Senior Program Manager, Lead-to-Cash

Description

The company runs a platform for private markets, serving 2,300+ GPs, with $300B+ under administration and 700,000+ LPs on the platform, founded in 2014, backed by $350M+ in funding, and with 1,000+ employees.

The company's AI platform, JunieAI, is built into its workflows.

The company works digital-first, with teams across 27 U.S. states, 2 Canadian provinces, India, Luxembourg, and England, plus offices in San Francisco, New York City, Mumbai, and Bangalore.

The team is redesigning the full Lead-to-Cash process, from how demand is captured and routed, through opportunity creation, forecasting, pricing, quoting, and contracting, to onboarding, billing, collections, and revenue recognition.

You will own delivery of this program across Marketing, Sales, Deal Desk, Legal, Revenue Accounting, Billing, Fund Administration operations, and Customer Experience, covering new-logo deals and expansions with existing fund administration clients.

The stack includes Marketo, Salesforce, and Gong for go-to-market, a new CPQ platform, Ironclad for contracting, Zone Billing and NetSuite for billing and revenue, and Workato for integration.

You will sequence the work so each stage delivers usable improvements every month, and design the process to run with AI agents as well as with people.

Responsibilities

• Own the end-to-end Lead-to-Cash roadmap, from demand capture to recognized revenue, and name an owner for each stage.
• Build and maintain the cross-functional dependency map across Marketing, Sales, Deal Desk, Legal, Finance, Fund Administration operations, and CX.
• Run decision forums and make sure decisions are made and recorded, including the rules of engagement between Sales and Fund Administration for expansion deals.
• Work with Marketing and Sales leaders on lead capture, scoring, and routing from Marketo into Salesforce, including sending existing customers to their account owners.
• Set up one intake path in Salesforce for expansions, whether they begin with a seller, Customer Success, or Fund Administration.
• Drive consistent opportunity creation and forecasting in Salesforce and Gong for both new-logo and expansion deals.
• Lead the CPQ selection to a decision, testing options against the company's real pricing scenarios: asset-based fees, multi-entity, multi-currency, and event-triggered service starts.
• Run the CPQ implementation and its handoff to Ironclad for order forms, keeping approvals and the audit trail in the system.
• Plan the move of live subscriptions to the new model so no active billing cycle is disrupted.
• Build the automated handoff from signed contract to booking, Fund Administration onboarding, and billing setup, orchestrated through Workato.
• Work with Billing and Revenue Accounting on subscription flow into Zone Billing and NetSuite, invoicing, collections, and ASC 606 revenue recognition.
• Define and own KPIs across the funnel, including speed to lead, quote cycle time, days from signature to first invoice, manual touches per order, and consistent revenue metrics across systems.
• Own cutover, rollback, training, and change management for every team whose daily work changes, with controls that support SOX, SOC 1, and SOC 2.
• First 90 days: deliver an end-to-end Lead-to-Cash map and program plan for new-logo and expansion deals, signed off by every functional leader.
• Within 6 months: have expansion intake and ownership live in Salesforce, a CPQ decision made, and implementation underway.
• Within 12 months: get signed deals moving to booking, onboarding, and billing without re-keying, with measurable gains in quote cycle time and days to first invoice.

Requirements

• Required: 8+ years of program or project management experience, including at least 4 years leading lead-to-cash, quote-to-cash, or order-to-cash transformation programs at a B2B software or services company.
• Required: you have delivered programs spanning the full revenue chain, from marketing and lead management through CRM and forecasting, CPQ and contracting, billing, collections, and revenue recognition.
• Required: you have led at least one CPQ or billing system selection and implementation end to end, from requirements through go-live and hypercare.
• Required: hands-on program experience with Salesforce and NetSuite, or comparable CRM and ERP platforms.
• Required: you have delivered work in a multi-entity, multi-currency setting with pricing that is not seat-based (usage, consumption, asset-based, or transaction-based).
• Required: experience with both new-business and expansion motions, including account ownership and rules of engagement between teams.
• Required: a track record of aligning Sales, Marketing, Finance, Legal, and Operations leaders with competing priorities, and getting decisions made and kept.
• Required: clear, direct writing, with the ability to produce a decision memo an executive can act on.
• Required: you are comfortable working without a strict playbook, since this program is being defined as it is built.
• Preferred: experience in financial services, fund administration, private markets, or another services business with complex fee structures.
• Preferred: familiarity with Marketo, Gong, Ironclad, Zone Billing, or Workato.
• Preferred: experience using AI tools (e.g., Claude) in your own work, or delivering processes designed for agentic automation.
• Preferred: PMP, PgMP, or a comparable certification.

Conditions

Compensation includes base salary, equity, and a range of benefits.

The U.S. base salary range is $185,000 - $235,000. The Canadian base salary range is CAD $110,000 - $155,000.

Actual base salary depends on candidate-specific factors, including experience, skill set, and location, and on local minimum pay requirements where they apply.

Work model: the company offers remote work or full-time work in one of its offices, and the role is listed for U.S. and Canada.

Benefits

• Health, dental, and vision coverage for you and your family.
• Life insurance.
• Mental wellness coverage.
• Fertility and family-building support.
• Flex time off, plus company-paid holidays.
• Paid family leave, medical leave, and bereavement leave.
• Retirement savings plans.
• An allowance to set up your home work space and technology.
• An annual professional development stipend.
• Your recruiter can share more detail on compensation and benefits.