Finance Operations Specialist

Every day, over 10,000 eye care professionals log into Crystal PM’s software before they see their first patient. We’re the operating system behind independent eyecare — the EHR, practice management, billing, scheduling, and payments platform that keeps these practices running smoothly.

With new leadership, fresh growth capital from top-tier software and search fund investors, and a clear runway to $35mm+ in ARR, Crystal is at an inflection point. We’re not a startup – we’re a market leader focused on long-term value creation. That means building the team, the product, and the go-to-market engine to execute on our ambitious goals.

We’re assembling a team that matches the opportunity. If that sounds like your kind of challenge, we’d like to hear from you.

You are the person a practice calls when the invoice does not look right, and the person who calls them when the invoice has not been paid. This role owns Crystal’s accounts receivable end to end: fielding billing questions from Crystal’s subscription customers, running collections, and serving as the escalation point when a billing issue turns complicated, emotional, or expensive. You also own the reconciliations that keep the revenue picture honest, tying billing back to Salesforce so reported ARR is accurate, and checking vendor invoices and customer invoices so nobody is getting billed for something they did not agree to.

You report jointly to the VP of Finance and the incoming Finance Operations and AI Automation Lead, working closely with both to support the finance function and broader operational priorities, who will pull you into whatever the function needs: accounts payable, coding transactions to the right account and department, month-end schedules, reconciliations, and the analysis nobody planned for. The revenue cycle is your anchor.

On a finance team this size, though, the useful people are the ones who can take an unfamiliar piece of the close and hand it back finished. You will not be doing it alone: there are people above you who expect to be pulled into the hard calls, and using them early is the job working correctly, not a sign you are struggling.

This is not a queue-clearing seat where you send templated past‑due notices and hope. It is not a collections script, either. The right person would rather have one uncomfortable five‑minute phone call than send a fourth polite email that changes nothing. You can hold a firm line on a balance without torching a relationship that took years to build, and you can tell the difference between a customer who cannot pay, a customer who is disputing something real, and a customer who is stalling.

When Support, Customer Success, or Sales hits a billing problem they cannot solve, it comes to you first. You settle what you can settle, and when something needs a decision above your level, it gets there fast with the account history and your recommendation already attached.

Billing here is already semi‑automated. Dunning goes out through our payment processor without anyone pressing a button, and AI agents built in‑house draft replies to customer billing questions. That machinery works, and it is nowhere near as good as it is going to be. You will be the person closest to its output, which makes you the person best positioned to improve it: tuning what the agents send, catching where they get it wrong, and pushing more of the routine volume into them so your time goes to the accounts and conversations that need a human.

One thing nobody owns today is the tie‑out between what customers are billed and what Salesforce says they pay. When that breaks and the problem is on the accounting side, you make the correction in Quick Books rather than passing it along, checking the entry…