Finance Operations Specialist

Crystal Practice Management • Austin, TX

2d • Hybrid

About The Position

This role is responsible for Crystal’s accounts receivable end-to-end, including fielding billing questions from customers, managing collections, and serving as the escalation point for complex billing issues. The position also involves reconciliations to ensure revenue accuracy, verifying vendor and customer invoices, and supporting the broader finance function with tasks such as accounts payable, transaction coding, month-end close, and ad-hoc analysis. The role requires a proactive approach to collections, preferring direct communication over templated notices, and the ability to balance firm collection practices with relationship management. A key aspect of the role involves improving the existing semi-automated billing processes, including tuning AI agents and identifying areas for enhancement. The specialist will also be responsible for the reconciliation between billed amounts and Salesforce data, making corrections in QuickBooks when necessary and documenting CRM data issues for the Sales Operations team.

Requirements

• 2+ years owning accounts receivable, collections, or customer-facing billing operations.
• Experience carrying an aging report, making collection calls, and being accountable for cash collection.
• Proven track record of collecting payments without damaging customer relationships.
• Hands-on reconciliation experience, including resolving discrepancies between systems.
• Experience with subscription-to-invoice tie-outs, bank reconciliations, vendor statement reviews, or CRM-to-billing comparisons.
• Exposure to the full transaction cycle, including entering bills and coding spend.
• Judgment in determining when to push, escalate, or write off balances.
• Experience with AI tools, specifically improving their output rather than working around them.
• Proficiency in Excel, including pivot tables, lookups, and formula logic.
• Comfort working inside an accounting system, such as QuickBooks Online or a comparable GL.
• Clear, direct writing and speaking skills.
• Willingness to learn QuickBooks Online or a comparable GL quickly.

Nice To Haves

• SaaS or healthcare technology exposure.
• Salesforce and comparable CRM exposure.

Responsibilities

• Own accounts receivable end-to-end, including customer billing inquiries and collections.
• Serve as the escalation point for complex or sensitive billing issues.
• Perform reconciliations to ensure revenue accuracy, including tying billing to Salesforce and verifying vendor and customer invoices.
• Support the finance function with accounts payable, transaction coding, month-end close activities, and ad-hoc analysis.
• Improve existing semi-automated billing processes, including tuning AI agents and identifying areas for enhancement.
• Reconcile billed amounts with Salesforce data and make corrections in QuickBooks as needed.
• Document and hand off CRM data issues to Sales Operations.
• Manage collections processes, including establishing documented cadences and escalation paths.
• Ensure vendor invoices are checked against agreed-upon amounts and customer invoices against signed agreements.
• Collaborate with Support, Customer Success, and Sales teams on billing issues.

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

What This Job Offers

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