---
title: 'Revenue Accounting Manager at InvestorFlow'
canonical: 'https://feeny.ai/job/revenue-accounting-manager-investorflow-san-francisco-qz8mh66xea2v'
type: 'job'
last_seen: '2026-09-07'
---

# Revenue Accounting Manager at InvestorFlow

- **Company:** InvestorFlow
- **Location:** San Francisco, CA
- **Compensation:** $135k–$155k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-06-22
- **Last confirmed live:** 2026-09-07
- **Apply:** https://jobs.lever.co/investorflow/bbbdbe42-6d62-4901-8573-2c8a666139b5

## Job description

InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.

We are seeking a Revenue Accounting Manager to play a key role in how we recognize, report, and manage revenue across our growing SaaS business. The focus of this role is revenue accounting and revenue operations. Key areas of ownership include ensuring revenue is recognized and reported accurately, customers are billed timely, and our books and management reporting clearly reflect our business. You’ll own revenue close, billing, ARR reporting, and the systems that support revenue reporting. As a growing SaaS business, this role also touches adjacent areas such as sales tax, commissions, contract fulfillment costs, and revenue analytics, giving the right person broad visibility across the revenue cycle. This is a high-impact, highly collaborative role, ideal for someone who enjoys combining accounting rigor with operational problem-solving, systems, and data analysis.

You Will:

- Review customer contracts to understand pricing, billing terms, performance obligations, renewal provisions and other revenue-related considerations.
- Apply revenue recognition under ASC 606 and document conclusions clearly.
- Maintain revenue schedules and deferrals in NetSuite, ensuring contract information is accurately reflected across Salesforce and NetSuite.
- Support accurate and timely monthly close activities related to revenue.
- Own the company’s ARR database across new bookings, renewals, expansions, contractions, and churn.
- Prepare recurring ARR rollforwards, bookings analysis, churn analysis, retention metrics and other key SaaS operating metrics to support leadership reporting.
- Oversee day-to-day billing, sales tax, and collections-related operations.
- Review and quality control invoices, ensuring they align with contract terms.
- Issue client invoices as needed for complex deals or during peak periods.
- Partner with Sales and Client Services to resolve billing and revenue-related issues.
- Calculate quarterly sales commissions.
- Maintain deferred commission and service cost schedules to ensure contract acquisition and fulfillment costs are accounted for in compliance with ASC 340-40.

You Have:

- 5-8 years of experience in revenue accounting and/or financial operations.
- Strong understanding of SaaS revenue models and ASC 606.
- Previous experience working with NetSuite ARM required.
- Strong Excel skills and comfort working with data.
- A thoughtful, detail-oriented approach and collaborative working style.
- Comfort with the fast pace of a growing SaaS and services business.

## PLUS:

- Experience with billing operations or accounts receivable in a SaaS environment.
- Salesforce or CRM experience.

InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in San Francisco, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.

## About InvestorFlow

## Company Overview
- **One-liner**: InvestorFlow provides an AI-powered CRM and investor portal platform for private markets firms, enabling capital formation, deal execution, and investor services.
- **Entity Type**: Private (Series A funded)
- **Headquarters**: San Francisco, California, United States
- **Founded**: 2015
- **Founders**: Todd Glasson (CEO)

## Core Business
- **Primary industry/industries**: Fintech – Alternative Asset Management Software
- **Target customers**: B2B – private equity, private credit, real assets, venture capital, and other alternative asset managers
- **Mission or purpose statement**: “Turning relationships into capital, investment opportunities, and partnerships” ([linkedin.com](https://linkedin.com/company/investorflow))

## Products & Services
- **Capital Formation**: Fundraising platform that helps identify the right LPs, track commitments, and close funds faster using AI insights and digital experiences.
- **Capital Deployment**: Deal sourcing and execution tool that auto-generates target lists, surfaces proprietary data from meetings and emails, and advances deals through workflows.
- **Investor Services**: Personalized investor engagement, streamlined reporting, and centralized LP relationship management.
- **Platform Foundation**: Built on Salesforce, powered by OpenAI, and hosted on Microsoft Azure, with enterprise-grade security and compliance.

## Market Standing
- **Valuation/Market Cap**: Not publicly available
- **Key Metric**: Annual revenue of $7.4M (estimated) and total funding of $30M (Series A, April 2022, led by Ambina Partners) ([linkedin.com](https://linkedin.com/company/investorflow))
- **Notable Investors/Partners**: Ambina Partners (lead investor); strategic partners include Salesforce, Microsoft Azure, OpenAI, DocuSign, Seismic
- **Growth Signals**: Trusted by more than 200 top private markets firms; over $3.5 trillion in assets on the platform; headcount of 141 employees (+4.6% YoY); acquired Cloud Theory (2022) and Coyote Software (2024)

## Competitive Advantages
- **AI-native workflows**: AI is embedded across capital formation, deal sourcing, and investor services, delivering actionable insights and automation.
- **Salesforce-native**: Deep integration with Salesforce provides a unified front-office platform that is configurable and scalable.
- **Private-markets focus**: Dedicated exclusively to the alternative assets industry, unlike general-purpose CRMs.
- **End-to-end suite**: One platform covers fundraising, deal execution, and investor relations, reducing the need for multiple point solutions.

## Strategic Focus
- Expanding AI capabilities to further automate relationship intelligence and next-best-action recommendations.
- Growing global presence, particularly in EMEA (offices in London, Santo Domingo, and remote teams).
- Scaling the platform through strategic acquisitions and deepening integrations with leading enterprise tools.

## Why Work Here
- **Culture**: Innovation-driven environment focused on transforming a traditionally manual industry with technology. Emphasis on delivering value to top-tier financial firms.
- **Work policy**: Hybrid model dominates (49% hybrid, 32% onsite, 19% remote per recent job listings) ([jobera.com](https://jobera.com/employer/investorflow/))
- **Open roles**: 25 open positions as of August 2026, including Lead Data Engineer, Senior Consultant (AI), Site Reliability Engineer, and various product and engineering roles.
- **Perks/Engineering culture**: Exposure to cutting-edge AI (OpenAI, data engineering), opportunities to work with Salesforce, and a flat organizational structure with direct impact on product direction.

## Sources
1. [investorflow.com](https://www.investorflow.com/)
2. [jobera.com](https://jobera.com/employer/investorflow/)
3. [linkedin.com](https://linkedin.com/company/investorflow)
4. [appexchange.salesforce.com](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FtTHLUA3)
5. [people.equilar.com](https://people.equilar.com/bio/org/investorflow/9981997)

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