Quote to Cash Consultant

1 Month ago • 5 Years + • $115,900 PA - $173,800 PA

Job Summary

Job Description

This role involves collaborating with customers and prospects to evaluate and enhance their quote-to-cash business processes. The consultant will conduct on-site discovery workshops, develop a maturity assessment framework, and provide strategic recommendations. Responsibilities include leading functional discovery sessions, crafting tailored solutions, and articulating how Zuora’s platform drives business growth. The role requires a deep understanding of customer needs, conducting functional discovery sessions and process optimization. The consultant will also deliver presentations to a C-Level audience. They will also analyze and optimize the Quote to Cash cycle, create vision beyond our products and educate technical teams on recurring quote-to-revenue architectural concepts and design patterns.
Must have:
  • 5+ years of experience as a consultant focusing on quote-to-cash optimization.
  • Deep expertise in CRM, ERP, and other quote-to-cash solutions
  • Fundamental understanding of key Order to Invoice organization structure.
  • Deep understanding of critical process policies and controls.
  • Exceptional skills in problem-solving and out-of-the-box thinking.
  • Strong written, verbal, and presentation communication and a proven track record influencing
Perks:
  • Competitive compensation, variable bonus and performance reward opportunities, and retirement programs
  • Medical, dental and vision insurance
  • Generous, flexible time off
  • Paid holidays, “wellness” days and company wide end of year break
  • 6 months fully paid parental leave
  • Learning & Development stipend
  • Opportunities to volunteer and give back, including charitable donation match
  • Free resources and support for your mental wellbeing

Job Details

Company Overview

At Zuora, we do Modern Business. We’re helping people subscribe to new ways of doing business that are better for people, companies and ultimately the planet. It’s an approach resulting from the shift to the Subscription Economy that puts customers first by building recurring relationships instead of one-time product sales and focuses on sustainable growth. Through our leading expertise and multi-product suite, we are transforming all industries and working with the world’s most innovative companies to monetize new business models, nurture subscriber relationships and optimize their digital experiences.

 

We are seeking a dynamic professional to join Zuora in a remote capacity, preferably based in Boston, to collaborate with customers and prospects in evaluating and enhancing their quote-to-cash business processes. This role involves conducting on-site discovery workshops to assess current practices, developing a comprehensive maturity assessment framework, and delivering strategic recommendations for optimization, including the integration of Zuora’s technology solutions. 

 

Ideal candidates will have a background in finance-centric consulting with expertise in revenue recognition automation and a thorough understanding of the quote-to-cash cycle in software, media, and industries with recurring revenue and consumption pricing. Responsibilities include leading functional discovery sessions, crafting tailored solutions, and articulating how Zuora’s platform can drive business growth. A BA/BS in Accounting or Finance with working knowledge of accounting business processes and ASC 606 / IFRS 15 standards. Strong presentation skills and the ability to engage with stakeholders at all organizational levels are essential.

 

Focusing on critical prospects and customers, you will work with Go To Market and Product organizations to plan transformation strategy, lead pre-sales and customer workshops, best practice and education sessions, and advise our clients on how to build best-in-class Quote-to-Cash experiences. You’ll educate them on the unique value Zuora provides alongside their existing investments, guide them in mapping a phased evolution of their system architecture, and recommend how they fill gaps in their technology ecosystem. You’ll solve some of the most interesting business-critical challenges for high-profile clients transforming the way they do business.

 

WHAT YOU’LL DO & ACHIEVE:

 

  • Analyze and optimize the Quote to Cash cycle for prospects and customers to provide best practices on efficiency, accuracy, and operational satisfaction.
  • Work closely with Solution Consultants and Revenue Advisors to create a vision beyond our products, detailing client journeys, and documenting architectural roadmaps that clarify Zuora’s role in the client’s technology ecosystem.
  • Consult on operational processes with a deep understanding of customer needs and constraints, including conducting functional discovery sessions and process optimization 
  • Deliver presentations to a C-Level audience and articulate how Zuora’s platform will allow their business to succeed and grow
  • Challenge, recommend, and validate quote-to-revenue processes and data flows across the subscriber lifecycle
  • Identify gaps in current state architectures and help define future-state solutions with a roadmap aligned to client business priorities, goals, and objectives.
  • Educate technical teams on recurring quote-to-revenue architectural concepts and design patterns that take advantage of the value Zuora brings versus traditional order-to-revenue systems 
  • Build scale by educating internal Solution Consultants on architecture best practices and positioning within the wider opportunity base.

