Manager, Order-to-Cash

Account, Credit, and Collections Manager, Order-to-Cash (OTC)
The Account, Credit, and Collections Manager oversees the team of SailPoint's OTC function that supports account maintenance, credit processes, and collection activities. The candidate must have strong attention-to-detail and problem-solving skills, while maintaining the flexibility to adjust to changing business needs in a rapidly growing company. The Manager must have excellent communication skills, both written and verbal, the ability to understand and develop processes that supports the OTC team to provide first in class service to our internal customers, external customers, and partners around the world, while maintaining proper controls and safeguarding the company's assets. This position reports to the Sr. Manager, Order-to-Cash.
Responsibilities:

• Account maintenance
  • Manage creation, maintenance, and deactivation of the following accounts:
    • SailPoint direct end customers
    • SailPoint distributors and partners/resellers
    • SailPoint as a vendor for customers, distributors, partners/resellers
  • Ensure account phases adhere to company policy and processes
  • Update/maintain related policy and processes, with a focus on process improvements and efficiencies
  • Owner of Accounting system customer card
  • Ensure alignment between the Accounting system's customer card and Salesforce customer record
  • Maintain invoicing/customer procurement portals for transacting with customers, distributors, and partners/resellers, including:
    • Maintaining and reviewing team member portal access
    • Reviewing monthly activity for fee-based portals
    • Adding entities to pre-existing portals to which SailPoint subscribes
    • Review and advise on proposals for utilizing new portals for transacting with customers
  • Work cross departmentally with Sales, Contracts, Sales Support, as needed, to clarify and properly establish accounts
• Credit review
  • Establish specific customer credit limit using methodologies established by SailPoint's Customer Credit Policy
  • Manage credit limit review of transactions based on SailPoint's policy
  • Approve and or manage credit limit proposals in accordance with SailPoint's approval thresholds
  • Update/maintain credit limit policy and processes, with a focus on process improvements and efficiencies
  • Maintain third-party credit rating system access and usage and be the key contact for the vendor account manager
  • Monitor and maintain SailPoint's credit rating through rating review, coordination of account updates/corrections with internal SailPoint teams and vendor account manager, and coordinate the submission of periodic trade references
  • Monitor customer credit limits in line with SailPoint's business needs and customer's payment performance
• Collections & Application
  • Manage collection efforts for the company's accounts receivable:
    • Lead best-in-class collections team and maintain strong aging health
    • Maintain balance of customer satisfaction and adherence to contractual terms and conditions
    • Maintain periodic Tesorio campaigns, including:
      • Courtesy contact
      • Initial past-due contact
      • Suspensions/Breach warnings
      • Terminations/Breach issuance
    • Maintain accounts receivable warning banner on Salesforce for past-due accounts
    • Coordinate cross-departmental escalation for collection support, as needed
    • Coordinate monthly statements of outstanding invoices to select partners/resellers
    • Update/maintain credit limit policy and processes, with a focus on process improvements and efficiencies leveraging technology and standard processes
  • Oversee the remittance application related to the company's accounts receivable, including:
    • Cash/wire/ACH application
    • Credit memo application
    • AR adjustments and write-offs
    • Deposit in Transit
    • Overpayments
    • Ensure transaction application adheres to company policy
    • Update/maintain cash collections policy and processes
    • Perform monthly reconciliation and associated fluctuation explanations for Deposit in Transits and Overpayments
• Develop and maintain working relationships across lines of business, including Account Management, Contracts, and Sales
• Assist with projects, process development, and documentation
• Assist with the various required financial audits and filings

Required Skills/Experience:

• Bachelor's degree in accounting, finance, business administration, or related field
• 7+ years of relevant experience, management experience preferred
• Prior Credit Function experience
• Prior software company experience a plus
• Experience in an environment including transactions with both direct customers and resellers
• Experience in managing a credit environment with new and recurring transactions with varying sales cycles
• Audit and compliance experience beneficial
• Ability to communicate effectively across all levels of the company
• History of process documentation and improvement
• Strong organizational skills and a demonstrated track record of managing multiple priorities
• Must be detail-oriented and adaptable
• Microsoft office experience required
• Experience with enterprise accounting systems, such as Intacct, Salesforce, Smartsheet, Creditsafe, D&B, and Tesorio systems

SailPoint is an equal opportunity employer and we welcome everyone to our team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.