Director, Global Process Owner - Order to Cash

About the role

Responsibilities

• You'll be the architect. Own the entire Order-to-Cash process from quote to cash collection and design the operating model that carries Sonar through its next phase of growth. No one has done this here before — you're building the blueprint.
• Diagnose where things break today, trace issues to their root cause, and design a future-state model with crystal-clear roles, handoffs, and SLAs that the entire organization can rally around.
• Create the OTC process narrative, SOPs, and process maps that become the institutional standard — your fingerprints will be on how this company operates for years to come.
• Lead the charge on eliminating manual work. Partner with Business Technology to unlock automation across the OTC cycle — turning spreadsheets and workarounds into scalable, system-driven workflows.
• Be the Finance voice in how NetSuite, Salesforce CPQ, Aptitude RevStream, and Stripe work together. You'll shape how these platforms are configured and integrated to move faster and with fewer errors.
• Champion the transition to automated cash application, invoice generation, and reconciliation — replacing firefighting with engineering.
• Be the person the business calls before they launch. Design OTC processes for new products, sales channels, and go-to-market motions so Finance is an accelerator, not a bottleneck.
• Build scalable billing, invoicing, and settlement workflows for emerging revenue streams — partner referral payments, marketplace transactions, channel reseller programs — before they become urgent.
• Partner with Product, Sales, and Partnerships teams early in the lifecycle to assess financial process implications, define system requirements, and make sure new offerings are operationally buttoned up from day one.
• Design and implement a SOX-ready internal control framework over the OTC process that doesn't just check boxes — it builds confidence with auditors, leadership, and future investors.
• Define the KPIs that matter (DSO, billing error rates, invoice cycle time, cash application match rates) and build the dashboards and reporting cadence to hold the process accountable.
• Be the person external auditors want in the room for OTC walkthroughs and testing — because you built the controls and you know them cold.
• Sit at the intersection of Sales Ops, Deal Desk, Billing Ops, Revenue Accounting, Treasury, and BizTech. You'll be the connective tissue that turns six separate teams into one cohesive revenue machine.
• Stand up and lead an OTC steering committee — set the priorities, manage the dependencies, and drive real accountability across functions.
• Work hand-in-hand with Deal Desk and Revenue Ops to make sure deal structures, quoting workflows, and HERO approval processes translate cleanly into downstream billing and revenue recognition — no surprises at month-end.
• Own a structured continuous improvement engine. Build and maintain an issue log, run root-cause analysis, deploy fixes, and track results — think Pareto charts, not finger-pointing.
• Get upstream of problems. Proactively identify quote and deal-related issues before they cascade into revenue, ARR, or collections impacts at month-end.
• Stay curious about what's next. Evaluate emerging technologies, tools, and best practices to keep Sonar's OTC process at the leading edge of what a high-growth SaaS company should look like.

Benefits

• Flexible comprehensive employee benefit package.
• We encourage usage of our robust time-off allocations. You will receive 25 days of PTO per calendar year (on a pro-rated basis depending on your employment start date), with additional time provided for sickness, life events and holidays.
• We offer an exciting 401(k) plan that has a 4% match, fully vested on day one of participation.
• Fully paid parking in the heart of downtown Austin, Texas.
• Global workforce with employees in 20+ countries representing 35+ unique nationalities.
• We have an annual kick-off somewhere in the world where we meet to build relationships and goals for the company.
• Monthly catered events, and team events
• 401(k)
• PTO