GTM Strategic Finance Manager

GTM Financial Planning and Business Performance

• Own the GTM finance operating model — annual and long-range planning, forecasting, business reviews, and board reporting across Sales, Marketing, Customer Success, Partnerships, and RevOps — translating company growth, margin, and targets into function-level investment plans
• Build driver-based, scenario, and sensitivity models to evaluate trade-offs across hiring, coverage, GTM spend, pipeline generation, retention, customer profitability, and margin expansion
• Upgrade the GTM reporting and financial modeling infrastructure with agentic and AI-enabled workflows, automating data reconciliation, variance and anomaly detection, and recurring reporting to lift forecast accuracy and compress cycle time

ROI: Pipeline, Marketing Funnel, Partnerships, and Sales Productivity

• Own full-funnel pipeline and marketing ROI analyses. Connect demand generation to key outcomes—bookings, ARR, CAC payback, retention, and LTV—while surfacing funnel, velocity, and productivity levers
• Partner with Sales Operations and Revenue Operations on capacity, productivity, and forecast accuracy across ramp, quota attainment, pipeline coverage, territories, headcount, and compensation; recommend where to add capacity, improve productivity, or reallocate spend
• Own partnership finance across referral, reseller, marketplace, technology alliance, and SI/GSI motions; evaluate contract economics, pricing/packaging, incentives, revenue share, margin impact, risk, partner-sourced/influenced ARR, CAC payback, contribution margin, and long-term customer value

Customer Economics and Contribution Margin

• Own customer and cohort economics across Customer Success, Professional Services, and Product: retention, NRR/GRR, cost-to-serve, renewal-risk, and expansion-propensity analysis.
• Analyze and forecast GRR, NRR, churn, expansion, renewal health, support capacity and ratios, implementation effort, onboarding cost, product usage, customer health, and expansion potential by segment, product, vertical, ARR band, use case, acquisition source, and customer profile.
• Build unit economics analyses and business cases across CAC, payback, LTV, Magic Number, sales productivity, contribution margin, pricing, packaging, discounting, deal economics, partner economics, market expansion, and new GTM motions.

Requirements

• Degree in Finance and/or Data Science or equivalent experience
• 7-10 years of total experience in GTM Strategic Finance and/or Business Operations combined with investment banking or management consulting experience
• High-growth B2B SaaS company experience and advanced spreadsheet modeling skills required
• Demonstrated proficiency in reporting automation and data visualization (e.g. SQL, Looker, Tableau, etc.) and financial planning tools (e.g. Drivetrain, Netsuite, Adaptive, TM1, etc.)
• Proven ability to create financial and operational models with an understanding in Enterprise SaaS/Usage-based models and operational metrics
• Experience with exit transactions and liquidity events such IPO, M&A, private fundraising, etc. (a definite plus)

Nice-to-Haves

• Growth mindset and bias for action; enjoys creating processes and infrastructure from the ground up
• Trusted advisor to the business with cross-functional empathy
• Self-starting, independent logical thinker comfortable operating in ambiguity
• Excited to innovate solutions and learn new tools while being agile to handle multiple projects simultaneously
• Comfortable presenting to executive teams and aspiring to take on an active role in building a path to IPO