Portfolio Company Opportunities

About Zūm:

What You'll Do:

Extract monthly billing data from the Zum portal for all assigned accounts on Day 1 of each billing cycle, in accordance with the established billing calendar
Conduct a structured validation of portal data against Operations adjustment submissions for each account — identify, document, and escalate discrepancies prior to initiating any invoice build
Apply account-specific contract rules to validated billing data, including contracted rate structures, budget code assignments, campus-level invoice allocations, and any special handling requirements defined in the account billing brief
Prepare invoices in NetSuite for each assigned account using fully validated billing data, ensuring all line items, amounts, and billing entities are accurate prior to submission for approval
Submit completed invoices to the Manager and operations stakeholders for review and formal approval — no invoice may be issued without documented approval on file
Issue approved invoices to the designated district accounts payable contacts via NetSuite on or before Day 8 of each monthly billing cycle
Provide billing data, supporting documentation, and account context to the Sr. Manager in support of dispute investigations as required
Maintain organized, complete billing records for all assigned accounts, including issued invoices, source data, ops adjustment submissions, and any documentation related to billing exceptions or adjustments
Identify and escalate recurring data quality issues or systemic patterns in Operations adjustment submissions to the leadership for upstream process review
This is a hybrid position based out of our headquarters in Redwood City, CA. You will be required to be onsite 3 days per week (Monday, Tuesday, and Thursday). We will only consider candidates already located in the Bay Area.

What You Bring To Zūm:

Requirements
3+ years of experience in dispatch, school operations, transportation coordination, or a billing support role within a transportation or logistics environment — operational experience is the most important qualification for this position
The ability to interpret route and ridership data with a critical eye — a working instinct for what accurate, complete transportation data should look like and the judgment to identify when something requires further investigation before an invoice is built
Exceptional attention to detail and organizational discipline — the ability to manage a multi-account billing portfolio across concurrent monthly cycles without allowing deadlines or open items to be missed
Proficiency in spreadsheet applications and data management tools — including data extraction, lookup functions, and the preparation of structured billing templates from raw operational data
Foundational familiarity with an ERP or billing platform (NetSuite, QuickBooks, or equivalent) — specific NetSuite training will be provided; comfort with structured data entry and system navigation is required
Clear, professional written communication — the ability to document billing discrepancies, adjustment rationale, and account notes accurately and concisely
A strong sense of personal accountability and deadline orientation — the monthly billing cycle operates on fixed dates and the team and its district clients depend on consistent, on-time execution
Nice to Haves
Billing support experience in a field services or logistics environment, where invoices are built from operational activity data
Familiarity with multi-entity or cost-center billing structures requiring separate line-item invoice breakdowns
Experience in both a structured corporate billing environment and a smaller or growth-stage organization
Comfort building or improving billing templates and record keeping systems with limited existing infrastructure
The targeted base salary range for this role is listed in the compensation section below. Actual salary may be above or below this range based on factors such as location, skills, and relevant experience. In addition, this position may include additional compensation in the form of equity or commissions. If you are a full-time salaried or hourly worker, we offer the following benefits: Medical, Dental, Vision, 401(k), Holidays, Wellness, Vacation, and more. The targeted pay range for this role in US CA is: $89,000 to $114,000