Billing & Revenue Manager
- Remote, United States
- Lead
- Posted 3 days ago
or apply from Claude / ChatGPT / Muse
Lead a billing and revenue team of eight at a growing wealth management firm, overseeing daily operations and merger integrations.
About the role
Billing and revenue management for a firm expanding through mergers. The role combines team leadership, process improvement, and hands-on work with billing systems and conversions.
At a glance
- Pay
- Not stated in the posting
- Remote scope
- Remote, United States
- Seniority
- Lead
- Skills
- Orion billing platform, Revenue management, Billing, Project management
- Posted
- 27 Oct 2026
- Last checked
- 30 Oct 2026
What you will do
- Oversee daily billing and revenue activities, ensuring accuracy, timeliness, and internal controls.
- Lead billing workstream for mergers, from due diligence to integration and platform conversion.
- Manage, coach, and develop a team of eight professionals, including performance management.
- Resolve complex billing issues and escalations in a timely manner.
- Partner with Finance, Technology, and business teams on initiatives impacting billing.
What they look for
- 7+ years in billing, revenue management, or related finance, with 3+ years managing people.
- Experience in wealth management, investment management, or complex financial services.
- Hands-on Orion billing platform experience, including fee schedule configuration and quarterly bills.
- Track record supporting mergers, conversions, or system implementations.
How Keywordise applies for you
Alex Demo
[email protected]
From your CV
Yes, fully remote
- Sent
- 09:41
- Attached
- Your tailored CV
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- 3The form fills itselfName, email, experience and screening questions, field by field.
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Connect Keywordise to your assistant once, then send it the prompt. It applies for you.
Claude
- In Claude, open Settings, then Connectors, and choose Add custom connector.
- Name it Keywordise and paste the connector URL.
- Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
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- In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
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- Log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
Muse
- Open Muse (muse.ai or the app) and send it the message below.
- If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
- Send the prompt. Muse asks before it sends anything.
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.Muse is available in the US only for now.
Apply to Keywordise job cxzmim3htxQuestions about this job
Can I do this job remotely, and from which countries?
Yes, it is listed as remote, aimed at candidates in the United States.
What does this job pay?
No pay range is stated in the posting.
What experience is needed?
It is a lead role. The posting asks for: 7+ years in billing, revenue management, or related finance, with 3+ years managing people; experience in wealth management, investment management, or complex financial services; hands-on Orion billing platform experience, including fee schedule configuration and quarterly bills. Skills it names include Orion billing platform, Revenue management, Billing, Project management.
How do I apply with Keywordise AI?
Select Apply with Keywordise AI, sign up and upload your CV. Keywordise writes a CV and a cover letter for this job from your real experience and applies for you. The 7-day free trial needs no card.
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