Director, Order to Cash

At Optimizely, we’re on a mission to help people unlock their digital potential. We do that by reinventing how marketing and product teams work to create and optimize digital experiences across all channels. With Optimizely One, our industry-first operating system for marketers, we offer teams flexibility and choice to build their stack their way with our fully SaaS, fully decoupled, and highly composable solution.

We are proud to help more than 10,000 businesses, including H&M, PayPal, Zoom, and Toyota, enrich their customer lifetime value, increase revenue, and grow their brands. Our innovation and excellence have earned us numerous recognitions as a leader by industry analysts such as Gartner, Forrester, and IDC, reinforcing our role as a trailblazer in MarTech.

At our core, we believe work is about more than just numbers — it’s about the people. With over 1500 Optimizers spread across 12 global locations, our diverse team embodies the “One Optimizely” spirit, emphasizing collaboration and continuous improvement, while fostering a culture where every voice is heard and valued.

Introduction

The Director of Order to Cash is an analytical and process-driven leader responsible for overseeing all functions and workflow of the order process, including order review, billing, and collections. The role requires experience in high-growth SaaS environments and working closely with senior leadership in both the customer acquisition (sales) and customer retention (renewals) teams, accounting, customer success, and product teams. This is a leadership position reporting to the Senior Director, Commercial Finance.

Job Responsibilities

• Direct oversight and responsibility for order management, billing, and day-to-day collection activities, fostering a culture of accountability and excellence.
• Collaborate with GTM Operations, Sales Operations, Deal Desk, Sales, Customer Success, and Accounting to ensure orders are approved for processing and meet all compliance and processing requirements.
• A key member of the opportunity to cash team. Engage in transformation efforts by identifying enhancements, garnering support, aligning stakeholders, drafting requirements, and overseeing change management.
• Lead, nurture, and mentor a diverse team of 15+ direct and indirect staff.
• Manage the Order Management team processes to ensure accuracy of orders in NetSuite, and drive team for timely completion of month-end close activities.
• Oversee the preparation, issuance, and tracking of invoices to ensure accuracy, completeness, and timeliness.
• Assist the Sr. Accounts Receivable Manager in developing and executing collection strategies to minimize outstanding receivables.
• Oversee the monthly billing and AR close process to meet corporate accounting close timelines.
• Regularly publish insightful performance dashboards including volumes, accuracy, rework, and compliance.
• Build trusting relationships with sales, renewals, accounting, and IT business partners and engage key stakeholders in regular communication. Share insights on business trends, challenges, and opportunities for improvement.
• Lead process improvement and other system implementation projects related to the order to cash cycle.
• Work collaboratively with Data Services and FP&A to report monthly ARR results.

Knowledge and Experience

• Minimum 7 years of concentrated experience in order to cash process.
• Microsoft Office suite.
• NetSuite experience, experience with Zones Billing a plus.
• Salesforce experience.
• Strong executive presence with proven ability to manage cross-functional initiatives.
• Data-driven with proven success leveraging data and analytics to inform and shape policy and decisions.
• Exceptional written and verbal communication skills.
• Leadership capacity to resolve complex problems within a cross-functional environment.
• Ability to thrive in a fast-paced, customer-service-oriented collaborative team environment.
• Ability to work well independently, in a team environment, and with remote employees.
• Ability to coach and mentor team members.
• Strong sense of ownership and urgency.
• Extremely detail-oriented.
• Strong organization skills and ability to multi-task in a fast-paced environment.
• Follow outlined policies and procedures, make recommendations for and implement process changes.

Education

Bachelor’s degree or comparable industry experience, accounting experience desired

Competencies

• Adapting to Change
• Communicating Effectively
• Driving for Results
• Driving Projects to Completion
• Working with Financial Information

Optimizely is committed to a diverse and inclusive workplace. Optimizely is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

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