The Role
The Finance Operations Lead will oversee customer billing, collections, finance processes, and improve operations through automation. They will implement workflows and maintain customer service standards while collaborating with accounting teams.
Summary Generated by Built In
About the Company:
Netomi is the leading agentic AI platform for enterprise customer experience. We work with the largest global brands like Delta Airlines, MetLife, MGM, United, and others to enable agentic automation at scale across the entire customer journey. Our no-code platform delivers the fastest time to market, lowest total cost of ownership, and simple, scalable management of AI agents for any CX use case. Backed by WndrCo, Y Combinator, and Index Ventures, we help enterprises drive efficiency, lower costs, and deliver higher quality customer experiences.
Want to be part of the AI revolution and transform how the world’s largest global brands do business? Join us!
About the Role:
Netomi is looking for a Finance Operations leader to own the day-to-day machinery that turns contracts into invoices, invoices into cash, and policies into disciplined execution. This role sits at the intersection of finance, operations, systems, and customer execution.
The right candidate is process-oriented, highly organized, and comfortable building structure where structure does not yet exist. They will step into an environment with an existing finance generalist and will be expected to establish clear ownership boundaries, absorb and uplevel that function over time, and build a team that operates with consistency and minimal firefighting.
This person should be equally comfortable troubleshooting a billing edge case, tightening an approval workflow, and implementing automation that reduces manual work.
Responsibilities:
- 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.
- 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.
What Success Looks Like in 12 Months:
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.
- Experience with data cleanup, finance systems implementation, or workflow automation.
- Exposure to SaaS metrics, revenue recognition concepts, or AI software businesses.
Disclaimer: For all United States-based applicants, please note that Netomi participates in E-Verify for the purpose of work authorization. More information on E-verify can be found here and here.
Netomi is an equal opportunity employer committed to diversity in the workplace. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, disability, veteran status, and other protected characteristics.
Skills Required
- 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
- Detail-oriented and operationally rigorous, with strong follow-through and customer judgment
- Excellent cross-functional communication skills
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The Company
What We Do
Netomi is an AI-first customer service platform that enables companies to deliver the highest quality customer experiences while significantly reducing cost. Netomi's Relationship Operating System automatically resolves up to 80% of routine customer service inquiries, decreasing resolution time, and increasing customer satisfaction and support quality. The patented, no-code platform works across messaging, chat, email and voice, and understands 100+ languages. Netomi is based in San Francisco and has offices in New York and India.
