About this Opportunity:
As a VP, Revenue Operations, you will lead and scale the revenue recognition and billing function. This leader will be responsible for end-to-end billing operations, including internal revenue recognition and reporting, and overseeing billing services provided to our wealth management clients. Reporting directly to the CFO, the VP, Revenue Operations will be a key leader in ensuring billing accuracy, transparency, and scalability as the firm grows and diversifies its offerings. This role will lead a global, cross-functional billing and revenue team, requiring proven experience managing remote teams across multiple time zones and cultures. The ideal candidate will balance strategic leadership with operational excellence, driving performance, standardization, and compliance at scale. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

For External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Lehi; UT.

For Internal Candidates:
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

In this role, you’ll get to:

Build, lead, and develop a high-performing global billing organization, including regional teams supporting internal revenue and external client billing functions
Create a culture of accountability and continuous improvement across geographies, ensuring consistent execution and communication
Oversee the company’s billing operations and revenue reporting processes across all product lines
Ensure timely, accurate, and compliant invoicing and revenue recognition in coordination with finance, legal, and commercial teams
Lead the client billing function for wealth management customers, ensuring seamless execution and high client satisfaction
Partner with service and operations teams to address billing nuances and client-specific needs
Drive automation and system integration across platforms (e.g., Workday, Salesforce), ensuring data integrity and process efficiency
Standardize and scale billing processes while allowing flexibility for regulatory and client-specific requirements
Ensure billing operations adhere to internal controls, accounting standards (ASC 606), and local compliance regulations
Maintain audit readiness across all jurisdictions

We’re looking for talent who:

Has proven experience managing distributed teams across multiple countries or time zones, with strong cross-cultural communication skills
Possesses deep expertise in revenue recognition (ASC 606), billing systems, and financial controls
Has experience in SaaS, fintech, or wealth industry environments preferably
Has strong leadership and organizational skills with a proven ability to scale operations
Has exceptional analytical and problem-solving skills, with a strong focus on data-driven decision-making
Has excellent communication and interpersonal skills, with the ability to work effectively with stakeholders at all levels
Deals with ambiguity and navigates uncertain situations to drive for clarity
Has a minimum of a bachelor’s degree in Finance, Accounting, Business, or a related field; CPA or MBA preferably
Has a minimum of 10 years of experience
Obtains Orion Industry Certification
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

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Salary Range:

$140,935.00 - $226,905.00

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.

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VP, Revenue Operations