Head of Investor Relations

Overview

This role leads the organization’s Investor Relations (IR) function end-to-end. Responsibilities include quarterly earnings execution, analyst and shareholder relationship management, shareholder base strategy, and disclosure governance. The role partners closely with the CEO, CFO, Legal, and the disclosure committee, combining strong analytical capabilities with rigorous financial communication and sound judgment on disclosure-sensitive topics.

Responsibilities

Earnings & Financial Communications

• Own the quarterly earnings cycle, including:
  • Script development
  • Q&A preparation
  • Press release
  • Investor deck
  • Post-print analyst debrief
• Ensure consistency across GAAP/non-GAAP disclosures, guidance methodology, and management commentary quarter to quarter.
• Partner with FP&A and Accounting to ensure all IR materials reconcile to underlying financials.
• Build and maintain the beat and raise model.
• Partner with Legal on Reg FD compliance and coordinate investor-facing content around 8-K/10-Q/10-K filings.
• Maintain the IR content calendar to keep earnings, conferences, and ad hoc communications aligned.

Analyst & Investor Relationship Management

• Serve as the primary point of contact for sell-side coverage and existing/prospective shareholders.
• Manage the conference and roadshow calendar.
• Prepare executives for fireside chats, 1x1s, and NDRs.
• Track sell-side estimates, rating actions, and thesis shifts; synthesize findings into actionable summaries for leadership.
• Identify and sequence outreach to mandate-appropriate prospects.
• Use 13F ownership data and trading liquidity metrics to inform targeting and prioritization of funds that can build positions.

Narrative & Positioning

• Translate product and competitive strategy into a coherent, disciplined investor narrative, distinguishing data-supported facts from narrative inference.
• Build and maintain core IR collateral, including:
  • Investor presentation
  • Fact sheet
  • FAQ
  • IR website content

Executive & Board Support

• Prepare the CEO, CFO, and other spokespeople for investor-facing engagements.
• Brief the Board regularly on shareholder sentiment, analyst perception, and market positioning.
• Support capital markets strategy discussions, including capital allocation communication.

Market Intelligence & Reporting

• Monitor peer performance and small-cap software sentiment broadly, and flag implications for valuation and positioning.
• Track and report IR KPIs on a regular cadence, including:
  • Coverage breadth
  • Ownership concentration
  • Liquidity
  • Short interest

AI Strategy & Innovation

• Leverage AI and advanced analytics to enhance investor insights, market intelligence, investor communications, and decision-making.
• Ensure data accuracy, confidentiality, and regulatory compliance.

Requirements

• 10+ years of FP&A or investment related experience.
• Expert in financial modeling, forecasting, budgeting, and performance measurement.
• Strong analytical thinking with business acumen.
• Experience using AI tools to automate workflows.
• Excellent communication, collaboration, and presentation abilities.
• Strong leadership, coaching, and team development competencies.
• Track record of contributing strategic insights to executive leaders.
• Experience developing and leading high-performing finance teams.
• Strong business partnership and influencing skills.

Preferred Qualifications

• Experience in high-tech, SaaS, private equity, or investment banking.
• Investor relations exposure.

Compensation & Benefits

• Competitive salary plus RSUs.
• Benefits including medical, dental, and vision insurance, as well as a 401(k).
• Flexible PTO.

Location

• United States.

Work Authorization

• Authorization to Work in the U.S.: Candidates must be legally authorized to work in the United States without sponsorship now or in the future.
• The employer is not currently sponsoring visas, including, but not limited to, H-1B, TN, or EAD, and is not accepting visa transfers.

Equal Opportunity

The employer is an equal opportunity employer and values diversity. Discrimination is not practiced based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.