Lead Zuora Systems Analyst at Carta
San Francisco, CA
About the Job
The Company You’ll JoinCarta develops purpose-built software that transforms traditional accounting into a powerful growth engine.Carta’s world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity.Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more.Together, Carta is setting a new standard as the end-to-end platform for private markets.
Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO.For more information about our offices and culture, check out our Carta careers page.The Problems You'll SolveAt Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places.
We believe that the problems we solve today unlock the opportunities of tomorrow. The Lead Zuora Systems Analyst role will proactively improve and support the development, implementation, and maintenance of Carta’s enterprise finance systems with a primary focus on Zuora Billing, Zuora Revenue, and related systems.
The position will collaborate with and act as an advisor to the AR, Revenue, Finance and IT teams to implement subscription billing solutions that support the unique needs of various business units and stakeholders.
The position will be the primary architect, developer, internal system admin and support contact for Zuora Billing and Zuora Revenue (Revpro), along with other related finance systems.
As the Lead Zuora Systems Analyst, you’ll work to: Gather requirements, design and architect, implement, and maintain configurations and customizations of Zuora applications to meet the evolving needs of the finance teamSupport onboarding of additional business units and acquired subsidiaries onto Zuora Billing and related quote-to-cash systems, including supporting data migrationsProvide internal, ongoing system/technical support to Finance users, including training with a focus on superior customer servicePartner with internal users and stakeholders, assisting with data analysis, business process mapping, reporting needs, and continuous improvement initiativesPartner with business analysts to develop deep technical expertise in the complex processes, practices, and workflows of internal end users to deliver comprehensive automated solutions. Maintain proper system access for user roles, ensuring compliance with segregation of dutiesCoordinate user acceptance testing (UAT) with the accounting team for new system customizations and processes, ensuring high-quality deploymentsDevelop, document, and implement policies, procedures, and guidelines to ensure data integrity, system integrity, and securityResponsible for the change management and release process of Zuora Billing, Zuora Revenue(Revpro), and other finance applications, as and when requiredMaintain up-to-date knowledge of system functionality, customization, and integrationSupport integrations with other enterprise apps like Zuora CPQ, accounting systems, payment systems, etc.The Team You'll Work WithThe Lead Zuora Systems Analyst role is an individual contributor position that will report to and work closely with the Finance Systems Senior Manager.
The role will also collaborate with stakeholders across the company, including teams in finance, engineering, and business systems.About YouA successful candidate for this position will demonstrate the following:5+ years of experience with Zuora Billing and Zuora Revenue administration, configuration, and development including 3rd party integrations in complex environmentsExperience supporting Zuora Billing modules: Customers, Product Catalog, Subscriptions, Billing & Invoicing, Payments, and TaxesProficiency in Zuora Billing administration: User access, HTML/PDF templates, Custom fields, Notifications/email templates, Workflows, Zuora APIs and ReportsExperience working in Zuora Revpro administration: User access, Data interface/sync, Custom attributes, File upload/templates, Data Augmentation, Period Open/Close, Revenue Contracts, and ReportsProven track record of supporting technical revenue accountants in POB configuration, revenue management, troubleshooting, reporting, and journal entriesUnderstanding of Revpro schema, Data Query usage and ability to write SQL queries A strong understanding of the quote-to-cash (Q2C) business process and subscription business models including familiarity with revenue recognition and financial reporting conceptsBachelor’s degree in a relevant discipline (MIS, IT business/computer science, and/or Accounting)Project management, including requirements gathering, system implementation, and system integration experience including effective cross-functional team collaborationStrong analytical skills, exceptional written and verbal communication, and the ability to work independently with minimal guidanceAbility to juggle multiple stakeholders and remain professional and flexible in high-pressure situationsZuora Billing/Revenue Certification is a plusAt Carta, you’re not just an employee.
You’re a builder who is creating infrastructure that accelerates innovation and empowers more ownership.
Cartans are helpful, relentless, unconventional and kind; representing Carta’s Identity Traits.
They work collaboratively and cross functionally to challenge the status quo; working towards a common goal of creating more owners in the private markets. SalaryCarta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans.
Our minimum cash compensation (salary + commission if applicable) range for this role is: $164,538 - $194,750 in San Francisco, CAFinal offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate.
