Finance and Client Operations Partner

What you will do:

The Finance & Client Operations Partner is responsible for managing complex customer accounts, subscriptions, and invoicing processes, with a strong focus on escalation management. This role is centered around proactively optimizing the billing process through automation and strategic collaboration with cross-functional teams, ensuring accuracy and high satisfaction in financial operations while understanding and prioritizing based on business impact.

Where you will have impact:

• Customer Account Management: Oversee and maintain complex customer accounts and subscriptions, ensuring accuracy and timely updates, including managing escalations.
• Sales Contract Processing: Process complex sales contracts and deals, adhering to established guidelines and policies, with a focus on proactive communication with Account Managers and customers.
• Invoice Customization: Modify invoices to align with customer preferences and needs, providing tailored solutions and proactively addressing potential issues.
• Process Improvement: Proactively collaborate with other teams to identify areas for operational enhancement and automation, providing structured suggestions for process improvements.
• Efficient Billing: Focus on streamlining billing processes to improve efficiency and reduce manual efforts, understanding the business impact and prioritizing accordingly.
• Escalation Management: Act as the primary point of contact for complex issues and escalations, driving solutions and communicating effectively with all stakeholders.
• Mentoring & Training: Act as a go-to person for new team members, provide training, and offer guidance on complex cases.

About our team:

At the heart of Lighthouse's success lies a robust and forward-thinking Finance Department. Our finance professionals play a pivotal role in steering the company towards financial safety, ensuring precision in every transaction and strategic decision. We handle the financial accounting of all our entities in house and are proud to have full internal control over the entire financial flow. 

What's in it for you?

• Impactful work: Shape products relied on by 85,000+ users worldwide.
• Competitive compensation: Proactively maintained to value your work.
• Hybrid working environment.
• Flexible time off: Autonomy to manage your work-life balance. 
• 401k matching: Up to 4%.
• Health insurance: Two Blue Cross Blue Shield plans with 99% company contribution to the base plan and 50% for dependents and spouses, plus $25/month to HSA.
• Employer paid Short and Long Term Disability + $50,000 Life Insurance 
• Parental leave: 12 week company paid primary caregiver leave, 3 week company paid secondary caregiver leave, $1,500 new parent bonus, and 4 week flexible return to work plan.
• Wellbeing support: Subsidized up to 80% ClassPass subscription.
• Referral bonuses: Earn rewards for bringing in new talent.

Who you are:

• 2+ years experience in a Finance Operations Role, including escalation management.
• Bachelor or Master's degree is a plus (irrelevant of field).
• Actively participate in the team, taking a senior role.
• Ability to work in an autonomous and responsible way, taking initiative and ownership.
• Work according to precise rules and complete tasks within the set time limit, while also proactively suggesting improvements.
• Excellent organization skills and the ability to prioritize based on business impact.
• Fluent in English, both written and spoken, any other language used within our company network is a plus.
• Strong communication skills to proactively interact with account managers and customers.

In addition to benefits and other Lighthouse total rewards, the annual base salary for this role is $80,000.00 - $90,000.00 USD. We benchmark our salary ranges for new hires in relation to the role, level, and role location; however, we consider a multitude of factors, to include relevant experience, skills, and education/training, to determine compensation within the identified range.