Financial Operations Specialist

Who We Are Popl is defining a new category we call In-Person Go-To-Market. We help revenue teams turn real-world interactions — trade shows, conferences, field events, and meetings — into measurable pipeline and revenue. Our AI-native platform powers event lead capture, enrichment, and real-time CRM sync, transforming every badge scan into a high-quality, actionable lead. In a world where digital channels are saturated, we're building the infrastructure that makes in-person GTM measurable, scalable, and revenue-driving. Our mission is simple: help companies around the world turn in-person events into a measurable & scalable growth channel.

About the Role

As a Billing Specialist, you will own the day-to-day financial operations that keep Popl running smoothly as we scale. Reporting directly to the VP of Operations, you’ll manage billing, accounts payable, and core financial processes, while partnering closely with the Accounts Receivable Manager and with internal teams, customers, vendors, and our external financial partners. This is a high-ownership role for someone who thrives in a fast-paced startup environment and enjoys building structure, improving processes, and serving as a key cross-functional partner. What You’ll Do

• Own and maintain protocols related to financial operations, ensuring accuracy, consistency, and scalability as the company grows
• Spend approximately 50% of your time on Accounts Receivable, partnering closely with the Accounts Receivable Manager to track outstanding balances and follow up with customers to ensure timely payment
• Communicate directly with customers and vendors regarding invoices, payment status, billing questions, and resolutions
• Manage Accounts Payable, including tracking vendor invoices, obtaining internal stakeholder approvals, and ensuring timely and accurate payments
• Coordinate contract renewals by tracking upcoming renewal dates and partnering with business stakeholders to ensure contracts are canceled, renewed, or renegotiated on time
• Manage intake of new vendors, ensuring billing information is collected, approval workflows are established, and documentation is properly maintained
• Oversee all tax-related activities, including corporate taxes and sales taxes, in partnership with our external financial firm and fractional CFO
• Review and approve employee expense reports and help maintain and enforce the policies that govern employee spending
• Assist our external financial firm and fractional CFO with accounting-related responsibilities, reconciliations, reporting, audits, and ad hoc requests
• Identify opportunities to improve financial workflows, controls, and systems as the company scales

What We’re Looking For

• 2+ years of experience in billing, accounts receivable, accounts payable, or financial operations
• Experience owning and improving financial processes and protocols
• Strong attention to detail with excellent organizational and follow-through skills
• Comfortable communicating with customers, vendors, and internal stakeholders at all levels
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong written and verbal communication skills
• High level of ownership, accountability, and discretion when handling financial information

Nice to Haves

• Experience in a SaaS or high-growth startup environment
• Familiarity with billing, accounting, and expense management systems, especially Stripe
• Experience overseeing sales tax and corporate tax processes
• Experience partnering with external accounting firms or fractional CFOs
• Understanding of contract management and renewals

Why Join Us?

• Be part of a rocket-ship startup redefining how professionals connect and grow
• Work closely with experienced leaders
• Make a measurable impact in a role critical to our long-term success.
• Full insurance & benefits + 401K for all employees
• Free $150/month wellness credit
• Competitive salary
• Meaningful equity
• Unlimited PTO
• Fully remote
• Constant daily learning

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