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Finance Operations Lead

1 month, 1 week ago
United States
Full-time
Senior
Sales Operations
Operations
CRM
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Netomi

Netomi

Netomi is an AI-first customer service platform revolutionizing customer support with industry-leading resolution rates and multilingual support.

IT Services
51-250
Founded 2015
$52M raised
View All Jobs 32

Description

  • Own customer billing operations from contract setup through invoice generation, delivery, tracking, and issue resolution.
  • Manage collections workflow and accounts receivable follow-up with account owners while maintaining a professional customer experience.
  • Build and improve finance operating processes across expense management, vendor onboarding, approvals, purchasing controls, and payment operations.
  • Partner with Accounting to ensure transactions flow correctly into the books and month-end close.
  • Administer and optimize core finance tools and related workflows, including Ramp, Brex, Expensify, and billing systems.
  • Document SOPs, define handoffs, and create KPI dashboards for billing timeliness, collections, vendor turnaround, and process quality.
  • Identify and implement automation opportunities that reduce manual work and improve accuracy.
  • Support contract review from a commercial and financial perspective, including pricing, invoicing implications, and approval requirements.
  • Establish clear ownership and working structure with the existing finance generalist to ensure accountability and smooth handoffs.

Requirements

  • 6+ years of experience in finance operations, revenue operations, order-to-cash, quote-to-cash, or business operations roles in a software or technology environment.
  • Strong experience with billing operations, collections, spend management, and workflow design.
  • Comfort with ambiguity and building processes from scratch in a fast-changing company.
  • Demonstrated ability to step into an environment with existing team members and establish clarity on roles and ownership.
  • Strong systems fluency, including Excel/Google Sheets and finance tools such as Ramp, Brex, Expensify, billing platforms, and CRM integrations.
  • Detail-oriented and operationally rigorous, with strong follow-through and customer judgment.
  • Excellent cross-functional communication skills.
  • Experience supporting enterprise contracts or usage-based pricing models is preferred.
  • Experience with data cleanup, finance systems implementation, or workflow automation is preferred.
  • Exposure to SaaS metrics, revenue recognition concepts, or AI software businesses is preferred.

Interested in this position?

Apply directly on the company website

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