Finance Operations Lead

Job not on LinkedIn

🕒 April 20

🗽 New York – Remote

🗽 New York – Remote

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Netomi

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤖 Artificial Intelligence

🏢 Enterprise

☁️ SaaS

💰 $30M Series B on 2021-11

Artificial Intelligence • Enterprise • SaaS

Netomi is a company that specializes in providing AI-powered customer experience solutions. Their platform, known as Agentic OS, is designed for enterprise-scale customer service and integrates seamlessly with existing business systems. Netomi's solutions leverage generative AI and large language models to automate over 80% of customer inquiries, enhance customer satisfaction, and reduce support costs. Netomi is trusted by global brands across various industries, offering secure, proactive, and predictive customer care through omnichannel support, including email, chat, messaging, SMS, social media, search, and voice. The company ensures compliance with stringent security standards and data protection regulations.

📋 Description

• 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.

🎯 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. • 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.

🏖️ Benefits

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