Finance & Client Operations Partner

Lighthouse • Denver, CO

6d • Hybrid

About The Position

Lighthouse is seeking a detail-oriented, proactive Finance & Client Operations Partner to support complex customer billing and subscription operations with a strong focus on accuracy, escalation management, and continuous improvement. This role is ideal for someone who thrives at the intersection of finance, client operations, and cross-functional collaboration — and who knows how to keep high-impact processes running smoothly while delivering a strong customer experience. You will manage complex customer accounts, process nuanced sales contracts, customize invoicing based on customer needs, and serve as a key point of contact for escalations. Along the way, you will help optimize billing workflows through automation-minded thinking and structured collaboration with internal stakeholders.

Requirements

• 4+ years of experience in a Finance Operations role, including hands-on exposure to escalation management.
• Strong ability to work autonomously and responsibly, taking initiative and ownership of tasks from start to finish.
• Demonstrated ability to make decisions under ambiguity — you are comfortable forming a view and acting on it without waiting for all the answers.
• Hands-on experience with our tech stack: Salesforce, NetSuite, Upflow, Gainsight, and Google Suite.
• Excellent organizational skills, with the ability to manage detail-heavy work and prioritize effectively based on business impact.
• Confidence working within defined processes, rules, and timelines while also identifying opportunities to improve them.
• Strong written and verbal communication skills, with the ability to interact proactively and professionally with customers and internal teams.

Nice To Haves

• Bachelor's or Master's degree in any field is a plus.

Responsibilities

• Oversee and maintain complex customer accounts and subscriptions, ensuring records are accurate, current, and aligned with contractual requirements.
• Manage updates across billing-related workflows with a high level of precision, especially in cases involving non-standard structures or customer-specific needs.
• Act as a trusted operational partner in resolving account issues efficiently while maintaining a strong customer-centric mindset — making calls independently when the situation demands it.
• Help ensure financial operations support both internal accuracy and external satisfaction.
• Process complex sales contracts and deals in accordance with established policies, timelines, and internal controls.
• Review deal details carefully and coordinate proactively with Account Managers and relevant stakeholders to clarify requirements before execution.
• Customize invoices to reflect customer preferences and agreed-upon billing structures where applicable.
• Anticipate billing risks or inconsistencies early and take action to prevent downstream issues — using good judgment to move forward even when information is incomplete.
• Serve as the primary point of contact for complex billing issues and escalations, driving timely resolution and clear communication across stakeholders.
• Prioritize tasks and decisions based on business impact, balancing urgency, accuracy, and customer experience — deciding independently when clear direction isn’t available.
• Partner cross-functionally to identify opportunities for process enhancement, standardization, and automation within billing and finance operations.
• Provide structured recommendations that reduce manual effort and improve efficiency over time.
• Support onboarding of new team members by sharing knowledge, offering guidance on complex cases, and acting as a go-to resource within the team.

Benefits

• 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 75% for dependents and spouses, plus $25/month to HSA.
• Vision and Dental Insurance: Dental Buy-up plan option, 50% company contributions to premiums for both employees, dependents and spouses for both.
• Employee Assistance Program: 100% confidential and free.
• Employer paid Short Term Disability + $50,000 Life Insurance
• Parental leave: 12 weeks of company paid primary caregiver leave, 3 weeks of company paid secondary caregiver leave, $1,500 new parent bonus, and 4 week flexible return to work plan.
• Wellbeing support: Subsidized ClassPass subscription.
• Referral bonus: Earn rewards for bringing in new talent.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed