Finance Operations Lead

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🕒 vor 1 Monat

🗽 New York – Remote

🗽 New York – Remote

⏰ Vollzeit

🟠 Senior

💸 Finanzplanung und Analyse (FP&A)

🦅 H1B-Visum-Sponsor

Dieses Unternehmen hat in der Vergangenheit H1B-Visa gesponsert.

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Netomi

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51 - 200 Mitarbeiter

🤖 Künstliche Intelligenz

🏢 Unternehmen

☁️ SaaS

💰 €30.000.000 Series B im 2021-11

Artificial Intelligence • Enterprise • SaaS

Netomi ist ein Unternehmen, das sich auf die Bereitstellung von KI-gestützten Lösungen für die Kundenerfahrung spezialisiert hat. Ihre Plattform Agentic OS ist für den unternehmensweiten Kundenservice konzipiert und integriert sich nahtlos in bestehende Geschäftssysteme. Die Lösungen von Netomi nutzen generative KI und große Sprachmodelle, um über 80 % der Kundenanfragen zu automatisieren, die Kundenzufriedenheit zu erhöhen und die Supportkosten zu senken. Netomi wird von globalen Marken aus verschiedenen Branchen vertraut und bietet durchgängigen, proaktiven und vorausschauenden Kundenservice über Omnichannel-Support, einschließlich E-Mail, Chat, Messaging, SMS, soziale Medien, Suche und Sprache. Das Unternehmen garantiert die Einhaltung strenger Sicherheitsstandards und Datenschutzvorschriften.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

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