Leads financial planning, forecasting, modeling, and strategic analysis for the Sales organization in a high-growth SaaS environment. Partners with senior GTM leaders on investment strategy, sales capacity, deal support, headcount planning, and revenue growth.
160k – 195k/yr
Hybrid6+ YOEFinance & Accounting
About the role
Responsibilities
Financial Planning & Forecasting
Own the financial model, annual planning, quarterly forecasting, and ARR/bookings reporting across all Sales functions, segmented by go-to-market motion (mid-market and enterprise).
Strategic Business Partnership
Partner directly with the CRO, VP of Business Development, VP of Revenue Operations, and other GTM leaders.
Evaluate investment opportunities, sales capacity, pipeline coverage, and account executive unit economics.
Drive efficiency across mid-market and enterprise segments.
Headcount and Capacity Planning
Collaborate with People, Operations, and Analytics teams on headcount planning, organizational scaling, territory design, and quota allocation.
Dashboards and Systems Optimization
Partner with the BI team to deliver executive-facing dashboards.
Refine data governance and automate planning workflows across financial systems.
Requirements
6+ years of experience in strategic finance, FP&A, consulting, or investment banking.
Direct experience supporting GTM or Sales organizations in high-growth SaaS environments.
Deep understanding of SaaS metrics, including ARR, net retention rate, LTV/CAC, sales capacity, pipeline hygiene, and incentive compensation structures.
Proven ability to influence senior leadership and translate complex financial data into actionable guidance for non-finance stakeholders.
Advanced financial modeling skills and hands-on proficiency with Excel.
Bachelor's degree in Finance, Accounting, Economics, or a related field.
Nice-to-Haves
Experience with FP&A platforms such as Anaplan, Adaptive, or Planful.
Experience with Salesforce, NetSuite, and BI tools such as Looker, Tableau, or Power BI.
Familiarity with AI tools, automated data workflows, or advanced analytics for improving FP&A efficiency, accelerating data analysis, and automating forecasting.
MBA or advanced degree.
Compensation and Benefits
Base salary: $160,000–$195,000.
Equity awards, including a new-hire grant and opportunities for additional awards.
Medical, dental, and vision coverage for employees, with dependent coverage options.
Gender-neutral parental leave and compassionate leave.
Family-forming support through Maven.
Paid time off.
Monthly wellbeing, hybrid-work, and applicable cellphone stipends.
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