Investorflow

Revenue Operations & Accounting Manager

San Francisco, CA Full Time
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.

We are seeking a highly analytical and detail-oriented Revenue Operations & Accounting Manager to own our end-to-end global revenue operations. This role is critical in ensuring accurate revenue recognition, high-quality invoicing, and robust customer ARR analytics for a fast-growing mid-sized SaaS business. This highly visible role will also lead the development of automation and process improvements across revenue operations, modernizing workflows that are currently more manual than preferred.
 
The ideal candidate has a strong accounting foundation, understands SaaS business models, can interpret customer contracts, and is comfortable managing and analyzing large datasets. This position partners closely with Sales, Customer Success, Professional Services and FP&A organizations to ensure revenue is recorded accurately and business decisions are supported by timely insights.
 
This role is highly visible and cross-functional, working closely with the CEO, CFO, and COO to provide critical revenue insights that inform strategic decisions, forecasting, and operational execution.