Manager, Billing & Sales Operations
3H Compliance Group, Saratoga Springs, New York, United States
Saratoga Compliance Solutions, LLC ("Saratoga" or "SCS") is a leading provider of insurance sector focused compliance software and services. The Company is backed by a growth-focused private equity firm and is scaling quickly with an enviable roster of enterprise insurance clients. The Company is based in Saratoga Springs, New York and was originally founded in the early 2000s prior to merging with a competitor in 2025 and establishing itself as Saratoga.
About the Role We are seeking a detail-oriented Manager of Billing & Sales Operations to oversee critical revenue operations functions. This role will be responsible for invoice generation, billing reconciliation, contract management, error investigation and resolution and accuracy reviews / contract audits across our growing customer base. The ideal candidate will combine strong technical proficiency in billing systems with exceptional attention to detail, ensuring accurate and timely financial operations while supporting the broader sales and customer success teams.
Key Responsibilities Invoice Generation & Billing Management
Generate and distribute accurate invoices to customers on a timely basis, ensuring compliance with contract terms and billing schedules
Manage billing cycles for subscription-based revenue, including period-end “true ups”
Oversee invoice delivery methods and customer communication regarding billing matters
Coordinate with finance team on accounts receivable tracking and collections support
Billing Reconciliation & Accuracy Reviews
Perform monthly billing reconciliation to ensure revenue recognition accuracy and identify discrepancies
Conduct systematic accuracy reviews of billing data, pricing implementations, and contract terms
Maintain audit trails and documentation for billing transactions and corrections
Contract Management & Administration
Process and manage customer contracts, amendments, and renewals in collaboration with Finance, Sales & Legal/Contracts teams
Maintain contract database and ensure billing system alignment with executed contract terms
Track contract milestones, renewal dates, and pricing escalations
Support sales team with contract structuring and pricing implementation
Error Investigation & Resolution
Investigate and resolve billing discrepancies, customer disputes and system errors promptly
Document root causes of billing errors and implement corrective measures to prevent recurrence
Serve as primary point of contact for customer billing inquiries and issue resolution
Coordinate with customer success and finance teams to ensure timely resolution of billing matters
Systems & Process Management
Develop proficiency in using our ticket management system (invoice generation), subscription billing platform, sales and tax automation tool, our digital banking solution and key AR/AP applications to become a subject matter expert in our internal order to cash process (O2C)
Collaborate with IT and finance teams on system integrations with other tools (CRM, etc)
Document billing processes, create standard operating procedures, and drive continuous improvement initiatives
Qualifications Required:
Bachelor's degree in business, accounting, finance, or related field
5+ years of experience in billing operations, revenue operations or sales operations roles
Demonstrated expertise in invoice generation, billing reconciliation and contract administration
Exceptional attention to detail with proven ability to maintain accuracy in high-volume environments
Strong analytical and problem‑solving skills with ability to investigate and resolve complex billing issues
Proficiency with Microsoft Excel and Office of the CFO Applications
Excellent written and verbal communication skills
Preferred:
Experience in recurring revenue‑oriented B2B software, payments, data or services businesses
Familiarity with B2B subscription metrics (ARR, NRR, GRR, etc)
Exposure to Quickbooks and subscription billing platforms such as Maxio, Zuora, Chargebee, Recurly, etc
Understanding of accounts payable (AP) and accounts receivable (AR) systems and processes (including preparing aging schedules)
Knowledge of the P&C Insurance industry
Pay range and compensation package
Competitive salary commensurate with experience
401(k) with company match
Professional development opportunities including direct exposure to board of directors
Collaborative and growth‑oriented work environment
Role & Location:
Hybrid Setup. 2 Days in Office Per Week
Headquarters in Saratoga Springs, New York
#J-18808-Ljbffr
About the Role We are seeking a detail-oriented Manager of Billing & Sales Operations to oversee critical revenue operations functions. This role will be responsible for invoice generation, billing reconciliation, contract management, error investigation and resolution and accuracy reviews / contract audits across our growing customer base. The ideal candidate will combine strong technical proficiency in billing systems with exceptional attention to detail, ensuring accurate and timely financial operations while supporting the broader sales and customer success teams.
Key Responsibilities Invoice Generation & Billing Management
Generate and distribute accurate invoices to customers on a timely basis, ensuring compliance with contract terms and billing schedules
Manage billing cycles for subscription-based revenue, including period-end “true ups”
Oversee invoice delivery methods and customer communication regarding billing matters
Coordinate with finance team on accounts receivable tracking and collections support
Billing Reconciliation & Accuracy Reviews
Perform monthly billing reconciliation to ensure revenue recognition accuracy and identify discrepancies
Conduct systematic accuracy reviews of billing data, pricing implementations, and contract terms
Maintain audit trails and documentation for billing transactions and corrections
Contract Management & Administration
Process and manage customer contracts, amendments, and renewals in collaboration with Finance, Sales & Legal/Contracts teams
Maintain contract database and ensure billing system alignment with executed contract terms
Track contract milestones, renewal dates, and pricing escalations
Support sales team with contract structuring and pricing implementation
Error Investigation & Resolution
Investigate and resolve billing discrepancies, customer disputes and system errors promptly
Document root causes of billing errors and implement corrective measures to prevent recurrence
Serve as primary point of contact for customer billing inquiries and issue resolution
Coordinate with customer success and finance teams to ensure timely resolution of billing matters
Systems & Process Management
Develop proficiency in using our ticket management system (invoice generation), subscription billing platform, sales and tax automation tool, our digital banking solution and key AR/AP applications to become a subject matter expert in our internal order to cash process (O2C)
Collaborate with IT and finance teams on system integrations with other tools (CRM, etc)
Document billing processes, create standard operating procedures, and drive continuous improvement initiatives
Qualifications Required:
Bachelor's degree in business, accounting, finance, or related field
5+ years of experience in billing operations, revenue operations or sales operations roles
Demonstrated expertise in invoice generation, billing reconciliation and contract administration
Exceptional attention to detail with proven ability to maintain accuracy in high-volume environments
Strong analytical and problem‑solving skills with ability to investigate and resolve complex billing issues
Proficiency with Microsoft Excel and Office of the CFO Applications
Excellent written and verbal communication skills
Preferred:
Experience in recurring revenue‑oriented B2B software, payments, data or services businesses
Familiarity with B2B subscription metrics (ARR, NRR, GRR, etc)
Exposure to Quickbooks and subscription billing platforms such as Maxio, Zuora, Chargebee, Recurly, etc
Understanding of accounts payable (AP) and accounts receivable (AR) systems and processes (including preparing aging schedules)
Knowledge of the P&C Insurance industry
Pay range and compensation package
Competitive salary commensurate with experience
401(k) with company match
Professional development opportunities including direct exposure to board of directors
Collaborative and growth‑oriented work environment
Role & Location:
Hybrid Setup. 2 Days in Office Per Week
Headquarters in Saratoga Springs, New York
#J-18808-Ljbffr