Finance Operations Lead

Vaga não está no LinkedIn

🕒 Abril 20

🗽 New York – Remoto

🗽 New York – Remote

⏰ Tempo Integral

🟠 Sênior

💸 Planejamento e Análise Financeira (FP&A)

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Netomi

SiteLinkedInTodas as Vagas

51 - 200 funcionários

🤖 Inteligência Artificial

🏢 Corporativo

☁️ SaaS

💰 $30.000.000 Series B em 2021-11

Artificial Intelligence • Enterprise • SaaS

Netomi é uma empresa especializada em fornecer soluções de experiência do cliente impulsionadas por IA. Sua plataforma, chamada Agentic OS, foi projetada para atendimento ao cliente em escala enterprise e se integra de forma transparente aos sistemas de negócios existentes. As soluções da Netomi aproveitam IA generativa e modelos de linguagem de grande porte (LLMs) para automatizar mais de 80% das solicitações de clientes, elevar a satisfação do cliente e reduzir os custos de suporte. A Netomi é confiada por marcas globais de diversos setores, oferecendo um atendimento ao cliente seguro, proativo e preditivo por meio de suporte omnichannel, incluindo e-mail, chat, messaging, SMS, redes sociais, busca e voz. A empresa assegura conformidade com rigorosos padrões de segurança e regulamentações de proteção de dados.

Descrição

• Own customer billing operations from contract setup through invoice generation, delivery, tracking, and issue resolution. • Manage collections workflow and AR follow-up in partnership 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 tools such as Ramp, Brex, Expensify, billing systems, and related workflows. • 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 touches and improve accuracy. • Support contract review from a commercial and financial lens, including pricing, invoicing implications, and approval requirements. • Establish clear ownership and working structure with the existing finance generalist, ensuring accountability is well-defined from day one. • What Success Looks Like in 12 Months: • Billing is timely, consistent, and auditable. • Collections have a clear cadence and AR issues are surfaced early. • Expense and vendor approval workflows are enforced with minimal friction. • Finance systems are cleaner, better adopted, and materially less manual. • The finance team has reliable operating metrics and fewer process fires. • Handoffs between Finance Operations and the existing finance generalist are clearly defined and running smoothly.

🎯 Requisitos

• 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. • Nice to Have: Experience supporting enterprise contracts or usage-based pricing models. • Nice to Have: Experience with data cleanup, finance systems implementation, or workflow automation. • Nice to Have: Exposure to SaaS metrics, revenue recognition concepts, or AI software businesses.

🏖️ Benefícios

• Netomi is an equal opportunity employer committed to diversity in the workplace.