LegalOn Technologies · 5 hours ago
Finance Operations Associate
San Francisco, CA
Full-time
Onsite
Entry Level
$21/hr - $37/hr
2+ years expLegalOn Technologies is seeking a detail-oriented finance professional to support their Sales and Customer teams with billing, invoicing, and accounts receivable operations. The role involves ensuring timely and accurate invoicing, managing collections, and responding to customer inquiries.
Artificial Intelligence (AI)LegalLegal TechNatural Language ProcessingSoftwareTask Management
Hiring Manager
Will Chartain
Responsibilities
Create, review, and issue customer invoices based on sales contracts and deal terms
Ensure invoices align with pricing, payment terms, and revenue schedules
Coordinate with Sales and Customer Success to resolve billing discrepancies
Serve as the primary point of contact for customer questions related to invoices, payments, and account balances
Maintain accurate AR records and monitor outstanding balances
Apply customer payments and reconcile discrepancies
Manage collections outreach in a professional, customer-friendly manner
Track overdue invoices and follow up according to established timelines
Escalate issues internally when payment delays require Sales or leadership involvement
Use HubSpot to track AR activities, log customer interactions, and manage workflows related to collections and account status
Partner closely with Sales and Customer Success to coordinate account communications, renewal timing, contract terms, and customer expectations related to billing
Ensure handoffs between Finance, Sales, and CS are clear, timely, and documented to reduce payment friction
Contribute to process improvements in HubSpot, including templates, sequences, tasks, and reporting to improve AR visibility and outcomes
Prepare weekly AR updates, including aging summaries, high-risk accounts, dispute status, and collection forecasts
Support month-end close activities related to AR, including reconciliations and reporting
Maintain compliance with internal controls and ensure AR records are accurate, complete, and audit-ready
Qualification
Required
2+ years of experience in accounts receivable, billing, and/or collections
Proficiency in HubSpot, including documenting activities, managing tasks, and using reports/dashboards (and/or CRM-based workflows supporting AR)
Strong ability to coordinate cross-functionally with Sales and Customer Success teams
High attention to detail, strong follow-through, and excellent organizational skills
Professional written and verbal communication skills; comfortable discussing payment status with customers
Intermediate Excel/Google Sheets skills (filters, pivots, lookups preferred)
Preferred
Experience in SaaS, subscription billing, or B2B services environments
Comfort building or improving HubSpot sequences, templates, and workflows to streamline outreach
Experience with accounting systems and payment platforms
Company
LegalOn Technologies
LegalOn Technologies is an AI platform helping lawyers improve corporate legal operations efficiency with advanced legal AI tools.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$200.34MKey Investors
Goldman Sachs Growth EquitySoftBank Vision FundWorld Innovation Lab
2025-07-24Series E· $50M
2022-06-23Series D· $101.61M
2021-02-17Series C· $25.51M
Recent News
LegalTech Breakthrough
2025-11-14
2025-11-05
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