Job Description
Application and Interview Impersonation Notice: Impersonating another individual when applying for employment, and/or participating in an interview process to assist another individual in obtaining employment, with Precisely Software Incorporated (“Precisely”) is unlawful. If Precisely identifies such fraudulent conduct, then as applicable and to the extent permitted by law, the application will be rejected, an offer (if made) will be rescinded, or the employment will be terminated, and legal action may be taken against the impersonators.
Precisely is the leader in data integrity. We empower businesses to make more confident decisions based on trusted data through a unique combination of software, data enrichment products and strategic services. What does this mean to you? For starters, it means joining a company focused on delivering outstanding innovation and support that helps customers increase revenue, lower costs and reduce risk. In fact, Precisely powers better decisions for more than 12,000 global organizations, including 95 of the Fortune 100. Precisely’s 2500 employees are unified by four company core values that are central to who we are and how we operate: Openness, Determination, Individuality, and Collaboration. We are committed to career development for our employees and offer opportunities for growth, learning and building community. With a “work from anywhere” culture, we celebrate diversity in a distributed environment with a presence in 30 countries as well as 20 offices in over 5 continents. Learn more about why it’s an exciting time to join Precisely!
Precisely is an AI-first organization. All employees are expected to demonstrate proficiency in applying AI tools to accelerate their work, improve output quality, and eliminate low-value tasks. Candidates should be comfortable using generative AI tools (e.g., Microsoft Copilot, ChatGPT) in their day-to-day workflows, able to evaluate AI-generated outputs critically, and open to continuously adopting new AI capabilities as they emerge.
Overview:
We are seeking a Senior Manager, Order to Cash (O2C) Business Transformation to lead end-to-end process and system improvements across the customer-to-cash lifecycle, with a primary focus on Salesforce (front office) and NetSuite (ERP/financials). This role will support the O2C transformation roadmap, partner with Sales Operations, Finance/Accounting, Shared Services, IT, and Operations, and deliver measurable improvements in customer experience, working capital, compliance, and scalability through process standardization, automation, and data governance.
What you will do:
- Lead O2C transformation programs, including process redesign, operating model changes, policy/controls updates, and Salesforce/NetSuite enablement.
- Partner with Sales Ops and Finance to improve upstream quote/order quality (products, pricing, discounts, contract terms) to reduce billing defects, disputes, and revenue leakage.
- Define and govern integration touchpoints between Salesforce and NetSuite (customer/account, orders, invoices, payments, credits/returns), including error handling, reconciliation, and exception management.
- Improve master data governance and controls (customer hierarchies, bill-to/ship-to, payment terms, tax attributes, product/catalog, and bank/payment details) to support accurate billing and clean close.
- Enhance cash application efficiency (automation opportunities, payment matching, unapplied cash reduction) and strengthen cash forecasting inputs.
- Define and track O2C KPIs (e.g., DSO, CEI, billing timeliness, invoice accuracy/first-pass yield, dispute cycle time, unapplied cash, write-offs) with actionable dashboards.
- Ensure SOX/internal controls and audit readiness across order approvals, credit holds/releases, billing adjustments, credits/refunds, and segregation of duties.
- Lead cross-functional workshops and change management (communications, training, SOPs) to drive adoption; provide executive-ready status, risks, and recommendations.
What we are looking for:
Required Qualifications:
- Bachelor’s degree in Business, Finance, Accounting, Operations, Industrial Engineering, Information Systems, or related field (or equivalent experience).
- 7+ years of experience leading or delivering process improvement / transformation initiatives within Order to Cash, Accounts Receivable, or related customer operations.
- Demonstrated experience with end-to-end O2C processes: order management, billing/invoicing, credit, collections, cash application, disputes, and reporting.
- Strong program/project management capabilities (scope, plan, RAID, stakeholder management, and benefits realization).
- Experience partnering with systems teams on Salesforce and/or NetSuite enhancements, including translating business needs into user stories/requirements, supporting UAT, and driving go-live readiness.
- Working knowledge of internal controls and compliance expectations (e.g., segregation of duties, approvals, auditability).
- Advanced communication skills with ability to influence cross-functional leaders and drive decisions.
- Experience in shared services or global process standardization in multi-entity / multi-currency environments.
Key Skills:
- End-to-end process design and optimization (customer journey and back-office execution).
- Change management and adoption planning (training, communications, stakeholder alignment).
- Data-driven decision making; ability to define KPIs and build actionable insights from data.
- Strong facilitation skills; able to lead workshops with diverse stakeholders.
- Ability to balance customer experience with working capital, cost, and control requirements.
- Clear documentation skills (process maps, SOPs, policies, and controls narratives).
This position is 100% remote anywhere in the US
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