Netomi
Finance Operations Lead
New York
Work authorization requiredDetected 95 days ago
Agentic AICRMAccountingExcelContract ManagementCadenceAR/VRCommunicationOrganizational Skills
About the role
- This role sits at the intersection of finance, operations, systems, and customer execution.
- 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.
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.
- Demonstrated ability to step into an environment with existing team members and establish clarity on roles and ownership.
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.
Company info
- 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?
Equal opportunity
- For all United States-based applicants, please note that Netomi participates in E-Verify for the purpose of work authorization.
- We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, disability, veteran status, and other protected characteristics.
Visa & Work Authorization
- Disclaimer: For all United States-based applicants, please note that Netomi participates in E-Verify for the purpose of work authorization.
This listing is sourced directly from Netomi's careers page and normalized into a canonical job model.