Revenue Manager

Base Pay $150,000.00 - $160,000.00 / Year Job Category Accounting Relocation Expense Covered No Employee Type FT Exempt Required Degree 4 Year Degree Manage Others No Contact information Name Recruitment Phone View phone number on click.appcast.io Email View email address on click.appcast.io Compensation Transparency Salary: $150,000-$160,000 + 10% Bonus Potential This is a remote eligible role with Pacific Standard Time zone Preferred. At Earned, we are committed to fair and transparent compensation. Base salary is market-driven and determined at the time of offer based on benchmarks such as role-specific market data, company stage, and factors such as internal equity, relevant experience, interview performance, location, and level. About Earned Earned is a category-defining, first-in-kind tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes. We bring together tax, accounting, wealth management, insurance, and legal services under one platform not as a generic one-stop shop, but to deliver better advice through an integrated view of a doctor’s full financial life. Our differentiation is relationship-led, trust-based selling paired with disciplined execution across the ecosystem. Earned manages $3.4B+ in assets, serves more than 20,000 clients , and is one of the fastest-growing doctor-focused platforms in the country. Backed by $200M of committed capital, we are scaling rapidly through acquisitions and organic growth across multiple service lines. We are building this platform from the ground up, leveraging modern technology, data, and AI to simplify the client experience and make it easier for advisors and sales teams to deliver high-quality advice at scale. Operating across multiple service lines, acquired entities, and client entry points requires a highly disciplined yet relationship-driven go-to-market model that can scale without losing trust. Join us as we build the future of financial services for doctors faster, smarter, and at scale. Job Summary We're hiring a Revenue Manager to own revenue accounting, billing integrity, commission and bonus management, and revenue reporting across our wealth management, tax, insurance and practice-services lines. You will be our ASC 606 expert and keep the quote-to-cash process accurate from Salesforce through NetSuite. You will also bring acquired firms onto our revenue and compensation processes and use AI and automation to scale the function as we grow. What Success Looks Like in Year One Booking tables maintained to be able to reconcile with NetSuite and Salesforce on AR, Unbilled AR, Deferred Revenue, and Revenue.\ Revenue close finished on a predictable timeline with clean reconciliations. Accurate, on-time commission and bonus payouts with few disputes, fully reconciled to revenue and payroll. Salesforce-to-NetSuite exceptions cut significantly through automation. A repeatable playbook for integrating the revenue and compensation plans of acquired firms. Reliable reporting on revenue per client and cross-service revenue. Commission and bonus management: Own calculation, accrual and payout of commissions and bonuses for advisors, sales and client-facing staff. Make sure payouts tie to recognized revenue and plan terms. Capitalize and amortize commission costs under ASC 340-40. Partner with HR, Payroll and Sales leadership on plan design, dispute resolution and reporting on compensation cost as a share of revenue. Month-end close: Run the monthly and quarterly revenue close, including journal entries, deferred and unbilled revenue schedules, reconciliations, and flux analysis with clear explanations of what drove each change. Systems and data integrity: Own data flow and integrity between Salesforce, NetSuite and connected billing and custodial platforms. Build exception reports and dashboards that flag mismatches before close . Billing oversight: Oversee fee calculation and invoicing accuracy, including advisory fee billing reviews, discounts and fee schedules, and collections reporting. Integrating acquisitions: Lead the revenue workstream for acquisitions. This covers diligence on target revenue quality, harmonizing revenue policies and compensation plans, and moving acquired client books, billing and payout structures into Salesforce and NetSuite. Cross-sell reporting: Report on revenue per client and cross-service revenue so leadership can track how clients expand across wealth, tax and practice services. AI and automation: Find and deploy AI tools and automation for contract review, reconciliations, commission calculations, variance commentary, forecasting and reporting. Keep human review and audit trails in place. Controls and audit: Design and document revenue and commission controls. Serve as the main contact for external auditors on revenue and support regulatory exams. Cross-functional partnership: Advise Sales, Advisors, Client Service, Legal, Compliance and FP&A on the revenue and systems impact of new offerings, pricing and deal terms before launch. Key Requirements Bachelor's degree in accounting or finance . CPA preferred. 5+ years of progressive revenue accounting or revenue operations experience in SaaS, professional or consulting services, or financial services. Expert-level ASC 606 knowledge: Proven ability to apply the five-step model to complex, multi-element arrangements. Experience writing technical accounting memos and defending positions with external auditors. Commission and bonus experience: 3+ years managing commission and bonus programs, including building calculation models, booking accruals, reconciling to payroll and applying ASC 340-40 to capitalized contract costs. AI and automation: Hands-on use of AI tools (for example Claude, ChatGPT or Copilot) and automation or integration platforms (for example Boomi or Celigo ,) to improve finance workflows. Advanced Excel and data skills. Experience building scalable close processes and internal controls in a fast-growing company. Preferred Requirements Based in Pacific Standard Time zone Experience at an RIA, wealth management firm, tax or accounting practice, or other fee-based financial services business. Familiarity with advisory fee billing, custodial data, or wealth platforms Experience with advisor compensation models, such as revenue-share, AUM-based payouts or production bonuses. Experience integrating acquired firms in a roll-up or PE-backed environment. Understanding of insurance commission revenue and multi-entity or affiliate accounting. Working knowledge of data privacy rules for client financial and health information, such as GLBA/Reg S-P and HIPAA, and comfort working within related controls. Interest in serving healthcare professionals and in a startup-style, high-growth culture. Employer-sponsored health insurance (medical, dental, vision) 401k + 5% match Earned is committed to offering equal employment opportunity in all employment practices and employment decisions are based on an individual’s job qualifications and abilities. Earned prohibits discrimination based on race, creed, color, religion, national origin, ancestry, sex, gender (including gender identity, gender expression and being transgender), sexual orientation, marital status, registered domestic partner status, citizenship status, age, military and veteran status, medical condition, genetic information, political affiliation, disability, medical condition, or any other basis protected by federal, state, or local law or ordinance or regulation. Earned also prohibits discrimination based on the perception that anyone has any of these characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful. Applicants must be authorized to work in the United States and able to provide proof of work authorization within three days of start date. We are unable to sponsor or take over sponsorship of employment visas at this time. #J-18808-Ljbffr