Director, Order to Cash

Essential Job Duties

Team Leadership

Lead, mentor, and develop a team of 3–5 billing and collections specialists

Set clear performance expectations, conduct regular 1:1s, and manage workload distribution

Foster a culture of accountability, continuous improvement, and collaboration

Revenue Lifecycle & Transaction Ownership

Own the end-to-end customer transaction lifecycle — from the point a renewal or new sale is closed, through order setup, invoicing, collections, and cash application — ensuring accuracy and continuity at every stage

Own all customer contract transactions end-to-end — including renewals, closed-won new business, upsells, downsells, and terminations — partnering with Customer Success and Sales to ensure each is executed accurately and flows cleanly into downstream transaction setup and billing

Oversee the end-to-end billing cycle including invoicing, collections, and cash application in NetSuite

Manage customer account reconciliations and ensure accurate GL coding and proper billing categorization

Monitor and manage accounts receivable aging to minimize DSO and maximize cash flow

Coordinate with Customer Success and external clients to resolve billing disputes and payment inquiries

Ensure billing data integrity across NetSuite and Salesforce, including subscription items and charge schedules

Reconciliation & Accounting Oversight

Perform and oversee account-level reconciliations between Salesforce (CRM) and NetSuite (billing/ERP system of record)

Understand the basic GL impact of billing events, adjustments, credits, and collections activity

Partner with the accounting and FP&A team to support month-end close, accruals, and audit requests

Reporting & Executive Summaries

Develop and maintain dashboards and KPI reports covering collections rates, aging buckets, DSO, and cash trends

Engage directly in weekly aging reviews, top delinquent account analysis, and high-risk customer situations

Prepare concise executive summaries that translate AR and collections data into actionable insights for leadership

Define, track, and communicate team output metrics to measure productivity and process effectiveness

Process Improvement

Document, standardize, and continuously refine workflows across the full order-to-cash lifecycle

Identify and implement process automation opportunities to increase efficiency and reduce manual error

Design and enforce disciplined collections operating rhythms, including daily, weekly, and monthly execution cadences

Lead hands-on improvements across collections, billing accuracy, cash application, and dispute workflows

Ensure improvements are embedded into daily execution, not just documented in policy

Partner with Finance, Engineering, and Product teams to drive system improvements in NetSuite and Salesforce

Cross-Functional Collaboration

Partner closely with Customer Success and Account Management to ensure seamless handoffs and a smooth customer experience across the transaction lifecycle

Collaborate with Sales Ops and RevOps on new customer onboarding, renewals, contract changes, and upsell processing

Maintain strong working relationships with external clients to support payment resolution and retention

Other Job Duties

Other duties as assigned by supervisor or HHAeXchange leader.

Travel Requirements

Travel up to 10%, including overnight travel

Required Education, Experience, Certifications and Skills

Required

10+ years of experience across billing, collections, revenue operations, or the order-to-cash lifecycle, including 5+ years leading a team

Hands-on experience with NetSuite (invoicing, AR, reconciliation, reporting)

Experience working with Salesforce as a CRM and/or billing system of record

Basic understanding of accounting principles — comfortable with GL impact of billing transactions, credits, and adjustments

Demonstrated experience leading and developing a high performing team in a fast-paced environment

Proven ability to design, document, and optimize operational processes

Excellent written and verbal communication skills, including experience presenting to senior leadership

Strong analytical skills with the ability to build executive-facing reports and dashboards

Preferred

Familiarity with healthcare, homecare, or Medicaid billing (e.g., payer billing, EVV, or healthcare AR)

Experience in a SaaS or subscription-based business model

Familiarity with Salesforce CPQ, ZoneBilling, or similar billing tools

Bachelor's degree in Accounting, Finance, Business, or a related field (or equivalent experience)

Experience working cross-functionally with Customer Success, RevOps, or Sales teams