Customer Finance Analyst

Responsibilities

• Manage Help Scout and Accounts Receivable processes from start to finish
• Develop saved replies, custom workflows, and automations to boost efficiency
• Execute invoicing processes with high precision to maintain billing accuracy
• Explain complex financial or technical topics to customers with tact
• Partner with Sales and Success teams for customer education and support
• Identify patterns in support tickets to scope issues and triage outages
• Provide daily updates to leadership on ticket status and workflow bottlenecks

Requirements

• Bachelor's degree in Business, Finance, or a related field
• 2+ years of experience in Customer Support, Accounts Receivable, or Billing
• Excellent written and verbal communication skills
• Developed Excel or Google Sheets skills
• Exposure to NetSuite or QuickBooks
• Strong problem-solving and resourcefulness

Benefits

• Competitive salaries
• Potential equity compensation
• Flexible PTO
• Medical, dental, and vision insurance
• Company paid disability and life insurance
• Company paid family and medical leave
• 401k
• Discounted pet insurance
• FSA/DCA and commuter benefits
• Digital fitness and wellness subscriptions

About the Company

Prompt is revolutionizing healthcare by delivering highly automated and modern software to rehab therapy businesses, the teams within, and the patients they serve.