Project Manager, Customer Payments and Cash Automation at Realty Income – San Diego | Jobyssey

Realty Income aims to be a globally recognized leader in the S&P 100, committed to creating long-term value for all stakeholders. These stakeholders include our dedicated team members, who embody our purpose: building enduring relationships and brighter financial futures. This guiding principle serves as a beacon for our team, influencing every action we take.

Our employees consistently invest their time, commitment, and dedication into the company, and in turn, they receive investment returns in the form of purpose, belonging, and opportunities for advancement.

We are committed to best-in-class corporate responsibility practices through environmental initiatives, governance programs, and community outreach projects. From the boardroom to the breakroom, our team members make a difference every day.

Position Overview

The Manager, Customer Payments & Cash Automation is a leadership role responsible for ownership and advancement of Realty Income’s customer payment experience and cash application automation capabilities within the Invoice-to-Cash (I2C) value stream. Reporting to the VP, Finance Operations, this role will lead projects and workflows at the intersection of Finance Operations, Technology, Data, and Client Experience.

This position is accountable for enabling how customers pay (portal, wire, ACH), establishing and governing banking instruction processes, and driving the design, implementation, and continuous improvement of cash application automation and remittance matching capabilities, including the use of AI and advanced data-driven techniques. The role serves as the functional owner of the cash application automation domain, responsible for the implementation of rules-based and advanced processing techniques to increase straight-through automation, reduce manual exceptions, and enhance overall process scale and efficiency.

This hybrid position is based in our San Diego (Del Mar Heights) headquarters. Monday through Thursday is in-office for collaboration, with the opportunity to work remotely on Friday.

Responsibilities:

Customer Payments & Experience

Own the end-to-end customer payment strategy, including portal, ACH, and wire enablement.
Drive a consistent, scalable payment experience that improves adoption and reduces friction.
Govern banking instruction processes, including onboarding, validation, and controls.
Oversee customer statements, portal payments, and dunning workflows.

Cash Application & Automation

Lead the design and continuous improvement of cash application automation, including remittance processing, matching logic, and posting strategies.
Define frameworks linking payments, remittance data, and open receivables.
Optimize automation through tolerance rules, confidence thresholds, and exception management.
Partner with Finance leadership to balance automation efficiency with control requirements.

AI, Data & Technology

Apply AI and advanced analytics to improve payment matching and remittance association.
Partner with Technology and Data teams to build scalable, governed automation solutions.
Evaluate and implement tools, including business case development, requirements, and integration.
Ensure solutions are scalable, auditable, and aligned with data governance standards.

Change Management & Continuous Improvement

Act as the primary liaison between Finance Operations, Accounting, Technology, and Data teams for cash automation initiatives.
Partner with Accounts Receivable to identify repeatable exception patterns and translate them into automation opportunities.
Drive the exception management framework for cash application
Maintain an automation backlog, continuously prioritizing improvements that reduce manual processing and improve accuracy.
Translate business requirements into clear specifications and support communication, implementation, and testing (UAT) of enhancements.
Partner with the Business Analyst team for documentation, reporting, and coordination support.

Technology Optimization & Reporting

Own the cash application technology ecosystem, including ERP and supporting platforms.
Drive system enhancements to increase auto application and reduce manual effort.
Establish and monitor key metrics, including automation rates, exception volume, and posting accuracy.

Customer Communications & Continuous Improvement

Improve customer statement delivery and dunning processes through standardized, technology enabled workflows.
Ensure alignment between customer communications and cash application processes.
Act as a cross functional leader across Finance, Accounting, Technology, and Data.
Identify repeatable issues, maintain an automation backlog, and drive continuous improvement.

Qualifications

Bachelor’s degree in Finance, Accounting, Business, or related field.
5+ years of experience leading projects or programs within Finance Operations, Accounting, or Cash Application.
Proven experience leading automation, system implementation, or process transformation initiatives.
Experience designing automation solutions, including rule based workflows and AI or advanced matching systems.
Strong analytical skills, with experience using tools such as SQL, Python, or Power BI.
Understanding of financial controls, audit requirements, and process accuracy.
Ability to translate business challenges into scalable automation strategies.
Strong problem solving, communication, and stakeholder management skills.
Advanced proficiency in Microsoft 365 tools, including Excel and PowerPoint.
Experience with ERP systems, Yardi preferred, and payment or banking platforms.
Familiarity with data integration, APIs, and modern automation concepts.
Real estate or multi entity environment experience preferred.

The salary range for the position is $98,416 - $124,766 - $149,981.

Offers near the high end are uncommon but may be considered for candidates with exceptional experience and skills and are dependent on the facts and circumstances of each case. You may be eligible for an annual discretionary bonus and an annual discretionary stock award, to be discussed during the interview process. An annual pay rate and total compensation package is generally determined by the candidate's experience, knowledge, education, skills, performance, and abilities, as well as internal equity, company performance, and alignment with market data.

We offer a best-in-class benefits package that includes healthcare, dental, and vision insurance for employees and eligible dependents. Our 401(k)-retirement plan has a company match of 50% up to 6% of eligible compensation. Realty Income also offers other wellness, financial, and work/lifestyle-specific benefits, along with a generous PTO accrual; in addition to 12 paid holidays, and paid volunteer time. Realty Income’s purpose is to build enduring relationships and brighter financial futures, and this starts with you!

Realty Income is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you require accessibility support to submit your application or other reasonable accommodations to participate in the recruitment process, please contact [email protected], or call 800-375-6700. An employee will respond to your message to begin the interactive process. Please note that this phone number and email address are only for individuals seeking a disability accommodation when applying for a job.

Explore more jobs