Order Review and Collections Specialist

LastPass is looking for an Order Review and Collections Specialist: 

This is an exciting opportunity for an accounting or finance professional looking to join a dynamic public SaaS company headquartered in Boston’s Innovation District. You will be part of the CFO’s Revenue Operations Organization, reporting to a manager based in the USA.  This is an excellent opportunity for a hands-on, detail-oriented person looking for a challenging growth opportunity within the Finance organization.  

The Collections Team is responsible for managing all accounts receivable and collections issues with our customers as well as interacting internally with executive management and sales leaders to review and manage your assigned portfolio.  You will also get exposure to the other aspects of Revenue Operations including review of Salesforce.com opportunities and internal cases.  You will discover that this position is a key contributing player within the Revenue Operations Organization as you apply your skills to this role.

If you are passionate about complex problem solving and motivated by scale, then this is the role for you!

Who will you work with?

The Revenue Operations Organization has high visibility within LastPass and reports directly to the CFO.  Team members interact with many internal and external stakeholders including Sales, Controller/Accounting, Legal Counsel, FP&A, Customer Care, LastPass Customers, Internal and External Audit, and Compliance.

What are some of the exciting challenges you will be working on?

• Assisting with collection efforts including communication with customers on a timely basis including phone communication, sending invoices, providing needed vendor forms, banking information, etc.
• Reviewing sales orders and contract terms into the Company’s ERP (NetSuite) assuring completeness and accuracy
• Reviewing and actioning internal Salesforce.com cases and following up with customers and internal stakeholders to resolve
• Handling write-offs and deprovisioning of accounts including entry into Salesforce.com and Credit Memos within NetSuite
• Adhere to month-end and quarter-end deadlines by providing timely support to internal and external stakeholders
• Manage tax exemptions, chargebacks, and payment processing duties

What does it take to work at LastPass?

• Experience: At least two years of relevant experience in a finance, collections, or Revenue Operations role, including experience with billing disputes and resolution management, and use of a sales CPQ system such as Salesforce.com
  • Familiarity with the Microsoft Office Suite (Outlook, Excel, PowerPoint, Word, etc.) is a requirement
• Dependability: We are looking for a professional that we can rely on who is committed to working with the team, with stakeholders, and consistently demonstrates the ability to meet deadlines
• Collaboration: You will be working as part of a larger global team across various time zones, some of which will be newer to their roles.  We need this person to demonstrate mentorship, collaboration, and curiosity.  Asking the right questions at the right time is a key component to success in this role.
• Attention to Detail: This role requires someone able to book a large volume of deals with a high amount of complexity under pressure.  Accuracy is a key metric for success.

It's great, but not required:

• Intermediate level of proficiency with MS Office products (Excel, Word, PowerPoint)
• Prior experience working in a remote-centric environment utilizing collaboration tools such as GoTo Meeting, Microsoft Teams, Zoom, etc.