GTM Strategic Finance Lead
Serve as financial partner to GTM organization at Harvey AI, owning revenue models, unit economics, sales capacity planning, budgeting, and reporting to drive commercial decisions and revenue growth. Requires 8+ years experience including 3+ years in sales finance at scaled SaaS companies, deep SaaS metrics knowledge, SQL/BI proficiency, and strong cross-functional influence.
About the job
Responsibilities
- Own the unit economics: CAC, payback, magic number, net revenue retention, contribution margin by segment and motion.
- Plan sales capacity: partner with GTM team to determine number of reps, locations, ramp speed, and quota.
- Own the GTM financial model, including bookings, ARR, sales capacity planning, and quota design.
- Lead GTM planning and budgeting processes for Sales, Marketing, and Partnerships to support top-line targets.
- Serve as financial lead for deal structuring, pricing decisions, and non-standard commercial terms.
- Identify trends, risks, and opportunities across the revenue funnel; translate into recommendations for GTM leadership and executive team.
- Establish and maintain monthly/quarterly GTM reporting package for executive team and Board (pipeline, bookings, retention metrics).
- Drive ongoing improvement of GTM financial processes, tooling, CRM integrity, forecasting accuracy, and automation.
Requirements
- 8+ years experience, including 3+ years Sales Finance experience at a high-growth and scaled enterprise software company.
- First-principles thinker who builds from a blank page and questions every input.
- Strong partner to senior GTM leaders with exceptional cross-functional communication, influence, and operational skills.
- Bias for speed, ownership of outcomes, turning analysis into decisions, and explaining in plain language.
- Deep understanding of SaaS and usage-based business models (ARR, NRR, CAC, LTV, sales productivity metrics).
- Exceptional analytical skills.
- Builder mindset; process and systems-oriented.
- Comfortable in SQL or BI tools to pull own data.
- Bachelor's degree in a quantitative field preferred.
Skills
SQL, BI Tools, SaaS Metrics, Unit Economics, Sales Capacity Planning, Financial Modeling, CRM, Forecasting, Arr, Nrr, Cac, Ltv
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