Associate Director – SaaS Billing & Revenue Management Technology Advisory – Private Equity Advisory

What You’ll Do

• Serve clients across the “Office of the CFO” at private equity portfolio companies specializing in Software, SaaS, and AI-enabled technology businesses by evaluating current billing and revenue recognition practices and providing recommendations to enhance the efficiency and effectiveness of the quote-to-cash and revenue management functions.
• Act as a billing and revenue management SME across platforms (NetSuite Advanced Revenue Management (ARM)/ SuiteBilling, Zone Billing, Zuora Revenue (RevPro), and related subscription/usage-based tools), including guidance on configuring revenue rules, allocations, amortization schedules, and automated revenue waterfall reporting.
• Lead the design, implementation, and optimization of usage-based and consumption billing models to support AI-era pricing strategies, including metered billing, tiered consumption, prepaid credit drawdown, and hybrid subscription-plus-usage structures.
• Help companies operationalize ASC 606 / IFRS 15 -compliant revenue recognition policies, including multi-element arrangements, variable consideration, stand-alone selling price (SSP) allocation, and contract modification accounting within their billing and ERP systems.
• Lead cross-functional project teams (NetSuite consultants, billing platform specialists, Private Equity consultants, and client stakeholders) across billing, revenue, and financial reporting workstreams, while mentoring team members through coaching, feedback and annual performance reviews to resolve multi-faceted issues.
• Design and implement integration architectures between billing platforms, CRM (Salesforce, HubSpot), ERP (NetSuite), CPQ tools, and data warehouses to create a seamless quote-to-revenue data flow.
• Work with your project team to develop management reporting and analytics around key SaaS metrics, including ARR, MRR, net revenue retention, usage/consumption trends, and product-level profitability.
• Develop and maintain relationships with portfolio company representatives and Private Equity sponsors, collaborating with CrossCountry team members to scope, clarify, and deliver excellent client service.
• Actively participate in business development opportunities and market a full range of billing, revenue, and technology enablement services to prospective clients, including using existing relationships to generate new opportunities.
• Guide customers through the change management process associated with billing system migrations and revenue recognition policy changes, providing resources and strategies to ensure a smooth and effective transition.
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
• Proactively identify and address project risks and issues related to billing accuracy, revenue compliance, and system integration, implementing effective mitigation strategies.

What You’ll Bring

• 9+ years of experience in professional services, consulting, or SaaS operations with at least 5 years of hands-on experience leading billing system implementations, revenue recognition configurations, or subscription management platform deployments.
• Deep expertise in one or more of the following platforms: NetSuite Advanced Revenue Management (ARM), NetSuite SuiteBilling, Zone Billing (Zone & Co), Zuora Billing, Zuora Revenue (RevPro), or comparable billing/revenue management solutions.
• Strong working knowledge of ASC 606 / IFRS 15 revenue recognition standards, including practical experience configuring multi-element arrangements, variable consideration, SSP allocation, and contract modification scenarios in billing or ERP systems.
• Experience designing and implementing usage-based and consumption (metered) billing models for AI, data, API, or cloud infrastructure products with dynamic pricing.
• Proven ability to efficiently manage multiple projects, schedules, and tasks concurrently, ensuring timely delivery and optimal results across billing, revenue, and ERP workstreams.
• The ideal candidate will possess experience building financial management reports across key SaaS metrics, including ARR, MRR, bookings, net revenue retention, usage/consumption analytics, and headcount, comparing current actual and year-to-date performance with prior year results, forecasts, and budgeted results.
• Strong experience driving integration across billing platforms, NetSuite, CRM (Salesforce/HubSpot), CPQ tools, and data warehouses.
• Software / SaaS industry experience, with preference for candidates who have worked with companies navigating usage-based or consumption pricing transformations.
• Consistent success in building and developing strong client relationships with both PE sponsors and portfolio company leadership.
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
• Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.
• Experience conversing with Controller groups and accounting teams, including fluent knowledge of the main elements and drivers of the income statement, the balance sheet, and the statement of cash flow as they relate to subscription and recurring revenue businesses.
• Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues spanning billing operations, revenue accounting, and system configuration.

Qualifications:

• Bachelor’s degree in accounting, finance, information systems, or a related field.
• NetSuite SuiteFoundation, Administrator, or ERP Consultant certification preferred; Zuora certification or equivalent billing platform credentials a plus.