Director of Revenue Assurance

We are Sourcepass, an IT consulting company (MSP) with a rich history of providing network support and innovative solutions since 2001. Our expertise spans IT services, cloud computing, and security, that tailor the right technologies to specific industries and business strategies. Sourcepass aims to be different. It is owned and operated by technology, security, and managed services experts who are passionate about delivering an IT experience that clients love.

Sourcepass has acquired and continues to acquire companies across all avenues of technology bringing more than 40 years of expertise to all of our service areas.

Today, Sourcepass comprises over six hundred employees serving more than two thousand clients across twenty unique vertical markets. And the best is yet to be.

Our achievements speak for themselves: named to the Inc. 2022 Best in Business list, honored with two 2023 Stevie® Awards, listed on CRN’s 2023 Solution Provider 500, and recognized in Gartner’s 2024 Magic Quadrant™. Most recently, we were awarded PAX8's 2024 Partner of the Year and designated as Microsoft CoPilot MVP. We take pride in these accolades and continue to push boundaries in the IT consulting industry.

Join us and be part of our journey toward even greater accomplishments.

POSITION SUMMARY

The primary goal of the Director of Revenue Assurance will be to ensure the business generates accurate invoices in accordance with customer agreements in a manner that would prevent or minimize revenue leakage from the time the order is placed through to when payment is made.   

The Director of Revenue Assurance will oversee the billing team and be responsible for ensuring revenue is complete and accurate and billed in a timely and efficient manner. To support the company’s rapid growth, the Director of Revenue Assurance will be responsible for identifying opportunities to improve scalability, to automate and streamline operations, and identify gaps, and foster collaboration and continuity across all departments within the company to implement necessary changes.   

The Director of Revenue Assurance will oversee the revenue management of the ‘Connectwise Manage’ professional services automation (PSA) system. This includes handling all moves, additions, and changes within the application, ensuring scalability, logical consistency, and alignment across various departments within the organization. A deep understanding and advanced background as a Connectwise Manage Administrator is preferred. 

To excel in this role, you will need strong communication skills, meticulous attention to detail, the capacity to delegate tasks effectively, the ability to motivate and train a team and adeptness in managing multi-departmental tasks in a fast-paced environment.

The salary for this position is $125,000+ (negotiable based on experience).

RESPONSIBILITIES

• Train and mentor the billing team, providing ongoing support and professional development 
• Establish KPI’s for the billing team and monitor performance 
• Oversee customer agreements setup and maintenance for recurring revenues in Connectwise Manage
• Develop and implement policies, initiatives and tactics to optimize agreement management and billing processes
• Develop documentation, including business work flows, process narratives and procedure walkthroughs
• Oversee the monthly true up process and develop strategies to automate and optimize for efficiency
• Review Professional Services Projects to ensure alignment with SOWs and accurate billing structure
• Implement formalized review procedures and controls to ensure completeness and accuracy of billing
• Act as Escalation Point for Billing Team, Client Strategy and professional services for billing inquiries, disputes, and credit memos
• Carry out revenue assurance audits across the revenue cycle
• Evaluate the revenue cycle from the time of order through to when the payment is received to identify opportunities to prevent or mitigate revenue loss and mitigate financial risk
• Maintain data integrity within Connectwise Manage
• Connectwise Manage database management and data analysis
• Collaborate with all departments to develop/improve/automate internal processes, and ensure scalability and cohesiveness among cross functional teams 
• M & A Integrations – Review acquisition data and PSA platform and plan to have it integrated into Connectwise Manage.  
• Solid understanding of sales tax requirements
• Preparing annual assessments for staff
• Support year-end audit process, and requests for other non-recurring audits
• Maintain knowledge of applicable laws, regulations, and compliance standards
• Meet deadlines communicated by management
• Special projects and ad hoc reporting, as requested 

DESIRED SKILLSET/EXPERIENCE

• Bachelor's Degree preferred
• Minimum 3-5 years of experience working for a Managed Service Provider
• Minimum 3-5 years of Admin experience with ConnectWise Manage PSA 
• Minimum 3-5 years of experience in Billing / Revenue Assurance management role
• Prior M&A integration experience
• Intermediate to Proficient Excel skills required
• Microsoft Office experience required
• NetSuite experience a plus
• Strong verbal and written communication and interpersonal skills required
• Demonstrated ability to prioritize work and manage multiple projects concurrently
• Maintain strict confidentiality of sensitive client and company information
• Ability to work independently
• Must be flexible and available to work hours outside of regular business hours based on department needs 

Sourcepass participates in the E-Verify program. As required by federal law, employees must complete an Employment Eligibility Verification (Form I-9) upon hire. Through the E-Verify program, Sourcepass will verify the identity and employment eligibility of all individuals hired to work in the United States