Go-To-Market Strategic Finance Lead
Remote – Remote - North America /
G&A – Finance Team /
Full-time
CaptivateIQ, the agile commission solution, enables companies to consistently align revenue teams with evolving business goals.
Combining flexibility with ease of use, CaptivateIQ offers the ability to build any commission plan, save time in payout processing, and motivate sales reps to achieve revenue targets through real-time visibility.
We’ve grown over 3x by all measures in the past year – including revenue, customers, and employees – and we’re searching for more great folks such as yourself to help us transform the world of commission management.
About the Role
The Strategic Finance team is focused on solving some of CaptivateIQ’s most pressing business issues. The team is responsible for owning the company's budget, driving annual and quarterly planning processes, allocating and deploying the company's resources efficiently, performing financial analyses, and partnering with teams across the company. The role requires someone who is highly analytical and strategic, a great communicator, approaches problems in a structured manner, and is comfortable with ambiguity. You’ll get substantial visibility, focus on the highest-priority business issues, and be plugged into every facet of the business.
The GTM Strategic Finance Lead will join the company’s inaugural finance team, and will lead the development, management, and expansion of the GTM Strategic Finance function.
Responsibilities:
- Own top of funnel forecasting across CaptivateIQ’s businesses
- Develop cross-functional partnerships with the Go-to-Market function, including Marketing, Sales, and Post-Sales Leadership across the company to review investment opportunities, growth levers, and align on a resourcing model
- Drive culture of performance management with real time dashboards, KPIs, and insights into emerging trends
- Build annual operating plans, quarterly and monthly financial forecasts (including headcount and expense), and ongoing analysis of performance and investment to highlight trends, opportunities, and causes of unexpected variances
- Craft a unit economics frameworks to assess investment in paid initiatives, and track ROI
- Prepare and deliver presentations for the Executive Team
Requirements:
- An ability to distill complex issues into structured frameworks and develop concrete action plans
- A highly entrepreneurial “roll up your sleeves” mindset
- Strong financial modeling experience and a willingness to dig into the details
- Excellent presentation and written skills and the ability to simplify messaging while understanding the nuances
- 5-7+ years of relevant experience in investment banking, private/growth equity, Strategic Finance, Business Operations, or related fields
- Experience at a high growth B2B SaaS business and in GTM finance preferred
- Demonstrated ability to work cross functionally with Marketing and Sales Operations and developed strategic partnerships
- Deep understanding of B2B SaaS businesses, metrics, and customer lifecycle
Benefits:
- (US-ONLY) 100% of medical, dental, and vision covered including 75% for dependents
- Flexible vacation days and quarterly mental health days so you can recharge
- Enjoy a one-time expense on your 1-year work anniversary (to use for travel, home furnishings, fancy meal)
- Annual stipends for professional development, work from home to decorate your home office, and a caretaker stipend to make sure our parent colleagues are being supported
- Virtual team lunches to keep you connected
- (US-ONLY) 401k plan to participate in and save towards the future
- Newest Apple products to help you do your best work
- Employee Resource Groups (ERGs) to support and celebrate the shared identities and life experiences of communities within CaptivateIQ. ERGs directly support our company-wide DEI goals as a space for developing and retaining diverse talents
Notice for Prospective Candidates
- We are aware of active recruitment scams using the CaptivateIQ name, in which individuals pose as our recruiters and post fake remote job openings and make fake job offers on the Internet. Please note, we will never do the following:
- Attempt to correspond with a candidate using a free web-based account, such as an email address that ends in @gmail.com, @yahoo.com, @hotmail.com, etc.
- Make an offer of employment without conducting multiple rounds of interviews face-to-face using secure video-conferencing technology.
- Ask candidates to cash checks to buy equipment on behalf of CaptivateIQ.
- Ask candidates to make a payment in order to be considered for a position.
- Make early requests for candidates' personal information such as date of birth, passport details, credit card numbers, bank details and social security number, etc.
- Please note that we’ll only ask for more sensitive personal information in connection with background checks after an offer is made.
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