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PetalMD

Billing & Revenue Operations Lead

Posted 9 Days Ago
Be an Early Applicant
Remote or Hybrid
2 Locations
Senior level
Remote or Hybrid
2 Locations
Senior level
The Billing & Revenue Operations Lead is responsible for optimizing billing and invoicing processes, ensuring billing accuracy, coordinating financial operations, and collaborating across departments in a SaaS environment.
The summary above was generated by AI

Petal is a leading Canadian healthcare orchestration and billing company that revolutionizes healthcare systems to make them agile, efficient, and resilient by enabling the forecasting and shaping of world-class healthcare through Healthcare BI, advanced analytics, and informed insights.

Our commitment to fostering an exceptional workplace culture has earned us notable recognitions, including being listed as a Great Place to Work in both the technology and healthcare sectors. Join us in our mission to empower healthcare innovators and improve healthcare differently.

What you can expect when joining the team

We are seeking a Billing & Revenue Operations Lead to oversee and optimize billing, invoicing, revenue operations, and related financial processes across multiple business units and operational workflows.

This role sits at the intersection of Finance, Customer Success, Sales Operations, Business Intelligence, and operational teams. You will play a key role in ensuring billing accuracy, operational efficiency, revenue integrity, and process scalability in a fast-growing SaaS environment.

Reporting to the Director of Finance, this is a hands-on operational role combining billing operations, revenue-related financial activities, systems coordination, process improvement, and cross-functional collaboration.

Your daily life

During the day, you will be led to:

  • Prepare and oversee recurring billing and invoicing activities across multiple products and operational workflows;

  • Ensure billing accuracy and alignment with contractual agreements and internal processes;

  • Coordinate billing-related activities across financial and operational systems;

  • Support customer billing inquiries, reconciliations, and collections follow-ups;

  • Participate in month-end close activities related to billing and revenue operations;

  • Support revenue recognition processes in accordance with internal policies and accounting standards;

  • Prepare recurring operational and financial reporting related to revenue activities;

  • Support audit activities related to billing and revenue operations;

  • Collaborate with Sales Operations, Customer Success, BI, and IT teams to support operational workflows and data quality;

  • Contribute to the integrity and reliability of billing and operational data across systems;

  • Support operational activities related to process changes, integrations, and acquired entities.

  • Identify opportunities to improve efficiency, standardize workflows, and reduce manual tasks;

  • Maintain operational documentation and support continuous improvement initiatives related to billing and revenue operations.

Your profile

Are you a motivated finance professional, known for your strong analytical skills and your ability to collaborate cross-functionally? Are you looking for the opportunity to drive financial success within a dynamic team? The sky is the limit! If you have:

  • Bachelor’s degree in Accounting, Finance, Business Administration, or related field (CPA is an asset);

  • 5–8 years of relevant experience in billing operations, finance operations, revenue operations, or SaaS operational finance;

  • Good understanding of recurring revenue and subscription-based business models;

  • Experience participating in month-end financial processes and reconciliations;

  • Strong operational rigor and attention to detail;

  • Advanced Excel proficiency and strong systems adaptability;

  • Experience working with ERP, billing, CRM, or reporting systems;

  • Excellent organizational and cross-functional collaboration skills;

  • Ability to manage recurring operational deadlines in a fast-paced environment.

Petal’s position on remote working

In our opinion, a company cannot claim to be modern, innovative and have the well-being of their team at heart, without attempting to integrate remote working to the level that their business model allows them to. Petal employees continue to benefit from the option of teleworking up to the maximum flexibility permitted by the nature of the position and the smooth running of operations.

Our benefits

  • Recurring hybrid work allowance;

  • Compensation that recognizes your contribution;

  • 4 to 6 weeks of paid vacation per year;

  • 5 paid personal days per year ;

  • A group RRSP / DPSP plan with employer contribution;

  • A complete group insurance plan, from day 1;

  • An annual wellness allowance;

  • Access to the Lumino Health™ telehealth application;

  • Flexible work hours and more.

Petal is an active participant in the equal opportunity employment program, and members of the following target groups are encouraged to apply: women, people with disabilities, aboriginal peoples and visible minorities. If you are a person with a disability, assistance with the screening and selection process is available on request.

A quick important note: We’ve noticed that some external websites are posting our job openings under incorrect job titles. To find our real opportunities and join our team, please make sure to apply through our official careers page or our trusted partners. We can’t wait to hear from you!

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