General

• Process sales orders for new, existing, and renewal SaaS customers in SaaSOptics (Maxio)
• Verify sales orders and contract details across FMX teams
• Manage invoice distribution and dunning across customers
• Support billing and revenue activities under company policies and applicable GAAP revenue recognition requirements
• Review new-business contracts and process associated revenue and invoices
• Process customer churn and contraction requests
• Monitor customer aging and support collections, including outreach, dispute resolution, and escalation of past-due balances
• Partner with Sales, Customer Success, and Finance to resolve contract, billing, and account issues
• Document and enforce internal policies and procedures
• Ensure billed and unbilled revenue accounting complies with revenue recognition standards
• Maintain accurate customer, contract, and billing information across systems and support order-to-cash internal controls
• Prepare and maintain AR and revenue account reconciliations; investigate discrepancies across billing, revenue, CRM, and general ledger systems
• Assist with month-end close for accounts receivable, billing, deferred revenue, and revenue reconciliations
• Provide audit documentation
• Improve billing process efficiency, quality, and productivity
• Complete special projects assigned by the Controller or VP, Finance

AR and Revenue Specialist

• Support billing and revenue-related activities in accordance with company policies and applicable GAAP revenue recognition requirements
• Review contracts for new business and process associated revenue and invoices
• Process churn and contraction requests
• Monitor customer aging and support collection activities, including outreach, dispute resolution, and escalation of past-due balances
• Partner with Sales, Customer Success, and Finance to resolve contract, billing, and customer account issues
• Document and enforce internal policies and procedures
• Ensure billed and unbilled revenue accounting is correct under revenue recognition standards
• Maintain accurate customer, contract, and billing information across applicable systems
• Support internal controls over the order-to-cash process
• Prepare and maintain AR and revenue-related account reconciliations
• Investigate discrepancies between billing, revenue, CRM, and general ledger systems
• Assist with monthly close activities for accounts receivable, billing, deferred revenue, and revenue-related reconciliations
• Provide supporting documentation for audits
• Improve billing processes and procedures
• Complete special projects assigned by the Controller or VP of Finance
• Process SaaS sales orders in SaaSOptics (Maxio), verify contract details, and manage invoice distribution and dunning

Manager

• Oversee end-to-end legal operations and the contract lifecycle
• Perform first-pass reviews of redlines and addenda
• Identify deviations from company standards and prepare documents for further negotiation
• Coordinate internal and external escalations
• Flag high-risk items or complex legal language for third-party counsel or CFO review
• Own standard SaaS Agreements, Partner Agreements, and NDAs
• Maintain Salesforce and CRM integrity with agreement details, executed addenda, and negotiated terms
• Perform first-pass reviews of DPAs and security-related legal paperwork or questionnaires
• Oversee compliance initiatives involving privacy regulations, data security standards, and international legal requirements
• Serve as a bridge between sales, finance, and legal
• Participate in phone screening, hiring manager, and panel interview processes as applicable to the hiring process

Contract Manager

Financial Planning and Analysis

• Maintain and update financial models, forecasts, and budgets
• Prepare monthly, quarterly, and annual reporting packages for management and stakeholders
• Track and maintain SaaS metrics and ensure data integrity across sources
• Identify and flag inconsistencies in models or reports and escalate appropriately
• Provide ad hoc financial analysis to cross-functional teams and management
• Serve as decision support for departments and contribute to growth strategies and mid- to long-range planning
• Build working knowledge of company systems, data flows, and reporting cadences
• Use AI tools and workflows to improve analysis efficiency and quality
• Communicate task status, data questions, and preliminary findings
• Report to the Manager of FP&A
• Complete phone screen, hiring manager interview, technical assessment, and final Finance leadership interview as part of the hiring process

FP&A Analyst

Customer Success Manager

• Guide customers through the FMX implementation process
• Understand customers’ current processes, pain points, and goals
• Serve as the dedicated point of contact during implementation
• Own customer relationships and increase adoption and satisfaction
• Maintain and enforce a 60-day implementation process
• Collect and document customer success stories, quotes, and use cases
• Report customer insights to the Marketing team
• Upsell and cross-sell additional FMX software features
• Record implementation meetings, phone calls, and miscellaneous tasks in Gainsight
• Configure forms for new and existing customers
• Allocate approximately 80% of time to client onboarding, 10% to support, and 10% to specific projects
• Travel for onsite implementation meetings or training sessions