Finance Operations AssociateLegalOn Technologies • San Francisco, CA, US
Finance Operations Associate
LegalOn Technologies • San Francisco, CA, US
23 days ago
Job type
- Full-time
- Part-time
Job descriptionServe 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. 2+ years of experience in accounts receivable, billing, and / or collections. HubSpot CRM experience ( Mandatory hands-on experience — including documenting activities, managing tasks, and using reports / dashboards to support AR and billing workflows.) 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). 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.
Job Description
Job Description
Why LegalOn
LegalOn is a global leader in AI for in-house legal teams. We help corporate counsel guide, govern, and grow their businesses with speed and sound judgement. By combining trusted legal expertise with agentic AI that adapts to each customer’s policies and practices, LegalOn delivers the first productivity platform for everyday legal work across contracting, counseling, and governance.
Trusted by 7,500+ organizations worldwide and growing quickly, LegalOn is backed by $200 million from leading investors, including Goldman Sachs and SoftBank. With headquarters in San Francisco and Tokyo, and teams in London, Munich, and Singapore, LegalOn supports businesses of all sizes, across industries and languages.
We are building the most trusted and beloved brand in legal technology, and we want ambitious and driven individuals to join us. If you are eager to grow your career through performance, capability, and impact, you will thrive at LegalOn.
Role Overview
We are seeking a detail-oriented finance professional to support our Sales and Customer teams with billing, invoicing, and accounts receivable operations. This role will play a critical part in ensuring timely and accurate invoicing, responding to customer billing inquiries, and managing collections. The ideal candidate is highly organized, customer-focused, and experienced using HubSpot (CRM and / or billing-related workflows) to manage account status, follow up on receivables, and improve collection outcomes. The position is currently part-time, with responsibilities and hours that could grow to become full-time.
Responsibilities
Billing & Invoicing
- 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
Accounts Receivable & Customer Support
Collections
Sales and Customer Success Enablement Support
Reporting & Controls
Required Qualifications
Preferred Qualifications
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Finance Operations Associate • San Francisco, CA, US
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