Finance & Strategy Lead, Growth

Overview

This role involves partnering directly with the Growth organization to shape self-serve strategy and drive self-serve revenue across a global customer base. The position serves as a trusted advisor to Growth, Product, and Marketing leadership, using data and financial insights to improve forecasting accuracy, inform investment decisions, and optimize the self-serve business. The work supports the next phase of growth by accelerating efficient customer acquisition, activation, and expansion across all segments.

Responsibilities

• Lead strategic finance support for the Growth organization, collaborating closely with Growth, Product, Data Science, Marketing leadership, and Product Finance.
• Develop a deep understanding of the self-serve funnel (acquisition, activation, conversion, retention, expansion) and provide actionable insights to inform Product and Growth strategy.
• Own forecasting and planning processes for self-serve revenue across all segments, regions, and products; provide clear visibility into growth drivers and performance against plan.
• Build and maintain robust financial models connecting marketing demand generation, growth investments, product or pricing changes, and external drivers to revenue outcomes, enabling scenario planning and decision-making.
• Assess ROI of growth initiatives and customer acquisition investments to ensure effective capital deployment maximizing long-term value.
• Identify and drive opportunities for process automation, data standardization, and improved data infrastructure in partnership with Data Science to increase reporting accuracy and decision velocity.
• Translate complex financial, product, and growth data into clear narratives for executive audiences.

Requirements

• 10+ years of experience in FP&A, Growth Finance, or Strategic Finance roles.
• B.A. or B.S. degree in a related field.
• Demonstrated ability to forecast revenue and model funnel dynamics in complex B2B environments.
• Proven track record of partnering with senior go-to-market and Product leaders and influencing business decisions through financial insight.
• Strong financial modeling skills and experience with large, multi-variable planning tools.
• Some SQL skills to independently access and manipulate complex datasets.
• Excellent communication and presentation skills, with the ability to distill complex concepts into clear, actionable insights.
• Comfortable operating in fast-paced, ambiguous environments and balancing strategic thinking with hands-on execution.

Preferred Qualifications

• Experience working at a high-growth technology or financial services company.
• Experience with Anaplan, Tableau, or equivalent applications.
• Advanced SQL skills.
• Experience in data visualization and dashboarding.

Compensation & Benefits

• Annual US base salary range: $166,600 - $249,800. For sales roles, this range includes On Target Earnings (OTE), combining base salary and sales commissions/bonuses.
• Salary range may be adjusted during the interview process based on experience, qualifications, and location.
• Additional benefits may include equity, company bonus or sales commissions/bonuses, 401(k) plan, medical, dental, and vision benefits, and wellness stipends.

Location & Work Arrangement

• This role is available either in an office or remotely (defined as 35+ miles or 56+ km from an office).
• Office-based employees are expected to spend at least 50% of their time in the local office or with users each month.
• Remote employees are expected to work primarily from home but may attend team meetings, on-sites, meet-ups, and events as needed.
• The organization does not cover relocation costs for remote work.
• Applicants are encouraged to apply for roles matching their current or planned location.