Job Summary
This is a transformation-focused role responsible for evaluating and reshaping billing processes, systems, and team structure. The role includes organizational redesign, automation, and potential centralization of billing operations and is not a steady-state management position.
The Director of Billing will lead the strategy, execution, and continuous improvement of billing operations for national accounts, ensuring accurate, timely, and scalable invoicing across three legal entities. This role will transform and scale the billing function to support growth from approximately $500M to $1B in annual revenue over the next three years.
The Director will design and implement standardized processes, optimize systems within an Oracle-based environment, and build a high-performing organization. Success requires strong leadership in change management, process transformation, and cross-functional collaboration, particularly during the initial 12–18 months of significant operational evolution.
Candidates must have prior experience building or transforming a billing or order-to-cash function. This role requires a leader who can quickly diagnose issues, make data-driven decisions, challenge the status quo and execute with urgency.
Duties and Responsibilities
- Define and execute the long-term billing strategy, including systems architecture, process standardization, and organizational design to support rapid growth across three legal entities (including Canada operations).
- Rapidly assess current-state processes, systems, and team capabilities to identify gaps, risks, and opportunities, and develop a prioritized transformation roadmap.
- Lead the transformation of billing operations across multiple billing models, including Time & Materials (T&M), contract, preventative maintenance, progress billing and internal cost allocations.
- Identify and implement process improvements and automation opportunities to streamline billing workflows, reduce manual effort, and improve scalability.
- Drive standardization of billing processes across locations and entities, enabling consistency, efficiency, and centralized operations.
- Develop and implement reporting and dashboard capabilities (e.g., Excel, Power BI) to provide visibility into billing performance and enable data-driven decision-making.
- Partner with Technology and external vendors to support system implementations, integrations, and enhancements across ERP, billing platforms, and third-party tools.
- Evaluate and optimize billing tools and systems, including defining system strategy and ownership across ERP (Oracle), billing engines, and third-party platforms, ensuring alignment with business needs and future scalability.
- Establish and maintain strong billing controls to ensure accuracy, completeness, and audit readiness, including alignment with revenue recognition and documentation standards.
- Own and monitor key performance indicators, including days to invoice, days to submit invoices, invoice volume, billing accuracy, dispute resolution turnaround, and revenue leakage reduction, with a focus on improving downstream accounts receivable performance and cash collection outcomes.
- Identify and reduce unbilled or underbilled labor (“lost labor revenue”) through process improvements, system enhancements, and operational alignment.
- Partner cross-functionally with Finance (including Accounts Receivable), Sales, Legal, Operations, and Account Management to ensure billing processes align with contract terms, pricing structures, and service delivery validation.
- Partner with leadership on pricing strategy and analysis to ensure billability, margin protection, and operational feasibility.
- Build, scale, and optimize a high-performing billing organization, including hiring, structuring, and developing talent; lead a multi-layered team structure and evaluate capabilities and organizational design to support centralization, automation, and scalability.
- Lead change management efforts related to process, system, and organizational transformation, ensuring successful adoption across the business.
- Lead the design and implementation of scalable billing processes with a focus on lean principles and reduction of order-to-cash cycle time.
Internal Interactions
- Collaborate cross-functionally with Finance, Sales, Legal, Operations, Account Management, and other key stakeholders to ensure alignment on financial objectives, performance metrics, and billing outcomes.
- Lead, develop, and retain a high-performing team by providing ongoing coaching, structured performance management, and clear goal alignment; conduct regular performance and development reviews to support employee growth and organizational success.
- Partner closely with executive leadership, Finance, Operations, and Technology teams to define and execute the future-state vision for the billing function, including process, systems, and organizational design.
- Collaborate with IT and product teams to translate business requirements into scalable system solutions, ensuring seamless integration across ERP, operational platforms, and third-party tools.
- Assess current team capabilities, organizational structure, and skill gaps; make recommendations on talent strategy, including restructuring, upskilling, centralization, and potential offshore leverage.
- Lead cross-functional alignment to drive adoption of new processes, technologies, and workflows, ensuring successful change management across the organization.
Skills, Education, and Competencies
- Bachelor’s degree required. MBA preferred.
- Demonstrated experience leading transformation initiatives, including process redesign, automation, and scaling of billing or order-to-cash functions.
- Strong process design and continuous improvement expertise, with experience applying lean principles or similar methodologies to drive efficiency and standardization.
- Deep systems acumen, with experience working within ERP environments (Oracle preferred) and integrating with operational platforms, billing engines, and third-party systems.
- Proven ability to translate business requirements into system and process solutions in partnership with IT and implementation partners.
- Strong analytical and data skills, including intermediate to advanced proficiency in Excel and experience with reporting and visualization tools (e.g., Power BI) to drive insights and decision-making.
- Experience evaluating tools and systems, identifying gaps, and leading system implementations or enhancements to support automation and scalability.
- Demonstrated ability to assess team capabilities, identify skill gaps, and lead organizational design decisions, including restructuring, centralization, and/or offshore strategy.
- Strong business and financial acumen, with an understanding of billing’s impact on revenue recognition, cash flow, and operational performance.
- Executive-level communication skills, with the ability to present complex concepts clearly and influence cross-functional stakeholders, including Finance, Sales, Legal, Operations, and Account Management.
- Proven leadership in change management, with the ability to drive adoption of new processes, systems, and organizational structures in a dynamic environment.
- High level of integrity, sound judgment, and accountability, with the ability to navigate complex or ambiguous situations.
- Ability to operate effectively in a fast-paced, evolving environment while balancing strategic leadership with hands-on execution.
- Commitment to maintaining a safe work environment and promoting safety awareness across the team and in customer interactions.
Physical Requirements and Working Conditions
Work is performed in a normal office environment or during customer and job-site visits.
- Specific vision abilities required by this job include close vision requirements due to computer work.
- Light to moderate lifting may be required.
EEO Statement
Climate Pros is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
In alignment with Climate Pros’ values and applicable laws, we are committed to promoting pay transparency and equity. Compensation within the stated range will vary based on the candidate’s job-related knowledge, skills, and experience. Final offers will be tailored to the individual’s qualifications and potential contribution.
