About the role
We are looking for a dedicated Team Lead – Order to Cash (O2C) who will act as a blend of individual contributor and people manager responsible for executing end-to-end Order to Cash processes at Cvent. This role will ensure accuracy, timeliness, and adherence to policies across contracts management, billing, collections, cash application, dispute and query management, and customer account management. The ideal candidate will have strong expertise in O2C processes and a detail-oriented approach to ensure high-quality service delivery.
What You Will Be Doing
•Order to Cash Processes Execution
o Execute day-to-day O2C operations including contracts management, billing, collections, cash application, dispute and query management, and customer account management.
o Ensure accuracy and timeliness in billing, invoicing, and cash application.
o Perform collections activities, including customer follow-ups and prioritizing collections efforts based on customer behavior and credit risk.
o Manage credit limits and assess customer credit worthiness to mitigate risks and ensure timely payments.
o Handle customer disputes and queries, conduct root cause analysis and resolve issues promptly.
o Maintain high standards of customer service and ensure positive customer experience in all interactions.
o Perform cash application, ensuring accurate and timely allocation of payments to customer accounts.
o Conduct bank reconciliations and resolve any discrepancies in cash applications.
• Process Improvement and Compliance
o Identify opportunities for process improvement and automation within the O2C function.
o Ensure adherence to company policies, internal controls, and regulatory requirements across all O2C processes.
o Support the implementation of AI and automation initiatives to enhance efficiency and accuracy.
• Stakeholder Collaboration
o Collaborate with cross-functional teams such as Sales, Legal, Revenue Operations, FP&A, Accounting, and IT to ensure alignment on policies, contract terms, billing rules, and exception handling.
o Provide regular updates and reports on O2C metrics and performance to relevant stakeholders.
What You Will Need for this Position
• 6+ years of experience in Order to Cash / Accounts Receivable / Credit & Collections.
• Strong expertise in:
o Contracts management (commercial terms, billing schedules, renewals, amendments)
o Billing and invoicing (subscriptions, milestones, usage-based, credits/adjustments)
o Collections and credit management
o Cash application and bank reconciliation
o Dispute and query management (root cause analysis, resolution workflows)
o Customer account management (master data, account hierarchy, credit limits)
• Experience in supporting process improvement and automation projects within O2C.
• Proficiency with ERP and finance systems (e.g., SAP/Oracle/NetSuite or similar), O2C related tools, and reporting/BI platforms.
• Excellent analytical and problem-solving skills.
• Strong communication skills and the ability to work collaboratively with cross-functional teams.
• Experience in a SaaS / technology / B2B environment.
• Professional certifications in finance, accounting, or process excellence
• Exposure to global revenue recognition concepts.
Key Success Metrics
• Accurate & timely contracts implementation.
• Improvement in billing accuracy, cash application timeliness, and dispute resolution cycle time.
• Reduction in DSO and overdue receivables.
• Successful adoption and impact of process improvements and automation initiatives within O2C.
• High levels of customer satisfaction and positive feedback.
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