Business Operations Lead

About Zūm:

Who You Are:

The role will report into our Revenue Operations team. This detail-oriented and highly analytical professional will build and maintain the spreadsheet-based models that power our accounts receivable and invoicing accuracy process. The Business Operations Lead will work hands-on in the data — using complex spreadsheet formulas, pivot tables, and automation tools to identify invoice discrepancies, reconcile billing errors, and ensure accurate, timely collections. While the core focus is on the accuracy and integrity of the underlying data, this role does involve some customer-facing interaction — including light, indirect negotiation to resolve billing discrepancies — along with regular exposure to Location Managers and leadership as part of partnering cross-functionally to resolve issues at the source.

 

This hybrid position is based in the corporate office in Redwood Shores, CA and requires 3 in-office days per week (Monday, Tuesday, Thursday). Only local candidates will be considered.

What You'll Do:

Partner directly with the Senior Manager of Revenue Operations to build, test, and refine spreadsheet-based models that support AR aging, invoice accuracy, and collections tracking
Own the ongoing maintenance of these models once built, ensuring they remain accurate and reliable as business needs evolve
Use complex formulas, pivot tables, and Google Apps Script automation to streamline data processing and reduce manual work
Investigate discrepancies between invoiced amounts and underlying contract/pricing data, applying a detail-oriented, investigative approach to root-cause each issue
Communicate and collaborate directly with Location Managers and internal stakeholders to resolve billing discrepancies, gathering the context needed to correct and reconcile invoices
Contribute to collections efforts throughout the AR lifecycle — not just after discrepancies are resolved — by proactively flagging at-risk accounts, surfacing potential issues early, and supporting outreach in parallel with ongoing discrepancy resolution and model maintenance
Adapt invoice formatting and reporting to meet varying customer/district requirements
Produce and distribute regular AR aging and reconciliation reports to Revenue Operations leadership
Identify recurring sources of invoice error or data discrepancy and recommend process improvements to prevent recurrence
Explore and apply AI tools with clear business logic to improve the speed and accuracy of reconciliation and modeling work

What You Bring To Zūm:

• 5+ years of experience in financial/business operations analysis, revenue operations, billing operations, or a related analytical role
• Bachelor's degree in Business, Finance, Accounting, or a related field preferred
• Advanced spreadsheet skills required — complex formulas, nested functions, and pivot tables in Excel and/or Google Sheets
• Familiarity with Google Apps Script automation is a strong plus
• Comfort using AI tools to support clear, well-defined business logic and workflows
• Strong foundational understanding of financial and accounting concepts, particularly as they relate to invoicing, billing, and accounts receivable
• Exceptional attention to detail and a genuine curiosity for finding and resolving discrepancies in data
• Strong written and verbal communication skills — comfortable working directly with Location Managers and cross-functional stakeholders to resolve issues
• Highly process-driven, with the discipline to build, document, and maintain repeatable workflows
• Strong quantitative skills are required, with an emphasis on analytical rigor and attention to detail
• Ability to thrive in a fast-paced, high-growth environment, managing multiple priorities and deadlines simultaneously
 
The targeted base salary range for this role is listed in the compensation section below. Actual salary may be above or below this range based on factors such as location, skills, and relevant experience. In addition, this position may include additional compensation in the form of equity or commissions. If you are a full-time salaried or hourly worker, we offer the following benefits: Medical, Dental, Vision, 401(k), Holidays, Wellness, Vacation, and more. The targeted pay range for this role in US CA is: $111,000 - $147,000