Why This Job is Featured on The SaaS Jobs
Why this Role is Featured on The SaaS Jobs
Customer Finance is increasingly a core SaaS function as subscription models and usage based pricing make billing accuracy and revenue reporting operationally complex. This role stands out because it sits at the intersection of systems ownership and customer lifecycle governance, with explicit accountability for how contract terms translate into invoices and recognized revenue across a high volume environment.
For SaaS career builders, the long term value is exposure to the mechanics that underpin predictable recurring revenue. Ownership of NetSuite data architecture, audit frameworks, and tool integrations creates fluency in the operational layer of SaaS finance, where process design and automation directly affect cash collection, churn risk, and reporting integrity. The cross functional interface with Sales, Legal, and Customer Success also builds a practical understanding of how SaaS monetization decisions propagate through the business.
The section above is editorial commentary from The SaaS Jobs, provided to help SaaS professionals understand the role in a broader industry context.
Job Description
Job Title: Senior Manager, Customer Finance
Company Overview:
Prompt is revolutionizing healthcare by delivering highly automated and modern software to rehab therapy businesses, the teams within, and the patients they serve. As the fastest-growing company in the space and the new standard in healthcare technology,We strive to attract top talent who share our vision and values. As we continue to grow, we are seeking a proactive and results-driven Senior Manager of Customer Finance to join our dynamic team.
Job Description:
The Senior Manager of Customer Finance is a strategic leadership position that is responsible for the health and efficiency of the company’s entire customer facing financial ecosystem. Beyond a traditional AR position, this role oversees billing accuracy, revenue cycle integrity, and the technical optimization of our financial systems. This role reports directly to the Director of Finance and will lead a high-performing team to ensure that our financial operations scale seamlessly with our rapid growth, acting as the primary bridge between Finance, and the other Departments supporting our customers.
Key Responsibilities:
Revenue Cycle Strategy & Data Architecture
NetSuite Ecosystem Ownership: Manage high-volume data architecture within NetSuite to ensure revenue is captured, billed, and reported accurately.
Revenue Integrity: 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.
Data Hygiene & Auditing: 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.
Process Engineering & Automation Leadership
Efficiency Architect: Act as the primary internal consultant for the Customer Finance team, identifying manual "bottlenecks" and replacing them with automated workflows to drive team scalability.
Digital Transformation: Lead the integration and optimization of tools like Pendo and NetSuite to automate customer communications and billing notifications, reducing manual outreach.
SOP Standardization: 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.
High-Performance Team Leadership
Mentorship & Growth: 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.
Resource Management: Identify departmental gaps (staffing, tools, or training) and work with leadership to resolve them, ensuring the team remains agile as volume increases.
Operational Ownership: While overseeing the department, you will personally own high-complexity billing cycles to maintain a "pulse" on system performance and team requirements.
Cross-Functional Partnership & Governance
Strategic Liaison: 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.
Feedback Loops: Establish a recurring cadence with Senior Leadership across departments to gather feedback on finance support and proactively communicate process changes.
Problem Resolution: Act as the final escalation point for complex customer financial issues, ensuring a "solutions-oriented" approach that balances company policy with customer retention.
Required Qualifications:
Education: Bachelor’s degree in Finance, Accounting, Economics, Mathematics or a related field.
Experience: 5+ years of experience in Accounts Receivable, Billing, or Revenue Operations (senior-level ownership expected).
Technical Mastery: 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.
Process Development and Deployment: 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.
Meticulous Attention to Detail: 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.
Communication: 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.
Perks - What you can expect:
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
Here at Prompt, we are committed to fostering a fair and respectful work environment. As part of this commitment, it is our policy not to hire individuals from Prompt Customers unless they have obtained their current employer's explicit consent. We believe in upholding strong professional relationships and respecting the agreements and commitments our customers have with their employees. We appreciate your understanding and cooperation regarding this policy. If you have any questions or concerns, please don't hesitate to reach out to our People Department.
Prompt Therapy Solutions, Inc is an equal opportunity employer, indiscriminate of race, color, religion, ethnicity, ancestry, national origin, sex, gender, gender identity, sexual orientation, age, marital status, veteran status, disability, medical condition, or any other protected characteristic. We celebrate diversity and are committed to creating an inclusive environment for all employees
Prompt Therapy Solutions, Inc is an E-Verify Employer.
