Senior Billing & Revenue Specialist

Senior Sales Director, HoldCo & Agency Sales (NYC / CHI)

About Surfside

Surfside is the advertising operating system built for the retail majority, powering retail media and closed-loop measurement across more than 10,000 independent, regional, and specialty retailers. By aggregating fragmented retail supply into a single, addressable network and unifying first-party data, audience creation, media activation, and measurement into one platform, Surfside enables brands and retailers to reach verified shoppers and measure performance based on real outcomes.

Surfside sits at the intersection of advertising, commerce, and data. We help brands and their agency partners reach consumers across digital and physical retail environments and connect media investment to measurable, transaction-linked consumer action.

About the Role:

Reporting to the Controller, you’ll own Surfside’s campaign-based billing from signed insertion order to issued invoice. Because we bill on campaign delivery, accuracy depends on contract terms, budget changes, and delivery data matching across our CRM, billing platform, and ERP. You’ll be the person who makes sure they do.

This is a hands-on role with real ownership. You’ll run the billing cycle each month, reconcile across systems, serve as the go-to contact for customer billing questions, and turn billing into a clean, dependable input to the close. As we scale, you’ll strengthen the controls and procedures so the process runs predictably and doesn’t depend on any one person.

Main Responsibilities

• Own the full billing cycle in our billing platform (Ordway). This covers customer and contract setup, and campaign-based invoicing; ensuring invoices are accurate, complete, and issued on time
• Reconcile & maintain billing data across Surfside’s systems and against internal dashboards, proactively identifying and resolving discrepancies in campaign delivery, billing, and revenue data.
• Serve as the primary contact for customer billing inquiries, clearly explaining invoice details and resolving questions in partnership with Sales and Customer Success
• Review and interpret insertion orders and campaign delivery data to validate billable amounts, track budget changes, and process adjustments or true-ups
• Support any ad-hoc accounting requests
• Strengthen billing processes and controls to improve data accuracy, streamline reconciliations, and support the monthly financial close as we continue to scale
• Produce monthly reporting on billings, revenue, ARR or recurring revenue, DSO, and AR aging
• Write and maintain billing procedures and close checklists so the process doesn't depend on one person

What you bring

• 3–5 years of experience in billing, revenue accounting, or general accounting, ideally at a media, B2B SaaS, or tech company
• Bachelor's degree in Accounting, Finance, or a related field
• Hands-on experience with a subscription or usage-based billing platform, such as Ordway, Maxio,Sequence, Chargebee, Zuora, or Stripe Billing
• Month-end close experience in QuickBooks Online, NetSuite, or a similar general ledger
• Working knowledge of ASC 606 and accrual accounting, including deferred and unbilled revenue
• Strong Excel or Google Sheets skills: lookups, pivot tables, and reconciliations across large datasets
• High attention to detail and clear written communication with customers and internal teams
• Comfort working independently in a remote, fast-moving startup where processes are still being built

Nice to have:

• Direct experience with Ordway
• CPA license, or progress toward one
• AdTech, retail media, or digital media experience. That includes insertion-order billing, reconciling delivered impressions against third-party ad server data, agency billing terms, or gross vs. net revenue (principal vs. agent) judgments
• Experience with interconnected CRMs (e.g., Salesforce/Hubspot) to billing and accounting systems
• Experience at an early-stage company building finance processes from scratch.

What We Offer

• Competitive compensation package with performance-based incentives.
• Comprehensive benefits, including health, dental, vision, and 401(k).
• A dynamic, supportive, and innovative work environment.
• Flexible PTO.
• Monthly wellness stipend.
• Opportunity to shape Surfside's HoldCo and agency strategy and establish the company as a differentiated partner in the evolving commerce media landscape.

Equal Opportunity Statement

Surfside is an Equal Opportunity Employer and recognizes that a diverse workforce is crucial to our success as a business. We encourage and welcome you to apply irrespective of age, gender identity, race, religion, sexual orientation, color, pregnancy, family responsibilities, national and social origin, political opinion, marital, veteran, or disability status.