Background
Our client is an established, fast-growing healthcare technology company providing mission-critical software that healthcare professionals rely on every day. Its platform supports core functions including practice management, billing, scheduling, and payments.
With new leadership, fresh growth capital, and ambitious plans for the next stage of growth, the company is at an inflection point. This is not an early-stage startup—it is an established market leader focused on long-term value creation and building the team, product, and infrastructure needed to support continued growth.
We’re looking for a Finance Operations Specialist to join the team in Austin.
The Role
- You are the person a customer calls when the invoice does not look right, and the person who calls them when the invoice has not been paid.
- This role owns accounts receivable end to end: fielding billing questions from subscription customers, running collections, and serving as the escalation point when a billing issue turns complicated, emotional, or expensive. You’ll also own the reconciliations that keep the revenue picture honest, tying billing back to Salesforce so reported ARR is accurate and checking vendor and customer invoices so nobody is getting billed for something they did not agree to.
- You’ll work closely with finance leadership to support the finance function and broader operational priorities. That means you’ll also get pulled into whatever the function needs: accounts payable, coding transactions to the right account and department, month-end schedules, reconciliations, and the analysis nobody planned for.
- The revenue cycle is your anchor. On a finance team this size, though, the useful people are the ones who can take an unfamiliar piece of the close and hand it back finished.
- This is not a queue-clearing seat where you send templated past-due notices and hope. It is not a collections script, either.
- The right person would rather have one uncomfortable five-minute phone call than send a fourth polite email that changes nothing. You can hold a firm line on a balance without torching a relationship that took years to build, and you can tell the difference between a customer who cannot pay, a customer who is disputing something real, and a customer who is stalling.
- When Support, Customer Success, or Sales hits a billing problem they cannot solve, it comes to you first. You settle what you can settle, and when something needs a decision above your level, it gets there fast with the account history and your recommendation already attached.
- Billing here is already semi-automated. Dunning goes out through the company’s payment processor, and AI agents built in-house draft replies to customer billing questions. That machinery works, and it is nowhere near as good as it is going to be.
- You’ll be the person closest to its output, which makes you the person best positioned to improve it: tuning what the agents send, catching where they get it wrong, and pushing more of the routine volume into them so your time goes to the accounts and conversations that need a human.
What Success in This Role Looks Like
- You’ve become the front door for billing, and customers notice. Inquiries get a real answer fast, disputes get resolved instead of aging, and customers stop having to ask twice.
- You can tell the story behind every material dollar in the aging report. Past-due balances have been collected, put on a plan, or written off with a reason attached. Nothing sits at 120 days with “unknown” as its status.
- Collections is a process, not a scramble. There is a documented cadence, a clear escalation path, and a defined point where a friendly reminder becomes a hard conversation.
- You’re the first call, and the right things move up. Support, Customer Success, and Sales bring billing problems to you and get a fast answer on the ones you can settle. The rest reach the person who can decide them early, with context attached.
- ARR is a number leadership can quote without hedging. Billing ties to Salesforce every month, and differences get chased down to the account.
- Nobody gets billed wrong in either direction. Vendor invoices get checked against what the company agreed to pay, customer invoices get checked against what they signed up for, and the variances you find get fixed instead of absorbed.
- The billing agents get better because you’re the one using them. You know where automated dunning lands wrong and which drafted replies still need a human, and you tune them instead of working around them.
- You’re the person the finance team hands things to. AR ties, cash application is current, bills get coded to the right account and department the first time, and when someone hands you a schedule or reconciliation, it comes back finished.
Qualifications
- 2+ years owning accounts receivable, collections, or customer-facing billing operations. You have carried an aging report, made the calls yourself, and been accountable for cash landing in the bank—not just for sending the invoice.
- A track record of collecting without damaging the relationship. You have walked a customer through a disputed charge, held the line on the balance, and kept them as a customer afterward.
- Hands-on reconciliation experience. You have had two systems disagree and been the one who figured out which was wrong. Subscription-to-invoice tie-outs, bank recs, vendor statement reviews, CRM-to-billing comparisons—any of it counts, as long as explaining the variance was your job.
- Exposure to the full transaction cycle, not just the receivable side. You have entered bills, coded spend to the right account and department, and understand why that coding matters to whoever reads the P&L at month end.
- Judgment about when to push, when to escalate, and when to stop. You know which account needs a payment plan, which needs someone more senior on the phone, and which needs to be written off so everyone can move on.
- Active experimentation with AI, plus the instinct to improve a tool rather than route around it. The company already uses AI agents for dunning and drafting billing replies. You’ll be closest to their output, which means noticing when they get it wrong and having a point of view on the fix.
- Strong Excel skills. Pivot tables, lookups, and clean formula logic. You can build an aging analysis someone else can actually follow.
- Comfort working inside the accounting system, not just reporting out of it. When a reconciliation breaks because the accounting system is wrong, you’re comfortable getting into the system and fixing it. Hands-on experience with QuickBooks Online or a comparable GL is a strong plus.
- Clear, direct writing and speaking. Your emails get read and answered. Your calls do not require a second call to clarify what you meant.
- SaaS or healthcare technology exposure is a plus but not required.
Personal Attributes
- Warm on the phone, immovable on the number. You can be genuinely kind to a customer having a rough week and still get the balance paid this month. Pleasant is not the same as pushover.
- Picks up the phone. Email is where past-due balances go to hide. You would rather make the call today than send three more messages.
- Escalates early, with a recommendation attached. You don’t forward a problem with “please advise,” and you don’t sit on a hard one for two weeks trying to be a hero. You do the work, form a view, and bring it up while there are still options.
- Sorts by dollars, not by tidiness. You can tell a small variance from a material one, and you spend your time accordingly.
- Allergic to doing it twice. The third time you run the same manual follow-up, it bothers you enough that you go fix it.
- Low ego, high urgency. You’ll chase down an invoice and rebuild the aging report in the same afternoon, and neither one is beneath you.
Benefits
- Competitive compensation based on experience
- Health, dental, and vision benefits
- Hybrid work flexibility with in-office collaboration in Austin
- 401(k) with matching company contribution
- Flexible PTO policy
- Ground-floor opportunity in a well-funded, fast-growing healthcare technology company
Pay: $50,000.00 - $65,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Vision insurance
Work Location: Hybrid remote in Austin, TX 78726
