Billing and Collections Lead

Posted 2 days ago

zum servicesRedwood City (CA)

Billing and Posting Clerks Software Publishers

SENIORITY

Senior

SALARY

$110,000 to $140,000

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About the role

Hybrid Remote/ Redwood City, CAOperations – Operations /Full-time /HybridAbout Zūm: Zūm is revolutionizing mass mobility with its Connected Mobility Experience (Zūm CMX) system that connects and coordinates people, vehicles, and operations in real time. In the $50 billion student mobility market – the largest segment of the mass mobility industry – Zūm CMX is transforming a daily source of anxiety and disruption into a reliable, transparent, and efficient mobility experience for students and families. Today, more than 6,500 schools rely on Zūm CMX. Recognized globally for its innovative approach and operational execution, Zūm has been named to Fast Company's World's Most Innovative Companies, CNBC Disruptor 50 and Changemakers, the World Economic Forum, and the Financial Times' Fastest Growing Companies lists. Zūm is backed by leading investors including Sequoia Capital, GIC, TPG, and Softbank.

Who You Are: The role will report into our Revenue Operations team. This detail-oriented and highly analytical professional will build and maintain the spreadsheet-based models that power our accounts receivable and invoicing accuracy process. The Senior Business Operations Analyst will work hands-on in the data — using complex spreadsheet formulas, pivot tables, and automation tools to identify invoice discrepancies, reconcile billing errors, and ensure accurate, timely collections. While the core focus is on the accuracy and integrity of the underlying data, this role does involve some customer-facing interaction — including light, indirect negotiation to resolve billing discrepancies — along with regular exposure to Location Managers and leadership as part of partnering cross-functionally to resolve issues at the source. This hybrid position is based in the corporate office in Redwood Shores, CA and requires 3 in-office days per week (Monday, Tuesday, Thursday). Only local candidates will be considered.

What You'll Do:

Partner directly with the Senior Manager of Revenue Operations to build, test, and refine spreadsheet-based models that support AR aging, invoice accuracy, and collections tracking
Own the ongoing maintenance of these models once built, ensuring they remain accurate and reliable as business needs evolve
Use complex formulas, pivot tables, and Google Apps Script automation to streamline data processing and reduce manual work
Investigate discrepancies between invoiced amounts and underlying contract/pricing data, applying a detail-oriented, investigative approach to root-cause each issue
Communicate and collaborate directly with Location Managers and internal stakeholders to resolve billing discrepancies, gathering the context needed to correct and reconcile invoices
Contribute to collections efforts throughout the AR lifecycle — not just after discrepancies are resolved — by proactively flagging at-risk accounts, surfacing potential issues early, and supporting outreach in parallel with ongoing discrepancy resolution and model maintenance
Adapt invoice formatting and reporting to meet varying customer/district requirements
Produce and distribute regular AR aging and reconciliation reports to Revenue Operations leadership
Identify recurring sources of invoice error or data discrepancy and recommend process improvements to prevent recurrence
Explore and apply AI tools with clear business logic to improve the speed and accuracy of reconciliation and modeling work
What You Bring To Zūm:5+ years of experience in financial/business operations analysis, revenue operations, billing operations, or a related analytical role
Bachelor's degree in Business, Finance, Accounting, or a related field preferred
Advanced spreadsheet skills required — complex formulas, nested functions, and pivot tables in Excel and/or Google Sheets
Familiarity with Google Apps Script automation is a strong plus
Comfort using AI tools to support clear, well-defined business logic and workflowsStrong foundational understanding of financial and accounting concepts, particularly as they relate to invoicing, billing, and accounts receivable
Exceptional attention to detail and a genuine curiosity for finding and resolving discrepancies in data
Strong written and verbal communication skills — comfortable working directly with Location Managers and cross-functional stakeholders to resolve issues
Highly process-driven, with the discipline to build, document, and maintain repeatable workflowsStrong quantitative skills are required, with an emphasis on analytical rigor and attention to detail
Ability to thrive in a fast-paced, high-growth environment, managing multiple priorities and deadlines simultaneously

The targeted base salary range for this role is listed in the compensation section below. Actual salary may be above or below this range based on factors such as location, skills, and relevant experience. In addition, this position may include additional compensation in the form of equity or commissions. If you are a full-time salaried or hourly worker, we offer the following benefits: Medical, Dental, Vision, 401(k), Holidays, Wellness, Vacation, and more. The targeted pay range for this role in US CA is: $110,000 to $140,000 Zūm Services, Inc. and all its subsidiaries provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We may use artificial intelligence (AI) tools, such as Lever, Fountain, Factory Fix, Metaview, Gem, Claude, to support parts of the hiring process, including reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on applicant's provided data or publicly available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us at [email protected].

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