Revenue Accountant, Eptica

Salary not provided
Excel
Salesforce
Mid level
Toronto

Office located in Markham, ON

Eptica

Customer engagement management software

Open for applications

Eptica

Customer engagement management software

21-100 employees

B2BMarketingCommunicationSaaSTelecommunications

Open for applications

Salary not provided
Excel
Salesforce
Mid level
Toronto

Office located in Markham, ON

21-100 employees

B2BMarketingCommunicationSaaSTelecommunications

Company mission

To act as an extension of customer service teams by helping them develop customer relationship strategies, deliver high-quality, quick and personalised interaction with your customers.

Role

Who you are

  • The ideal candidate should have prior collaborative experience with the accounting & finance teams
  • Experience with software companies and Revenue Recognition rules would be an asset
  • 3 years’ work experience in multi-currency, multi-division environment
  • 3+ years relevant order processing experience, in a Billing or Order Management environment
  • Experience with Great Plains an asset
  • Experience with using Salesforce is preferred
  • Experience in SaaS or Software industry is an asset
  • Attention to detail, accuracy and timeliness
  • Advance Excel skills is preferred
  • Proven ability to multi-task, problem solve, handle high volumes and prioritize workload, while working independently

What the job involves

  • We are currently looking for a Revenue Accountant for our finance team
  • The Revenue Accountant works closely with operations and other revenue cycle partners in completing recurring administrative revenue cycle duties and tasks as well as supporting resolution of obstacles to billing
  • Enter & review sales orders in ERP/Contract Revenue Management System; ensure customer account and billing information are current and orders are consistent with terms as agreed to by customer/partner
  • Work closely with Sales/Operations to ensure acceptable overall profitability of the deal including margin and cash flow analysis
  • Review line items on invoice to ensure proper amounts are billed, and subscription / revenue dates are consistent with contracts signed
  • Ensure revenue recognition treatment is consistent with company policy and accounting guidance
  • Timely reconciliation of Unbilled and Deferred Revenue schedules by customer
  • Assist in monthly revenue reconciliation & Monitor open work orders
  • Provide assistance in quarterly and annual external audit processes, as well as ongoing Internal control testing for all documentation for approvals, evidence of profitability / cash flow metrics and assisting with preparing audit confirmation templates for selected items
  • Manage incoming inquiries from partners, customers and/or sales reps for revenue treatment, invoice questions, payment requests, order inquiries, etc
  • Regularly monitor billings backlog to ensure installment-based billings remain current and co-ordinate with Operations for discrepancies
  • Setting up new customers
  • Ability to identify business partner issues such as requests from customers and applicable suggested solutions
  • Partner with sales team to standardize the order taking form and required supporting documentation
  • Assist in the support of monthly/quarterly/annual revenue reporting activities, including monthly KPI’s
  • Prepare and complete other projects and tasks that may be required from time-to-time

Otta's take

Sam Franklin headshot

Sam Franklin

CEO of Otta

Communicating with customers to solve problems is essential to the customer retention of a company, but telecommunication teams struggle to keep up with the massive volume of requests received on different platforms. Whilst automation technology is used by many telecommunication services to automate common scenarios, such solutions are often frustrating to use due to rudimental voice recognition and have an overall lack of flexibility.

Eptica provides customer support and engagement management software, allowing businesses to deliver efficient multi-channel customer service systems that leverage automation to reduce bottlenecks. The company's solutions include AI chatbots and multi-channel video chat tools, in addition to a platform called Vecko for gathering customer experience data to facilitate the personalisation of every conversation.

Whilst many companies are already leveraging automation and personalisation throughout customer experiences, Eptica has recognised that succeeding in this depends on covering all communication platforms. Through its multi-channel approach, personalisation tools, and AI-driven automation solutions, the company aims to help its clients support every customer throughout their entire customer journey with flexibility, without having overworked telecommunication teams.

Insights

Few candidates hear
back within 2 weeks

Company

Funding (last 2 of 3 rounds)

Apr 2012

$7.6m

LATE VC

Aug 2005

$2m

SERIES C

Total funding: $11.8m

Company values

  • Determination - Challenge our limits and go beyond
  • Engagement - Say it, mean it, own it
  • Collaboration - Together we go further
  • Innovation - We value change, let’s innovate
  • Diversity - An open mind enriches everyone

Company HQ

Notre-Dame-des-Champs, Paris, France

Founders

Co-founder of Umeum from 2005 to 2015. CEO & Business Mentor of 7Mountains since 2021.

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