Prompt Therapy Solutions Inc

Senior Manager, Customer Finance

Prompt Therapy Solutions Inc

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $130,000 - $150,000 per year

Job Level

Senior

About the role

  • Manage high-volume data architecture within NetSuite to ensure revenue is captured, billed, and reported accurately.
  • 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.
  • 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.
  • Act as the primary internal consultant for the Customer Finance team, identifying manual "bottlenecks" and replacing them with automated workflows to drive team scalability.
  • Lead the integration and optimization of tools like Pendo and NetSuite to automate customer communications and billing notifications, reducing manual outreach.
  • 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.
  • 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.
  • Identify departmental gaps (staffing, tools, or training) and work with leadership to resolve them, ensuring the team remains agile as volume increases.
  • While overseeing the department, you will personally own high-complexity billing cycles to maintain a "pulse" on system performance and team requirements.
  • 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.
  • Establish a recurring cadence with Senior Leadership across departments to gather feedback on finance support and proactively communicate process changes.
  • 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.
Benefits
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data architecturerevenue generation cyclesystem auditsautomated workflowsbilling cyclesdata modelingcomplex formulaspivot tableserror detectionprocess optimization
Soft Skills
coachingteam scalabilityproblem-solvingcommunicationtrainingleadershipagilitypartnership buildingfeedback gatheringsolutions-oriented