Serve as the operational liaison between Sales, Platform Operations, Clients, and Experts, ensuring accurate contract terms, billing requirements, and smooth project kickoff and execution.
Oversee project delivery: check in with experts and buyers, manage project plans (scope, timing, resources, budget), and implement recovery actions for missed milestones.
Own billing operations: manage invoice schedules, maintain unbilled receivables, ensure timely expert payments, and prepare closeout documentation.
Monitor financial performance: analyze revenue reports, identify unbilled balances/trends, escalate risks, and coordinate change orders to protect margins.
Lead status updates with Client Communities, AR, Finance, and Leadership, while providing responsive, professional support on project and invoicing concerns.
Uphold professionalism, accountability, and clear communication across all client, expert, and internal interactions.
Assist designing, developing and optimizing operational processes and flow from Order to Cash. Identify opportunities for automation and AI.
Requirements
Bachelor’s degree in a technical, business or equivalent field.
5–7 years of project management experience with direct client-facing responsibilities.
Strong working knowledge of invoicing, billing terms, AR, and contract compliance and optimizing Financial Operations.
Proven success managing complex, high-volume projects with detailed financial accountability.
Exceptional organizational skills with ability to track multiple projects simultaneously.
Skilled communicator who builds confidence with both clients and internal stakeholders.
Proficiency with project management tools, ERP/financial systems (NetSuite, Salesforce, or equivalent), and advanced Excel.
PMP Certification
Project Management Applications
Experience with NetSuite ERP and Salesforce
Benefits
Flexible paid time off
13 company holidays + a week off from Christmas through New Years
Twelve weeks of paid parental leave regardless of how you choose to grow your family
Generous health insurance coverage as well as optional vision and dental
401k to save for retirement
Pre-tax commuter and flexible spending accounts
A lifestyle spending account to be used towards cell phone, internet, commuting, and learning & development
Wellness stipend for your mental, emotional, or physical wellbeing needs and support
Work from Home stipend
Applicant Tracking System Keywords
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