
51 - 200 employees
👥 HR Tech
☁️ SaaS
🤝 B2B
💰 Seed Round on 2014-01
HR Tech • SaaS • B2B
PerformYard is a flexible performance management software platform designed to streamline processes related to employee reviews, goal management, continuous feedback, and reporting. Aimed at creating a high-performance culture, it integrates with existing HR tools and systems to keep employee data updated and facilitate recognition. PerformYard is particularly focused on enhancing performance management to be user-friendly, customizable, and supportive, offering expert assistance to ensure optimal alignment with company-specific performance development plans.
🔥 0 minutes ago
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51 - 200 employees
👥 HR Tech
☁️ SaaS
🤝 B2B
💰 Seed Round on 2014-01
HR Tech • SaaS • B2B
PerformYard is a flexible performance management software platform designed to streamline processes related to employee reviews, goal management, continuous feedback, and reporting. Aimed at creating a high-performance culture, it integrates with existing HR tools and systems to keep employee data updated and facilitate recognition. PerformYard is particularly focused on enhancing performance management to be user-friendly, customizable, and supportive, offering expert assistance to ensure optimal alignment with company-specific performance development plans.
• Support the full order-to-cash cycle, from closed-won deal through cash collection and revenue recording • Review signed orders for billing accuracy, including pricing, terms, billing schedule, and start dates, before invoicing • Reconcile order-to-cash data between DealHub (CPQ), the CRM, and the ERP, and investigate discrepancies at the source • Process contract changes, amendments, upgrades, and cancellations through to billing and deferred revenue • Flag recurring billing problems and help improve upstream processes • Own the billing inbox as first responder for invoice questions, PO and remittance requests, disputes, W-9s, and vendor portal submissions • Triage billing issues, resolve directly where possible, and escalate matters requiring contract or pricing input • Track open billing issues through resolution • Coordinate with Customer Success on billing, renewal, and contract questions • Generate and send invoices; apply cash receipts • Run collections outreach and maintain AR aging • Prepare journal entries, accruals, prepaids, and account reconciliations for monthly close • Maintain schedules and supporting documentation for audit and diligence • Support sales tax filings and routine compliance reporting • Help build and improve close checklists and process documentation • Report to the Finance Manager and work closely with Sales Operations and Customer Success
• 2–3 years of accounting experience; SaaS or subscription billing a strong plus • Familiarity with ASC 606 revenue recognition concepts • Bachelor's in accounting or finance • Solid grasp of accrual accounting and month-end close mechanics • Experience owning a shared inbox or high-volume customer-facing queue • Strong, professional written communication • Track record of working effectively in a remote or distributed team, with the self-direction to hit close deadlines without in-person oversight • Strong Excel or Google Sheets skills: lookups, pivots, reconciling large data sets • Experience with a cloud ERP (NetSuite, Sage Intacct, QuickBooks) and comfort learning new systems • Reliable home internet and a workspace suitable for handling confidential financial information • CPA-track coursework • Experience through an ERP implementation or migration • Exposure to CPQ or billing automation tooling
• Medical, dental, and vision health insurance benefits with HSA plan • Disability insurance • 401(k) plan • Generous PTO • Paid holidays • Other benefits
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