WHAT YOU’LL NEED TO BE SUCCESSFUL:

 

  • 5+ years of experience as a consultant focusing on quote-to-cash optimization.
  • Deep expertise in CRM, ERP, and other quote-to-cash solutions across pricing and packaging, deal desk, billing, payments, finance, and accounting domains
  • Fundamental understanding of key Order to Invoice organization structure to help deliver a quality process: Sales Desk, Deals Desk, Order Control/Release Desk.
  • Deep understanding of critical process policies and controls.
  • Exceptional skills in problem-solving and out-of-the-box thinking.
  • Strong written, verbal, and presentation communication and a proven track record influencing

senior finance audiences (CFOs, CAOs, controllers).

  • Self-starter and collaborator with a proven ability to lead through influence.
  • High energy, a willingness to be creative in formulating engagements with our clients, partners, and colleagues.
  • Charismatic with a creative challenger mindset and a strong ability to build trust and confidence.
  • Willingness to travel.

 

#ZEOLife at Zuora

As an industry pioneer, our work is constantly evolving and challenging us in new ways that require us to think differently, iterate often and learn constantly—it’s exciting. Our people, whom we refer to as “ZEOs” are empowered to take on a mindset of ownership and make a bigger impact here. Our teams collaborate deeply, exchange different ideas openly and together we’re making what’s next possible for our customers, community and the world. 

 

As part of our commitment to building an inclusive, high-performance culture where ZEOs feel inspired, connected and valued, we support ZEOs with:

  • Competitive compensation, variable bonus and performance reward opportunities, and retirement programs
  • Medical, dental and vision insurance
  • Generous, flexible time off 
  • Paid holidays, “wellness” days and company wide end of year break
  • 6 months fully paid parental leave 
  • Learning & Development stipend
  • Opportunities to volunteer and give back, including charitable donation match
  • Free resources and support for your mental wellbeing  

 

Specific benefits offerings may vary by country and can be viewed in more detail during your interview process.

 

Location & Work Arrangements

Organizations and teams at Zuora are empowered to design efficient and flexible ways of working, being intentional about scheduling, communication, and collaboration strategies that help us achieve our best results. In our dynamic, globally distributed company, this means balancing flexibility and responsibility — flexibility to live our lives to the fullest, and responsibility to each other, to our customers, and to our shareholders. For most roles, we offer the flexibility to work both remotely and at Zuora offices.

 

Our Commitment to an Inclusive Workplace

Think, be and do you! At Zuora, different perspectives, experiences and contributions matter. Everyone counts. Zuora is proud to be an Equal Opportunity Employer committed to creating an inclusive environment for all.

 

Zuora does not discriminate on the basis of, and considers individuals seeking employment with Zuora without regards to, race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics.

 

We encourage candidates from all backgrounds to apply. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us by sending an email to assistance(at)zuora.com.

The base pay details represent the annualized salary range for the posted position. While we share a comprehensive range, a candidate’s final base salary will fall within these guidelines and will be determined based on multiple factors including but not limited to: qualifications of the candidate, job related knowledge, prior related experience, specific and unique skills, the location of the role, internal equity and internal budget. Base pay is only one element of Zuora’s Total Rewards Package. Additional elements may also include bonus/variable compensation, equity and comprehensive benefits, more details found here.

Base Pay Details
$115,900$173,800 USD

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About The Company

15 years ago, Zuora was born out of a vision that we could evangelize a fundamentally new way of doing business by shifting the focus of companies to deliver recurring, people-centric services instead of a one-time sale of products. This is how we coined the term, the Subscription Economy®.


Today, we see others evangelizing this term, and building entire communities around it. The Subscription Economy isn’t (and never was) just about subscription business models but, direct, recurring relationships with customers through any business model. Subscriptions were only just scratching the surface and now, the market recognizes the Subscription Economy for what it truly is-a relationship-centric economy. Companies have realized that the path to growth going forward is to establish direct, digital relationships with their customers, and to nurture and monetize these relationships through an ever growing set of digital services.


Alongside this evolution, Zuora has been there every step of the way. We started with Zuora Billing, and have expanded our award-winning multi-product portfolio to include Zuora Revenue, Zuora Payments and Zuora Central Platform. More recently, we’ve added subscription experience platform Zephr to our family, further expanding our capabilities to serve as an intelligent hub that monetizes the complete quote to cash and revenue recognition process at scale. We call this Monetization.

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