财务运营负责人
Finance Operations Lead
关于公司：
Netomi 是企业客户体验领域的领先代理型 AI 平台。我们与 Delta Airlines、MetLife、MGM、United 等全球顶级品牌合作，实现整个客户旅程中代理型自动化的规模化。我们的无代码平台提供最快的产品上市时间、最低的总体拥有成本，并为任何 CX 场景提供简单且可扩展的 AI 代理管理。由 WndrCo、Y Combinator 和 Index Ventures 投资，我们帮助企业在效率、成本降低和提升客户体验质量方面取得进展。
想要成为人工智能革命的一部分，改变全球最大品牌做生意的方式吗？加入我们！
职位描述：
Netomi 正在寻找一位财务运营负责人，负责将合同转化为发票、发票转化为现金、政策转化为有纪律的执行的日常运作。该职位位于财务、运营、系统和客户执行的交汇点。
合适的候选人应具备流程导向思维，高度组织化，并能够在一个尚未建立结构的环境中构建结构。他们将进入一个已有的财务全能岗位，并期望逐步建立清晰的职责边界，吸收并提升该职能，同时打造一支运作一致、减少紧急处理的团队。
此人应同样擅长解决计费边缘案例、优化审批流程，并实施减少手动工作的自动化方案。
职责：
- 负责从合同设置到发票生成、交付、跟踪及问题解决的客户计费运营。
- 与客户经理合作管理收款流程和应收账款跟进，同时保持专业的客户体验。
- 建立并改进财务运营流程，涵盖费用管理、供应商入职、审批、采购控制和支付操作。
- 与会计团队合作，确保交易正确地进入账簿并完成月度结账。
- 管理和优化核心工具，如 Ramp、Brex、Expensify、计费系统及相关流程。
- 编写标准操作流程（SOP），定义交接流程，并创建计费及时性、收款、供应商周转和流程质量的 KPI 仪表盘。
- 识别并实施自动化机会，减少人工干预并提高准确性。
- 从商业和财务角度支持合同审查，包括定价、开票等。
查看英文原文
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.
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.
- 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.
Originally posted on Himalayas