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Location: Charlotte, NC | Schedule: Full-time, on-site

Overview

A growing organization in the Charlotte, NC area is looking for a Capital Equipment Order-to-Cash Manager to lead the team that shepherds capital equipment transactions from the moment a customer places an order through procurement, invoicing, and revenue recognition. This role blends people leadership, accounting fluency, and ERP ownership, and it matters because the manager's decisions directly shape transactional accuracy, financial risk, and the customer experience across the equipment order lifecycle.

What you'll do

• Lead, mentor, train, and develop the Capital Order-to-Revenue team.
• Champion a customer-first mindset across the entire capital equipment order lifecycle.
• Own capital equipment transactions from customer order through procurement, invoicing, and revenue recognition.
• Monitor order volume, transaction complexity, deadlines, and team capacity, balancing workloads and setting priorities to meet customer and business commitments.
• Build and track key performance indicators covering accuracy, timeliness, productivity, and customer experience.
• Partner with Sales, Accounting, Vendors, IT, and other departments to resolve transactional and operational issues.
• Oversee procurement activities, including vendor coordination, purchase-order approval, and contractual compliance.
• Apply accounting principles involving Accounts Receivable, Accounts Payable, the General Ledger, invoicing, costs, and payment terms.
• Ensure customer and vendor transactions align with applicable contracts, financial controls, and company procedures.
• Identify and manage financial and operational risks tied to deadlines, costs, payment terms, invoicing, and contract compliance.
• Serve as the functional owner of Microsoft Dynamics 365 Finance & Operations throughout the order-to-revenue process, acting as subject-matter expert for capital equipment orders and transactions.
• Collaborate with Accounting and IT to troubleshoot system issues and support enhancements, testing, training, and user adoption.
• Develop, document, and continuously improve operational processes, financial controls, procedures, and system workflows.
• Take ownership of escalated issues and drive timely resolutions that limit customer and financial impact.
• Maintain compliance with company policies, procedures, contractual obligations, and ethical standards.

Required qualifications

• Bachelor's degree in Business Administration, Accounting, Finance, or a related field, or equivalent professional experience.
• 5+ years of management experience within order-to-cash, order-to-revenue, order fulfillment, accounting operations, sales operations, or a related function.
• Demonstrated experience leading, developing, and balancing the workload of an operational team.
• Strong understanding of ERP-driven financial and transactional workflows.
• Working knowledge of sales orders, purchase orders, invoicing, costs, payment terms, Accounts Receivable, Accounts Payable, and the General Ledger.
• Experience managing order-to-cash or order-to-revenue activities within an ERP platform.
• Advanced Microsoft Excel proficiency.
• Experience interpreting customer, vendor, and contractual terms and understanding their financial and operational impact.
• Strong analytical, mathematical, and problem-solving abilities.
• Ability to manage competing priorities and make sound decisions in a fast-paced environment.
• Excellent interpersonal, organizational, communication, and conflict-resolution skills.
• Ability to build effective relationships across Sales, Accounting, IT, leadership, vendors, and customers.

Preferred qualifications

• Microsoft Dynamics 365 Finance & Operations experience strongly preferred.

Why this role

This is an opportunity to shape an ERP-driven order-to-revenue operation end to end, pairing hands-on Microsoft Dynamics 365 Finance & Operations ownership with team leadership and cross-functional collaboration across Sales, Accounting, IT, and vendors.