressive billing operations and accounts receivable experience in a combination of high-growth technology companies and/or public companies
5+ years of leadership experience scaling teams through periods of significant growth; demonstrated success in organizational design, effective hiring, setting team priorities and OKRs, coaching and developing talent, and driving performance
Demonstrated ability to own an entire function with full accountability for strategy, execution, and results in ambiguous, fast-paced environments
Hands-on experience with modern billing systems (CRM, CPQ, billing platforms) and integration with ERP systems (Netsuite preferred)
Strong analytical mindset with proven track record driving process improvements, automation, and scalable operations to support significant revenue growth
Excellence in cross-functional collaboration and stakeholder management across technical and business teams
Strong experience with revenue accounting principles (ASC 606) and ability to support month-end close and audit processes
Data-savvy with proven track record working with large datasets and ensuring data accuracy and completeness for financial reporting and ERP systems
Knowledge of consumption-based and subscription billing models with experience in complex pricing structures
Compensation $196,000 - $265,000 USD
Harvey is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.
We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made by emailing accommodations@harvey.ai
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