Customer Finance Analyst

Key Responsibilities

• Manage Help Scout and Accounts Receivable processes from start to finish, developing saved replies, custom workflows, and automations to reduce response times and improve efficiency.
• Execute invoicing processes with precision, maintaining 97% or higher billing accuracy.
• Handle complex financial or technical topics with customers, acting as a brand diplomat, and update the team on known product issues.
• Partner with Sales and Success teams for customer education and support; serve as the first responder to flag cross-departmental issues to leadership.
• Identify patterns in support tickets, scope issues, triage outages, and develop training materials for customers and the internal finance team.

What Success Looks Like

• Maintain a pace of 50 responses per day or ensure the inbox hits zero daily.
• Address all finance inquiries in internal channels by end of each business day.
• Maintain at least 97% accuracy for all invoicing.
• Provide daily updates to leadership on ticket status and proactively communicate discrepancies or bottlenecks.
• Take ownership of tasks and continuously enhance them for improved accuracy and efficiency.

Required Qualifications

• Bachelor’s degree in Business, Finance, or a related field.
• 2+ years of experience in Customer Support, Accounts Receivable, and/or Billing.
• Excellent written and verbal communication skills, with ability to distill complex topics and train on new processes.
• Strong Excel/Google Sheets skills; exposure to NetSuite or QuickBooks.
• Resourceful problem-solver who thoroughly thinks through issues and leads on resolving complicated technical or financial hurdles.

Perks and Benefits

• Competitive salaries with potential equity for outstanding performance.
• Remote/hybrid environment.
• Flexible PTO.
• Company-wide sponsored lunches.
• Company paid disability, life insurance, family and medical leave.
• Medical, dental, and vision insurance.
• Discounted pet insurance, FSA/DCA, commuter benefits.
• 401k.
• Complimentary digital fitness classes, wellness content, and recovery suite at HQ.