Order-to-Cash Lead
No salary listed
Senior
San Francisco, CA, USA
HybridHybrid work culture with an office in San Francisco; in-person company off-sites.
AccountingAccounts Payable/Receivable
About the job
Requirements
- At least 7 years of experience in accounts receivable, billing, collections, credit, or order-to-cash, including both hands-on and strategic experience.
- A track record of establishing or significantly improving credit and hold policies, including cross-functional negotiation with Sales and Account Management.
- Experience managing an outsourced accounts receivable/collections team or business process outsourcing provider, including setting key performance indicators, holding the provider accountable, and escalating issues.
- Familiarity with vendor management system/managed service provider customer chains or comparable third-party-payer environments, and with purchase-order-driven billing workflows.
- Direct experience partnering with Product or Engineering to scope and ship finance tooling.
- Strong analytical fluency with QuickBooks Online or NetSuite, accounts receivable dashboards, days sales outstanding and bad-debt key performance indicators, and borrowing-base reporting.
- Ability to operate in a high-growth, high-ambiguity environment.
Responsibilities
- Own the end-to-end Order-to-Cash process, identify gaps, develop solutions, resolve issues, and maintain long-term process health and scalability.
- Maintain the standard invoicing and payment-terms framework, review non-standard contract requests, and partner with Sales on a defined exception path.
- Optimize credit policy, including deciding which customers use invoicing versus bank or credit-card payments, setting credit limits, and defining hold policies.
- Partner with the CFO on cash-flow and financing implications of accounts receivable aging, including the company’s line of credit, borrowing base, and days sales outstanding trajectory.
- Manage the outsourced accounts receivable and collections team by setting operating cadence, metrics, and customer prioritization.
- Drive the open backlog, partner with Account Executives and Account Managers on aged accounts receivable, and resolve customer-specific issues.
- Enforce customer holds when warranted and run the weekly accounts receivable, Account Management, and Finance process and accounts receivable analysis where hold decisions are made.
- Own vendor management system customer invoice reconciliation end-to-end; partner with Operations on root-cause resolution, manage credit and payment-allocation reconciliation, ensure WorkWhile invoices, customer vendor management system invoices, and QuickBooks Online financials tie out, and drive Engineering to build automation and application programming interface connections between systems.
- Represent Finance externally on new customer invoice requirements and requests, and own customer escalations on disputes and issues.
- Serve as Finance Administrator for WorkWhile’s internal Admin Portal and configure policies affecting customer invoicing.
- Use modern artificial-intelligence-native tools to automate invoicing, cash application, dunning, and reconciliation.
- Improve credit decisioning by replacing manual spreadsheet workflows with a system-driven process for credit checks, payment-method routing, and credit-limit monitoring.
- Partner with Product, Engineering, and Operations to build the invoicing path for vendor management system customers, including rate, hour, worker, and shift reconciliation and hold-enforcement tooling.
About the company
WorkWhile connects businesses that need hourly workers with vetted labor in sectors like warehouse, light industrial, last-mile delivery, event services, food production, and hospitality. The platform uses advanced screening and background checks to verify workers and lets businesses set an hourly rate for each worker, paying only for filled jobs. The system enables flexible staffing, letting companies scale labor up or down as needed. Workers can manage pay, schedules, and preferences via a mobile app, including next-day pay to shorten the typical payday delay. Revenue comes from charging businesses for the labor provided, with no upfront costs, hidden fees, or long-term contracts. The goal is to efficiently match demand for hourly labor with a reliable, vetted workforce while giving both sides flexibility and cost control.
Company Size
201-500
Company Stage
Series B
Total Funding
$39.5M
Headquarters
San Francisco, California
Founded
2019
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Simplify's Take
What believers are saying
- September 2026 warehousing deployments cut short-notice absences by over 50% and call-outs below 3%.
- WorkWhile reported 1.2 million workers and 110% revenue growth in early 2026.
- CEO Simon Khalaf, appointed February 2026, pushes enterprise expansion, real-time pay, and financial services.
What critics are saying
- San Francisco's January 2026 settlement cost $4.5 million and left post-September 2025 claims open.
- California misclassification enforcement can force reclassification, back pay, and compliance costs across WorkWhile's core model.
- If courts and regulators ban contractor-like staffing economics, WorkWhile loses pricing leverage and market access.
What makes Workwhile unique
- WorkWhile sells AI-native staffing with Employer of Record compliance, not simple shift posting.
- September 8, 2026 expansion adds full-scale staffing and net-30 financing across verticals.
- WorkWhile Coach and Certified Professional Program turn worker assessment into deployable labor credentials.
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Benefits
- Health, vision, & dental premiums
- Unlimited time off
- Referral bonus
- WFH expenses