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Salary
$135k – $155k per year
Location
Remote/Hybrid (San Francisco, United States)
Seniority
Senior · 5+ years exp
Employment
Full-Time
Overview
Company
Impact
Profile match
InvestorFlow is a software company headquartered in Menlo Park, California, and founded in 2015. The company sells a client management and investor portal platform built on Salesforce for private equity, venture capital, private credit, and real estate managers, covering fundraising pipelines, deal tracking, and limited partner reporting. It counts a large share of the top alternative asset managers among its customers and runs offices across North America, the Dominican Republic, and London.

We are seeking a Revenue Accounting Manager to play a key role in how we recognize, report, and manage revenue across our growing SaaS business.

The focus of this role is revenue accounting and revenue operations. Key areas of ownership include ensuring revenue is recognized and reported accurately, customers are billed timely, and our books and management reporting clearly reflect our business. You’ll own revenue close, billing, ARR reporting, and the systems that support revenue reporting. As a growing SaaS business, this role also touches adjacent areas such as sales tax, commissions, contract fulfillment costs, and revenue analytics, giving the right person broad visibility across the revenue cycle.

This is a high-impact, highly collaborative role, ideal for someone who enjoys combining accounting rigor with operational problem-solving, systems, and data analysis.

You Will:

    • Review customer contracts to understand pricing, billing terms, performance obligations, renewal provisions and other revenue-related considerations.
    • Apply revenue recognition under ASC 606 and document conclusions clearly.
    • Maintain revenue schedules and deferrals in NetSuite, ensuring contract information is accurately reflected across Salesforce and NetSuite.
    • Support accurate and timely monthly close activities related to revenue.
    • Own the company’s ARR database across new bookings, renewals, expansions, contractions, and churn.
    • Prepare recurring ARR rollforwards, bookings analysis, churn analysis, retention metrics and other key SaaS operating metrics to support leadership reporting.
    • Oversee day-to-day billing, sales tax, and collections-related operations.
    • Review and quality control invoices, ensuring they align with contract terms.
    • Issue client invoices as needed for complex deals or during peak periods.
    • Partner with Sales and Client Services to resolve billing and revenue-related issues.
    • Calculate quarterly sales commissions.
    • Maintain deferred commission and service cost schedules to ensure contract acquisition and fulfillment costs are accounted for in compliance with ASC 340-40.

You Have:

  • 5-8 years of experience in revenue accounting and/or financial operations.
  • Strong understanding of SaaS revenue models and ASC 606.
  • Previous experience working with NetSuite ARM required.
  • Strong Excel skills and comfort working with data.
  • A thoughtful, detail-oriented approach and collaborative working style.
  • Comfort with the fast pace of a growing SaaS and services business.
  • PLUS:

    • Experience with billing operations or accounts receivable in a SaaS environment.
    • Salesforce or CRM experience.
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