Finance & Client Operations Partner

Job Details Growth Operations - Business Operations Denver, CO Hybrid Salary Range: $81,000.00- $99,500.00 What you will do 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. Where you will have impact Customer Account & Subscription Management 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. Sales Contract Processing & Invoice Execution 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. Escalation Ownership & Operational Improvement 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. About our team Lighthouse's Finance Operations function plays a critical role in supporting a fast-moving, global business with operational rigor and customer focus. The team sits close to the commercial engine of the company, helping ensure that contracts, subscriptions, invoicing, and account changes are handled with accuracy, consistency, and care. What's in it for you? 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. Who you are 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. Bachelor's or Master's degree in any field is a plus. Diversity, equity, inclusion, and belonging Thank you for considering a career with Lighthouse. We are committed to fostering a diverse and inclusive workplace that values equal opportunity for all. We welcome candidates from all backgrounds, regardless of age, gender, race, religion, sexual orientation, and disability. Our commitment to equality is part of our culture. If you require reasonable accommodation at any point during the application or interview process, please notify your recruiter. Not ticking every box? No problem! We value diverse backgrounds and unique skill sets, and we encourage individuals from all walks of life to apply. If your experience looks a little different from what we've described, but you're passionate about what we do and are a quick learner, we'd love to hear from you! #J-18808-Ljbffr Insider, Inc.