Prompt - Customer Finance Analyst
Requirements
• 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. • 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.
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.
Benefits
• Competitive salaries • Remote/hybrid environment • Potential equity compensation for outstanding performance • 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 • 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.
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