Billing Specialist

Title - Billing Operations Lead

Reports To - Brock Beyer (Controller)

Location - Draper, UT preferred, Remote ok

About the Role

We’re looking for a Billing Specialist to help power Jump’s next stage of growth by keeping our revenue operations running smoothly, accurately, and efficiently. You’ll play a key role in managing the full billing lifecycle—from invoice creation and payment tracking to reconciliation and reporting—ensuring every customer interaction reflects Jump’s commitment to clarity and trust.

You’ll partner closely with our Finance, Customer Success, and Revenue Operations teams to maintain the integrity of our billing systems, improve our processes, and support a best-in-class experience for both customers and internal teams.

• Billing Operations & Accuracy – Own the day-to-day billing process, ensuring invoices are issued correctly and on time. Track payments, manage collections, and reconcile accounts with precision and attention to detail.

• System Management & Process Improvement – Maintain and optimize billing tools, data flows, and integrations. Identify opportunities to automate and streamline recurring workflows—reducing manual effort and improving accuracy.

• Cross-Functional Collaboration – Work with Customer Success and Revenue Operations to support renewals, credits, and adjustments. Provide visibility into billing data that helps teams make better, faster decisions.

• Compliance & Reporting – Support financial reporting and month-end close activities by ensuring all transactions are recorded accurately. Uphold compliance with internal policies and external requirements.

• Build an Exceptional Company – Contribute to making Jump an exceptional place to work—where operational excellence underpins everything we do, and where every process reflects our values of transparency, accountability, and care for our customers.

About You

• 3–5 years of experience in billing, revenue operations, or accounting—ideally in a high-growth SaaS environment

• You’re detail-obsessed and operationally minded—you notice when numbers don’t add up and love making processes cleaner, faster, and more reliable

• You thrive in fast-moving, unstructured environments and can bring order to ambiguity without adding unnecessary bureaucracy

• You’re tech-savvy and comfortable working across modern finance and billing tools (Stripe, Rillet, Salesforce, etc.)—and excited to help improve them as we scale

• You care deeply about accuracy, customer trust, and building systems that make everyone’s work easier

• You want to be part of an early-stage AI company that’s modernizing how financial advisors and financial services firms operate

• You are compelled by Jump’s mission, customers, and people

• You embody Jump’s values of Velocity, Show Up, World Class, Direct/Kind/No Drama, and Day 1

What You’ve Done

• Owned and Scaled Billing Operations in SaaS – You’ve managed end-to-end billing processes in a high-growth SaaS or tech environment—owning invoicing, collections, reconciliation, and reporting with accuracy and speed.

• Implemented and Improved Billing Systems & Processes – You’ve worked with modern billing and finance tools (e.g., Stripe, Rillet, Salesforce) and helped refine or implement workflows that improved accuracy, automation, and scalability.

• Ensured Financial Accuracy & Compliance – You’ve maintained clean, audit-ready records and supported monthly closes, revenue recognition, and compliance with financial policies and controls.

• Partnered Cross-Functionally to Drive Clarity – You’ve worked closely with Finance, RevOps, and Customer Success teams to ensure billing aligns with contracts, renewals, and customer satisfaction—communicating clearly and proactively.

• Delivered at Startup Velocity – You’ve thrived in a fast-paced, dynamic environment—balancing precision with speed, and continuously improving systems as the company scales.

• Raised the Bar for Operational Excellence – You take pride in building processes that are efficient, transparent, and trusted—earning a reputation as someone who keeps things running seamlessly behind the scenes.

About Jump

Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Jump’s primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. Jump’s product is expanding to include many other advisor workflows, as well as into other finserv verticals.

Jump leads its category in market share, customer satisfaction, and analyst rankings, and has grown rapidly. Jump customers include leading independent broker dealers such as LPL, Osaic, Raymond James, and Cetera, and leading RIAs including Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners, and more.

Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney.

Jump is a Series A company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi.

Jump’s team values are High Velocity, World Class, and Direct + Kind + No Drama.

Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere.

Compensation

• $40K-75K

• Equity

• Medical, dental, vision benefits

• 401k available