Overview
This role supports the revenue organization by partnering with Sales leadership and cross-functional teams to turn data into decisions. You will own financial planning, forecasting, and performance management for bookings, ARR, and retention across the product portfolio in a $5B+ ARR enterprise SaaS environment. Working with Sales, Product, Marketing, and Customer Success, you will help shape GTM investment priorities and provide insights for executive and board-level audiences.
Responsibilities
- Partner with Sales leadership and Product GMs to deliver financial insights that inform strategic decision-making and GTM investment priorities
- Drive annual and quarterly planning cycles, aligning revenue targets, bookings forecasts, and investment plans with business objectives
- Own forecasting and performance management for bookings, ARR, and retention by product line; identify trends, risks, and growth opportunities and provide clear recommendations
- Build and maintain dashboards, scorecards, and KPI reporting covering pipeline conversion, rep productivity, and product attach and cross-sell performance
- Conduct deep-dive analyses on sales performance, funnel health, and forecasting accuracy to surface actionable insights for leadership
- Support QBRs, executive updates, and board-level reporting on GTM and product sales performance
- Improve and scale FP&A processes, tools, and systems in partnership with the broader Finance team
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field, or equivalent experience
- 5 to 7 years of FP&A experience, including at least 3 years focused on Sales Finance supporting commercial or field sales teams in a tech, SaaS, or B2B environment
- Proficiency in SQL, Excel or Google Sheets, and BI tools such as Tableau, Looker, or Power BI; experience in CRM systems such as Salesforce
- Strong analytical and financial modeling skills, with the ability to synthesize large data sets into clear, actionable business insights
- Excellent communication and storytelling skills, with confidence presenting to sales leadership and senior executives in a matrixed environment
- Proven ability to manage multiple priorities with a high degree of accuracy and attention to detail
Preferred Qualifications
Compensation & Benefits
- Base salary range / On Target Earnings (OTE): $97,600.00 (minimum) to $225,700.00 (maximum)
- Total Direct Compensation may include base salary, bonus, and equity value in accordance with the organization’s Total Direct Compensation philosophy.
- Starting pay will be based on factors including qualifications and experience.
- Location-based compensation structure applies; candidates may see different ranges depending on location.
Location & Ways of Working
- Structured hybrid approach centered around offices and remote work environments. The work style (Hybrid, Remote, or In-Person) is indicated in the job description/posting.
Application Deadline
- Anticipated position close date: 09/11/26
Benefits
- Benefits program includes options intended to support physical, mental, emotional, and financial health; work-life balance; and community involvement.