Senior Manager, Customer Finance Job at Prompt

Job Description

The Senior Manager of Customer Finance is a strategic leadership position that is responsible for the health and efficiency of the company’s entire customer facing financial ecosystem. Beyond a traditional AR position, this role oversees billing accuracy, revenue cycle integrity, and the technical optimization of our financial systems. This role reports directly to the Director of Finance and will lead a high-performing team to ensure that our financial operations scale seamlessly with our rapid growth, acting as the primary bridge between Finance, and the other Departments supporting our customers.

Job Responsibility

Revenue Cycle Strategy & Data Architecture: Manage high-volume data architecture within NetSuite to ensure revenue is captured, billed, and reported accurately
Revenue Integrity: Develop a deep understanding of the end-to-end revenue generation cycle. Ensure that what is promised in Sales contracts is accurately reflected in billing and tracked properly in the data sets
Data Hygiene & Auditing: Implement a "Zero-Error" framework through regular system audits. Deliver post-billing accuracy reports that identify root causes of discrepancies and implement permanent systemic fixes
Process Engineering & Automation Leadership: Act as the primary internal consultant for the Customer Finance team, identifying manual "bottlenecks" and replacing them with automated workflows to drive team scalability
Digital Transformation: Lead the integration and optimization of tools like Pendo and NetSuite to automate customer communications and billing notifications, reducing manual outreach
SOP Standardization: Oversee the creation and maintenance of a robust "Knowledge Base" in Notion/HelpScout, ensuring all Customer Finance processes are documented for business continuity and training
High-Performance Team Leadership: Continue developing the Customer Finance team into a high-output unit by providing dedicated coaching, identifying individual growth paths, and setting clear KPIs for performance
Resource Management: Identify departmental gaps (staffing, tools, or training) and work with leadership to resolve them, ensuring the team remains agile as volume increases
Operational Ownership: While overseeing the department, you will personally own high-complexity billing cycles to maintain a "pulse" on system performance and team requirements
Cross-Functional Partnership & Governance: Build and maintain high-level partnerships with Sales, Legal, Customer Success (CS), and Internal Finance. Ensure finance policies are understood and followed across the customer lifecycle
Feedback Loops: Establish a recurring cadence with Senior Leadership across departments to gather feedback on finance support and proactively communicate process changes
Problem Resolution: Act as the final escalation point for complex customer financial issues, ensuring a "solutions-oriented" approach that balances company policy with customer retention

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Mathematics or a related field
5+ years of experience in Accounts Receivable, Billing, or Revenue Operations (senior-level ownership expected)
Advanced proficiency in NetSuite and QuickBooks
Expert Excel/Google Sheets skills- must be comfortable with complex formulas, pivot tables, and data modeling to identify trends or errors
A proven track record of taking manual or broken processes and rebuilding them to be an efficient and effective process that was then trained on to ensure all team members can execute on that new workflow
A demonstrated ability to catch even the smallest error as well as the skillset to connect data sets across platforms and ensure all data points are accurate and connectable
Excellent written and verbal communication skills that display the ability to distill complex topics into digestible insights for stakeholders- including the ability to train on new processes

What we offer

Competitive salaries
Remote/hybrid environment
Potential equity compensation for outstanding performance
Flexible PTO
Company-wide sponsored lunches
Company paid disability and life insurance benefits
Company paid family and medical leave
Medical, dental, and vision insurance benefits
Discounted pet insurance
FSA/DCA and commuter benefits
401k
Credits for online fitness classes/gym memberships
Recovery suite at HQ – includes a cold plunge, sauna, and shower

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Senior Manager, Customer Finance

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