Why This Job is Featured on The SaaS Jobs
This Customer Finance Analyst role sits at a common SaaS intersection where revenue operations meets day to day customer problem solving. In a subscription business, billing accuracy, clear invoicing, and responsive issue resolution directly influence retention and trust, making the finance inbox a real operating system rather than a back office queue. The listing also signals a product-led support environment through its use of Help Scout and workflow automation.
For a SaaS career, the role builds practical fluency in how recurring revenue behaves across the customer lifecycle. Managing accounts receivable alongside technical and billing questions creates exposure to the mechanics behind churn drivers, payment friction, and the operational signals that surface in ticket patterns. The emphasis on saved replies, automations, and measurable accuracy targets aligns with the process discipline that scales across SaaS finance, support ops, and revenue operations paths.
This position suits professionals who like structured throughput, crisp written communication, and ownership of end to end workflows. It will fit someone comfortable translating between customers and internal teams, and who prefers improving systems through repeatable templates, triage habits, and careful reconciliation over purely ad hoc troubleshooting.
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: Customer Finance Analyst
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 Talent Acquisition Specialist to join our dynamic team.
Job Description:
We are seeking a high-performingCustomer Finance Analyst to join our team. This role is the backbone of our customer experience, balancing the tasks of technical support and financial operations. You will be responsible for managing the end-to-end customer journey in Help Scout, overseeing Accounts Receivable workflows, invoicing, and ensuring our billing processes maintain the highest standards of accuracy. The ideal candidate is a proactive problem-solver who thrives on efficiency, clear communication, and the constant drive to improve the way we serve our clients.
Key Responsibilities:
Customer Experience Ownership: Manage Help Scout and Accounts Receivable processes from start to finish. You’ll develop saved replies, custom workflows, and automations to slash response times and boost efficiency.
Financial Integrity: Execute invoicing processes with extreme precision, maintaining a 97% or higher billing accuracy rate.
Strategic Communication: Act as a diplomat for the brand, handling interpersonal situations with tact. You will explain complex financial or technical topics to customers and keep the team updated on known product issues.
Cross-Departmental Collaboration: Partner with Sales and Success teams to handle customer education and support. You’ll be the "first responder" who flags issues with cross-departmental consequences to leadership.
Continuous Improvement: Proactively identify patterns in support tickets to scope issues, triage outages, and develop training materials for both customers and our internal finance team.
What Success Looks Like
We measure success through clear, objective outcomes. In this role, you will be expected to:
Drive Volume: Maintain a pace of 50 responses per day (or ensure the inbox hits zero daily).
Stay Responsive: Address all finance inquiries in internal channels by the end of each business day.
Ensure Precision: Maintain at least 97% accuracy for all invoicing.
Report & Escalate: Provide daily updates to leadership on ticket status and proactively communicate any discrepancies or workflow bottlenecks.
Iterate & Improve: Take ownership of the tasks assigned to you and enhance them to ensure accuracy & efficiency is improving with every cycle.
Required Qualifications:
Education: Bachelor’s degree in Business, Finance, or a related field.
Experience: 2+ years of experience in Customer Support, Accounts Receivable, and or Billing.
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.
Technical Skills: DevelopedExcel/Google Sheets skills and exposure to NetSuite or QuickBooks
Resourcefulness/Problem Solving: You use all the resources available to you while thoroughly thinking through problems to provide solutions for our customers and take the lead on resolving complicated technical or financial hurdles.
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
Complimentary subscription to digital fitness classes and wellness content
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 Health is an E-Verify Employer.
