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Senior Program Manager, Lead-to-Cash

Juniper Square
Vancouver, CAN
Full-time
Mid-Senior
Onsite
CAD 185,000–CAD 235,000
Discovered 1 weeks ago
Lead-to-Cash transformationProgram and project managementSalesforceNetSuiteCPQ selection and implementationBilling and revenue recognition

Full Job Posting

Role overview

Own execution of an end-to-end Lead-to-Cash redesign across Marketing, Sales, Deal Desk, Legal, Revenue Accounting, Billing, Fund Administration operations, and Customer Experience.

The program covers new-logo deals and expansions with existing fund administration clients and aims to deliver usable improvements each month.

The technology stack includes Marketo, Salesforce, Gong, a new CPQ platform, Ironclad, Zone Billing, NetSuite, and Workato; processes should support people and AI agents.

Program leadership and demand

  • Own the roadmap from demand capture through recognized revenue and maintain a named owner for every stage.
  • Map cross-functional dependencies, run decision forums, document decisions, and define Sales and Fund Administration rules of engagement for expansions.
  • Coordinate lead capture, scoring, and routing from Marketo into Salesforce, including routing existing customers to account owners.
  • Define a Salesforce intake path for expansions and drive consistent opportunity creation and forecasting in Salesforce and Gong.

Pricing, contracting, billing, and revenue

  • Lead CPQ selection against real pricing scenarios, including asset-based fees, multiple entities and currencies, and event-triggered service starts.
  • Run CPQ implementation and the Ironclad order-form hand-off, with system-based approvals and audit trails.
  • Plan live-subscription migration without disrupting active billing cycles.
  • Automate signed-contract hand-offs to booking, Fund Administration onboarding, and billing setup through Workato.
  • Coordinate subscription flow into Zone Billing and NetSuite, invoicing, collections, and ASC 606 revenue recognition.

Measurement and change management

  • Own KPIs such as speed to lead, quote cycle time, days from signature to first invoice, manual touches per order, and consistency of revenue metrics across systems.
  • Manage cutover, rollback, training, and change management for affected teams, with controls supporting SOX, SOC 1, and SOC 2.

Required qualifications

  • 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.
  • Delivered programs across marketing and lead management, CRM and forecasting, CPQ and contracting, billing, collections, and revenue recognition.
  • Led a CPQ or billing system selection and implementation end to end, from requirements through go-live and hypercare.
  • Hands-on program experience with Salesforce and NetSuite, or comparable CRM and ERP platforms.
  • Experience with multi-entity, multi-currency, non-seat-based pricing and both new-business and expansion motions.
  • A track record aligning Sales, Marketing, Finance, Legal, and Operations leaders and getting decisions made and maintained.
  • Clear, direct writing suitable for executive decision memos; able to operate without a strict playbook.

Preferred qualifications

  • Experience in financial services, fund administration, private markets, or services businesses with complex fee structures.
  • Familiarity with Marketo, Gong, Ironclad, Zone Billing, or Workato; experience using AI tools or designing agentic processes; PMP, PgMP, or comparable certification.

Success milestones

Within 90 days, deliver an end-to-end Lead-to-Cash map and program plan for new-logo and expansion motions, signed off by functional leaders.

Within 6 months, launch expansion intake and ownership in Salesforce, decide on CPQ, and begin implementation.

Within 12 months, route signed deals to booking, onboarding, and billing without re-keying, with measurable improvements to quote cycle time and time to first invoice.

Compensation

  • Compensation includes base salary, equity, and benefits.
  • The listed U.S. base salary range is CAD 185,000–CAD 235,000; actual base pay depends on candidate factors, location, and applicable local pay requirements.

Benefits

  • Benefits include health, dental, and vision care; life insurance; mental wellness and fertility support; paid leave; retirement savings; home-work setup allowance; and professional development stipend.

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