Business Applications Specialist (Order to Cash)
Pleo is hiring a Business Applications Specialist (Order to Cash) for a remote role open to applicants in Portugal. Level rates it ; you can apply on Pleo.
Level's read on this job
- Little AI ●○○○ is how Level rates this role: aI is not part of the work.
- The posting lists this role as remote.
- Tools and skills the posting cites include HubSpot, Docusign and Zuora.
- Level lists 42 other open roles at Pleo.
- The role was posted within the past week.
AI in this role
Own and manage Pleo's Order-to-Cash application portfolio as a product owner, streamlining quoting, billing, and ERP integration processes.
About Pleo
Messy spend management is tricky business. And tedious processes are a lose-lose situation for all involved, not just finance. At Pleo, we're changing that. We build spend solutions that make managing money seamless, empowering, and surprisingly effective for finance teams and employees alike - with a vision to help all businesses ‘go beyond’.
The word ‘Pleo’ actually means ‘more than you’d expect’, and living by that mantra has been the secret to our success over the last 10 years.
Now, we’re at a pivotal moment in our journey; every move we make has a direct impact on our 40,000+ customers, our business, and our collective success. We need people who take pride in uncovering customer needs, who turn complex problems into simple solutions, challenge the way things are done (respectfully), and always aim high. With great ambitions driving us forward, we can’t say we’ve got this whole thing figured out. And frankly, that’s half the fun! What we can say is that we’re a driven, progressive, and, importantly, a kind bunch of 850+ people from over 100 nationalities, all committed to delivering the future of business spending, together.
The role
Every deal Pleo closes runs through a chain of systems. It starts with a quote in the CRM, moves through pricing, contract, and billing, and ends with revenue in the ERP. You’ll own that chain.
This role is part systems specialist and part product owner. You’ll manage the Order-to-Cash application portfolio as a product. That means a clear roadmap, a prioritised backlog, and an honest view of what gets built and why. You’ll work with Billing, Deal Desk, Pricing, Finance, and Sales, who all want different things from the same systems. You’ll balance those needs and decide.
As Pleo moves upmarket, quoting and billing are getting more complex: multi-entity accounts, multiple currencies, and enterprise contracts. You’ll help shape the next generation of our quote-to-cash tooling.
What you’ll do
Own the O2C portfolio. Act as product owner for the tools that support quote to cash, including HubSpot Quoting, our pricing calculator and CPQ, DocuSign and integrations with Zuora, and NetSuite
Set the roadmap. Build and maintain a roadmap and backlog that reflect business priorities. Think 1–2 quarters ahead and propose improvements before they become problems.
Manage demand. Take in requests from O2C, Billing, Deal Desk, Pricing, and Sales. Assess impact, prioritise against revenue outcomes, and give stakeholders clear answers, including no.
Design end-to-end processes. Map the lead-to-cash flow, find breaks and manual workarounds, and design solutions that hold up at enterprise scale.
Deliver large changes. Lead medium and large enhancements from requirements through process flows, user stories, configuration, UAT, and release.
Work with engineers. Translate business needs into clear requirements for BAT Engineering, and own functional testing and sign-off.
Protect billing integrity. Make sure what’s sold, what’s contracted, and what’s billed stay in sync. Treat data quality, controls, and audit trails as part of the job.
Own vendor relationships. Manage key O2C vendors, including performance against SLAs, licence usage, and input into renewals with Procurement.
Support tooling decisions. Contribute to evaluations of off-the-shelf CPQ and CLM options, and to buy-versus-build decisions.
Enable and mentor. Train business users on new processes, peer review colleagues’ work, and support analysts on the team.
What you’ll bring
8+ years in business applications, with deep experience across quote-to-cash or order-to-cash systems.
Hands-on experience with CPQ, billing, and ERP platforms, such as Zuora, NetSuite, Salesforce CPQ, HubSpot Quotes, Chargebee, or similar. You understand how they connect.
Solid knowledge of SaaS commercial processes, including pricing and packaging, discounting and approvals, contracts, subscription billing, invoicing, and revenue recognition basics.
Product ownership experience: roadmaps, backlogs, prioritisation frameworks, and saying no with a reason.
Strong stakeholder management. You can hold competing priorities from Finance, Sales, and Deal Desk in one conversation and get to a decision.
Experience leading delivery in Agile teams, including user stories, sprints, UAT, and release management.
Excellent written and spoken English. You’ll work with teams across Europe every day.
Nice to have
Experience implementing or migrating CPQ or CLM tools.
Experience with multi-entity, multi-currency billing in a regulated or fintech environment.
Familiarity with SQL or data tools for reconciliation and reporting.
Show me the benefits
Your own Pleo card (no more out-of-pocket spending!)
Lunch is on us for your work days - enjoy catered meals or receive a lunch allowance based on your local office
Comprehensive private healthcare - depending on your location, coverage options include Vitality, Alan or Médis
25 days of annual leave + public holidays (additional days may apply in select countries based on local standards).
For our Team, we offer both hybrid and fully remote working options
We use MyndUp to give our employees access to free mental health and well-being support with great success so far
Paid parental leave - we want to make sure that we're supportive of families and help you feel that you don't have to compromise your family due to work
About your application
English first. Since it's our company language, please submit your application in English. You’ll be using it a lot if you join us.
A fair look for everyone. Our talent team reads every single application to ensure the process is fair. To keep things running smoothly, we only accept applications through our system—our support team can’t pass on calls or emails.
Diversity drives us. We can only reach our goals if our team reflects the world around us. That starts with you hitting apply, even if you don't tick every single box. We encourage people from all backgrounds and experiences to join us.
Interview at your best. We want you to feel comfortable throughout the process. If you have any accessibility requirements or need a specific format, email belonging@pleo.io. We’ll design a process that works for you.
Your data is safe. When you apply, we process your personal data as a data processor. For more information on how Pleo processes personal data, read our Privacy Policy here.
Applying for multiple roles? Nothing is stopping you, and we assess every role independently. However, we do look for alignment, so make sure you can explain why your interest and experience are right for each specific role.
Reapplying. If you’re applying for the same role again, please wait six months from your last decision before hitting submit.
How we rate this
Business Applications Specialist (Order to Cash) at Pleo rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.
Little AI. AI is not part of the work.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.
Prepare for this job
Built from this posting and from similar jobs on Level.
Skills and AI tools this role asks for
Questions you could be asked
- Tell me about a project where order to cash was part of your work. What did you do?
- Tell me about a project where cpq was part of your work. What did you do?
- Tell me about a project where product ownership was part of your work. What did you do?
- Tell me about a project where business applications was part of your work. What did you do?
- Tell me about a project where systems integration was part of your work. What did you do?
Adapt your resume
- List these exact terms on your resume: Order To Cash, Cpq, Product Ownership, Business Applications, and Systems Integration. An applicant tracking system matches the wording, not the idea.
- Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.
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