# GTM Strategic Finance Lead

**Company:** [Harvey](https://hotfix.jobs/companies/harvey)
**Location:** New York, NY, San Francisco, CA
**Role:** Revenue Operations
**Salary:** $190k – $284k/yr
**Experience:** 8+ years
**Skills:** SQL, BI Tools, SaaS Metrics, Unit Economics, Sales Capacity Planning, Financial Modeling, CRM, Forecasting, Arr, Nrr, Cac, Ltv
**Posted:** 2026-07-02

> 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.

## Job Description

## 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.

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