If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email. Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy.
Please note that all official communications from us will come from an @carta.com domain.
Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO.For more information about our offices and culture, check out our Carta careers page.The Problems You'll SolveAt Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places.
We believe that the problems we solve today unlock the opportunities of tomorrow. The Lead Zuora Systems Analyst role will proactively improve and support the development, implementation, and maintenance of Carta’s enterprise finance systems with a primary focus on Zuora Billing, Zuora Revenue, and related systems.
The position will collaborate with and act as an advisor to the AR, Revenue, Finance and IT teams to implement subscription billing solutions that support the unique needs of various business units and stakeholders.
The position will be the primary architect, developer, internal system admin and support contact for Zuora Billing and Zuora Revenue (Revpro), along with other related finance systems.
As the Lead Zuora Systems Analyst, you’ll work to: Gather requirements, design and architect, implement, and maintain configurations and customizations of Zuora applications to meet the evolving needs of the finance teamSupport onboarding of additional business units and acquired subsidiaries onto Zuora Billing and related quote-to-cash systems, including supporting data migrationsProvide internal, ongoing system/technical support to Finance users, including training with a focus on superior customer servicePartner with internal users and stakeholders, assisting with data analysis, business process mapping, reporting needs, and continuous improvement initiativesPartner with business analysts to develop deep technical expertise in the complex processes, practices, and workflows of internal end users to deliver comprehensive automated solutions. Maintain proper system access for user roles, ensuring compliance with segregation of dutiesCoordinate user acceptance testing (UAT) with the accounting team for new system customizations and processes, ensuring high-quality deploymentsDevelop, document, and implement policies, procedures, and guidelines to ensure data integrity, system integrity, and securityResponsible for the change management and release process of Zuora Billing, Zuora Revenue(Revpro), and other finance applications, as and when requiredMaintain up-to-date knowledge of system functionality, customization, and integrationSupport integrations with other enterprise apps like Zuora CPQ, accounting systems, payment systems, etc.The Team You'll Work WithThe Lead Zuora Systems Analyst role is an individual contributor position that will report to and work closely with the Finance Systems Senior Manager.
The role will also collaborate with stakeholders across the company, including teams in finance, engineering, and business systems.About YouA successful candidate for this position will demonstrate the following:5+ years of experience with Zuora Billing and Zuora Revenue administration, configuration, and development including 3rd party integrations in complex environmentsExperience supporting Zuora Billing modules: Customers, Product Catalog, Subscriptions, Billing & Invoicing, Payments, and TaxesProficiency in Zuora Billing administration: User access, HTML/PDF templates, Custom fields, Notifications/email templates, Workflows, Zuora APIs and ReportsExperience working in Zuora Revpro administration: User access, Data interface/sync, Custom attributes, File upload/templates, Data Augmentation, Period Open/Close, Revenue Contracts, and ReportsProven track record of supporting technical revenue accountants in POB configuration, revenue management, troubleshooting, reporting, and journal entriesUnderstanding of Revpro schema, Data Query usage and ability to write SQL queries A strong understanding of the quote-to-cash (Q2C) business process and subscription business models including familiarity with revenue recognition and financial reporting conceptsBachelor’s degree in a relevant discipline (MIS, IT business/computer science, and/or Accounting)Project management, including requirements gathering, system implementation, and system integration experience including effective cross-functional team collaborationStrong analytical skills, exceptional written and verbal communication, and the ability to work independently with minimal guidanceAbility to juggle multiple stakeholders and remain professional and flexible in high-pressure situationsZuora Billing/Revenue Certification is a plusAt Carta, you’re not just an employee.
You’re a builder who is creating infrastructure that accelerates innovation and empowers more ownership.
Cartans are helpful, relentless, unconventional and kind; representing Carta’s Identity Traits.
They work collaboratively and cross functionally to challenge the status quo; working towards a common goal of creating more owners in the private markets. SalaryCarta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans.
Our minimum cash compensation (salary + commission if applicable) range for this role is: $164,538 - $194,750 in San Francisco, CAFinal offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate.
If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email. Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy.
Please note that all official communications from us will come from an @carta.com domain.