Billing System Platform Lead

Technical Skills

Deep, hands-on expertise in configuring and administering Zuora Billing — including product catalogue setup, rate plans, charge models, subscription management, invoice settlement, workflows, data loader, data queries and payment gateway management

Strong hands-on experience working with Zuora CPQ, including pricing logic, quoting workflows, and subscription amendment processes

Solid understanding of the order-to-invoice (O2I) process in a subscription-based Software as a Service (SaaS) business

Experience managing and troubleshooting Zuora integrations with Salesforce CRM and downstream Enterprise Resource Planning (ERP) or financial systems

Able to translate business requirements into functional system configurations and scalable solution designs

Strong data skills — able to interrogate and validate data across integrated systems to diagnose billing issues and verify accuracy

Zuora Billing certification highly regarded

Behavioural Skills

Comfortable operating as the internal expert on Zuora Billing and CPQ, takes ownership, moves decisively, and doesn’t wait to be directed

Strong cross-functional communicator who can fluently bridge technical and non-technical conversations across Finance, RevOps, Sales, and Engineering, influencing stakeholders without formal authority

Solution-oriented by default — shows up to conversations with options and recommendations, not just problem statements

Thrives in ambiguity and can inherit a recently implemented system, make it their own, and drive improvements without an existing playbook to follow

Holds high standards for accuracy and data integrity — understands that billing errors have direct financial and customer impact

Driven to improve — proactively identifies inefficiencies and moves to resolve them rather than working around them

Able to work well with cross-functional stakeholders in high-pressure situations

AI Skills

Actively uses AI tools (such as Claude or Microsoft Copilot) to accelerate documentation, root cause analysis, drafting functional specifications, and researching Zuora platform capabilities and updates

Able to evaluate AI-generated solution options for billing configurations and validate them against business logic and system constraints

Uses AI as a continuous learning and research tool to stay ahead of platform changes and billing industry best practices

Can demonstrate how AI tools, Model Context Protocols (MCPs), and native AI capability within Zuora can be used to shift how work is currently executed

Zuora Billing and CPQ configuration are stable and well-documented within the first 90 days — Finance and RevOps can rely on the platform with confidence

A clear backlog of billing system improvements has been established and is actively being worked on, with at least two material improvements delivered within 6 weeks that measurably reduce manual effort or improve billing accuracy

Finance, RevOps, and Sales teams have a clear, efficient process for raising billing system issues and requests, with resolution times noticeably shorter than at go-live

Zuora integrations with Salesforce CRM and downstream financial systems are reliable, with data quality issues proactively identified and resolved before they impact order-to-invoice accuracy

The Sales team can point to at least one Zuora improvement that has reduced quoting friction or shortened deal cycle times in the first 4 weeks

GTM Systems Manager (direct manager)

Revenue Recognition and Revenue Accounting team — handoff point for Revenue Recognition and ARR reporting

Revenue Operations (RevOps) team

Sales and Deal Desk

Engineering — integration ownership and technical delivery

External: payment gateway partners and tax service providers (e.g., Avalara)