Overview
A Strategic Finance partner role is available to support the financial planning, target setting, and sales compensation efforts within a B2B Sales organization. This position plays a key role in scaling the business and investing in the growth of Enterprise and API sales motions. The role involves close collaboration with Revenue Operations, Sales Leadership, and the broader Strategic Finance team to align go-to-market (GTM) strategy with financial outcomes that drive long-term success.
This position is based in San Francisco, CA, with a hybrid work model requiring three days in the office per week. Relocation assistance is provided for new employees.
Responsibilities
- Act as a strategic finance partner to GTM teams.
- Lead B2B financial planning across revenue and operating expenses for annual budgets, rolling forecasts, and long-range planning.
- Establish and manage key metrics to measure topline product performance, unit economics, and sales productivity.
- Analyze trends and provide actionable insights to guide strategy and daily execution.
- Develop and scale financial planning and analysis (FP&A) rigor, including forecasting methodologies, management reporting, and performance narratives to improve decision-making.
- Support strategic initiatives such as pricing, deal structuring, and business case development for growth opportunities and new product launches.
- Manage end-to-end financial oversight of budgets, ensuring efficient resource allocation and proactive variance management.
- Prepare and deliver high-quality executive and board-level presentations communicating performance and strategic recommendations.
- Monitor market dynamics to inform and shape B2B strategy.
Requirements
- 8+ years of experience in investment banking, consulting, strategic finance, or buy-side investing, combined with operational experience at a fast-paced, scaling company.
- Strong ability to critically evaluate financial opportunities and risks.
- Expert-level financial modeling skills, including building detailed profit and loss statements and operating models.
- Ability to distill complex financial data into actionable insights and influence leadership effectively.
- Excellent communication skills with the ability to craft compelling data-driven narratives.
- High attention to detail and commitment to accuracy in financial reporting, budgeting, and analysis.
- Familiarity with SaaS and consumption-driven business models and relevant metrics.
- Experience with SQL or willingness to learn.
- Proactive, hands-on approach with the ability to navigate ambiguity in a fast-paced environment.
Preferred Qualifications
- Enthusiasm for the deployment of artificial intelligence and alignment with the mission of advancing AI technology responsibly.
Compensation & Benefits
- Salary range: $234,000 to $260,000 annually.
- Hybrid work model with three days per week in the San Francisco office.
- Relocation assistance available for new hires.
Location
San Francisco, California, USA (Hybrid work model)