Billing & Revenue Operations Lead - LATAM

About Us

The Otte Polo Group is a U.S.-based portfolio of service companies operating across technical support, customer experience, and third-party logistics. Our brands include Geeks on Site, Responsive Answering Service, and Phase V Fulfillment.

Our teams operate across the United States and globally, leveraging a distributed workforce to combine people, process, and technology to deliver scalable, high-quality solutions.

Job Overview

We are seeking a highly organized, analytical, and detail-oriented Billing & Revenue Operations Lead to oversee and continuously improve our billing and revenue operations.

This is a hands-on leadership role that combines direct team management with active involvement in billing operations, complex reconciliations, issue resolution, and continuous process improvement. The ideal candidate is comfortable both leading a team and independently executing critical billing activities when needed.

Beyond managing daily billing activities, this position will play a key role in strengthening internal controls, ensuring revenue accuracy and completeness, preventing revenue leakage, and driving process improvements and automation initiatives.

Key Responsibilities

1. Billing Operations & Revenue Accuracy

• Oversee end-to-end billing operations, ensuring accurate, complete, and timely invoicing.
• Maintain hands-on involvement in billing activities, including complex reconciliations, discrepancy resolution, and critical billing tasks as needed.
• Establish and maintain billing controls, procedures, and quality standards.

2. Revenue Assurance & Financial Controls

• Identify and prevent revenue leakage, unbilled services, pricing errors, and other billing discrepancies.
• Perform regular reconciliations between operational systems, billing platforms, and accounting records.
• Collaborate with Accounting to support accurate revenue reporting and month-end closing activities.

3. Team Leadership & Performance

• Lead and supervise the Billing team, ensuring effective workload distribution, accountability, and timely execution.
• Establish clear performance expectations, monitor KPIs, and provide ongoing coaching, training, and feedback.
• Evaluate team productivity, workload distribution, and resource utilization to identify opportunities for greater operational efficiency.
• Serve as the primary escalation point for complex billing issues, promoting a culture of accuracy, ownership, and continuous improvement.

4. Process Improvement & Automation

• Identify and implement opportunities to streamline billing workflows, reduce manual work, and improve operational efficiency.
• Lead billing automation initiatives, system enhancements, and integration projects.
• Develop and maintain standardized procedures (SOPs), internal controls, and scalable billing processes.

5. Reporting & Cross-Functional Collaboration

• Monitor billing performance, revenue trends, discrepancies, and operational KPIs, providing actionable insights to Finance management.
• Collaborate with Operations, Sales, Accounting, and Collections to resolve billing issues and ensure accurate revenue capture.
• Support customer billing dispute resolution and ensure timely communication across departments.

• Bachelor's degree in Accounting, Finance or a related field.
• 3–5+ years of experience in billing, revenue operations, accounting, or related financial operations.
• Previous experience supervising a team or leading billing operations.
• Demonstrated ability to combine hands-on billing expertise with team leadership, including independently resolving complex billing issues and performing reconciliations.
• Strong understanding of billing processes, revenue controls, reconciliations, and financial operations.
• Advanced Excel or Google Sheets skills, including pivot tables, lookups, and data analysis.
• Experience working with accounting, ERP, or billing platforms.
• Strong analytical skills and the ability to identify discrepancies across large volumes of transactions. Excellent organizational skills and attention to detail.
• Strong written and verbal communication skills in English.
• Ability to work independently, take ownership of processes, and collaborate across departments.

Preferred Qualifications

• Experience with U.S.-based companies and remote, cross-functional teams.
• Experience with recurring, subscription-based, usage-based, or high-volume transactional billing.
• Familiarity with QuickBooks Online, Zoho Books, or similar accounting and billing platforms.
• Previous involvement in billing automation, system integrations, or process improvement projects.
• Experience developing SOPs, internal controls, and operational KPIs.