GTM Strategic Finance Manager

What you’ll do

is looking for a GTM Strategic Finance Manager to serve as an advisor to our Sales, Marketing, Customer Success, Partnerships, Revenue Operations, and Finance teams.

This role will help shape how invests, scales, and operates across the full go-to-market organization. Reporting to the Director, Strategic Finance, this person will own financial models, performance insights, and decision support across pipeline creation, bookings, ARR growth, retention, expansion, customer economics, and GTM investment efficiency.

This is a high-impact role for someone who wants to influence business strategy, not simply report on financial results. The ideal candidate combines strong analytical horsepower, deep B2B SaaS GTM fluency, crisp executive communication, and the ability to turn imperfect data into clear recommendations.

We are looking for someone driven to create impact who possesses the following superpowers: 1) Analytical Horsepower for Insight Extraction 2) Interdisciplinary Collaboration and Impact 3) Reporting Automation and Data Capabilities.

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.

Who you are

• Possesses a growth mindset and a bias for action; enjoys creating processes and infrastructure from the ground up, not just maintain what already exists
• Trusted advisor to the business to guide investments and strategic direction with cross-functional empathy
• Self-starting, independent logical thinker comfortable operating in ambiguity while solving problems with analysis, data, and structured arguments
• 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

Your skill set

• 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)

What we offer

As a part of , you’ll have a direct impact on our growing list of products and the future of security in the voice-driven economy. We hire great people and take care of them. Here’s a snapshot of the benefits we offer:

• Competitive compensation package, including RSUs (Restricted Stock Units) for all employees, so everyone shares in our long-term success.
• Remote-first environment - giving you flexibility and autonomy in how you structure your day.
• While we work flexibly, we prioritize meaningful in-person moments through regular team on-sites, company-wide events, and intentional gatherings that foster connection, collaboration, and shared success.
• Unlimited Paid Time Off (PTO)
• Generous health and welfare plans to choose from - including one employer-paid “employee-only” plan!
• Best-in-class Health Savings Account (HSA) employer contribution
• Low-cost vision and dental plans for you and your family, providing comprehensive coverage and peace of mind.
• Paid Parental Leave - Including birth, adoptive & foster parents
  • One year of diaper delivery for your newest addition to the family! It’s our way of welcoming new lets to the family!
• Recurring monthly phone and internet allowance to help cover essential connectivity costs and support flexible work.
• Unlimited Paid Time Off (PTO)
• Remote-first culture

Remote: