Job Description
About Kaseya
Kaseya is the leading provider of AI-powered IT management and cybersecurity software, serving Managed Service Providers (MSPs) and internal IT organizations worldwide. Our comprehensive platform helps organizations efficiently manage, secure, and automate their IT environments, driving operational efficiency and long-term business success.
Backed by Insight Partners, a leading global software investor, Kaseya has experienced sustained double-digit growth and continues to expand its global footprint. Today, Kaseya supports customers in more than 20 countries and manages over 15 million endpoints worldwide.
Founded in 2000, Kaseya was built by builders - and we’re still building. We look for people who create rather than wait, who see a hard problem and lean in, and who treat challenges as raw material. At Kaseya, everyone plays a role in shaping the future of IT: whether you’re in engineering, product, sales, marketing, customer support, or operations, your work helps protect, defend, and optimize IT environments across the globe.
We’re building teams that grow, perform, and make an impact. If you’re driven by the itch to make things better - a product, a process, a career - you’ll fit right in.
At Kaseya, we don’t just raise the bar. We build it.
Capabilities in Scope:
- Billing, Invoicing & Customer Support: Manage billing schedules, invoice generation and delivery, consolidated and usage-based billing, credit memos, refunds, tax treatment, financial posting, customer inquiries, invoice explanations, disputes, and corrections.
- Invoice to Cash: Support payment processing, cash application, credit and collections, KYC and credit checks, disputes, write-offs, and bad debt.
- Payments & Cash Application: Enable tokenization, autopay, authorization, settlement, lockbox, wire/ACH, refunds, chargebacks, receivables updates, and payment-status synchronization across Salesforce, Oracle, Gr4vy, GoCardless, and related platforms.
- Revenue Recognition & Accounting: Support revenue recognition, contract assets and liabilities, journal posting, ARR and revenue reporting, and alignment across Salesforce Revenue Cloud, RightRev, and Oracle ERP Cloud.
- Order Management: Create, validate, submit, and manage orders across direct sales, ecommerce, partner/channel, and EDI motions.
- Collections & Credit: Support dunning, collections strategy, invoice disputes, payment follow-up, credit management, GetPaid, and AI-enabled automation.
- Tax, E-Invoicing & Compliance: Support tax calculation and exemptions, invoice and credit-memo tax treatment, e-invoicing, auditability, internal controls, security, and data privacy.
- Reporting & Data: Keep order, invoice, payment, customer, revenue, and finance data reliable, traceable, and available for operational, financial, AR, and enterprise reporting.
Key Responsibilities:
Product Ownership & Strategy
- Define the O2C roadmap across order management, billing, invoicing, payments, collections, revenue recognition, tax, reporting, and finance operations.
- Serve as O2C subject matter expert across Salesforce, NetSuite, GetPaid, Oracle ERP/Fusion, Salesforce Revenue Cloud Advanced, RightRev, MuleSoft/OIC, Gr4vy/GoCardless, OneSource, Snowflake, and boundary applications.
- Partner with Finance, Billing, Collections, Revenue and Sales Operations, Customer Operations, Product, Engineering, Architecture, Security, and IT to define requirements, prioritize work, and deliver scalable outcomes.
- Own and prioritize the backlog against corporate strategy, finance transformation, customer experience, revenue operations, and NextGen migration goals.
- Balance legacy investment with transformation, funding only enhancements that create measurable value, reduce risk, or improve migration readiness.
- Mature the O2C operating model by simplifying processes, clarifying ownership, improving handoffs, reducing manual work, and strengthening governance.
- Apply strong knowledge of MSPs, subscription and usage-based models, customer lifecycle processes, and Corporate/BIS systems.
Order-to-Cash Lifecycle Execution
- Lead requirements and solution alignment from order submission through invoicing, payment, collections, revenue recognition, tax, and reporting.
- Translate complex processes into clear requirements, user stories, acceptance criteria, process flows, and testable outcomes.
- Ensure order, invoice, payment, credit memo, customer, tax, receivables, and revenue data remains consistent and traceable across integrations.
- Partner with technical teams on integrations among Salesforce, Oracle, NetSuite, Gr4vy, GoCardless, OneSource, Snowflake, GetPaid, MuleSoft, and Oracle Integration Cloud.
- Support migration from legacy NetSuite O2C capabilities to the Salesforce and Oracle ecosystem while maintaining business continuity.
Additional information
Kaseya provides equal employment opportunity to all employees and applicants without regard to race, religion, age, ancestry, gender, sex, sexual orientation, national origin, citizenship status, physical or mental disability, veteran status, marital status, or any other characteristic protected by applicable law.
