Senior Sales Finance Analyst
Redwood City, CA
Finance – FP&A /
Full-time /
Hybrid
About Zum:
Zum is a rapidly expanding Series E startup backed by industry leaders Sequoia Capital, SoftBank, Spark Capital, and GIC, with a bold mission to transform the stagnant school transportation industry. Operating in over 15 states across the United States—with flagship hubs in San Francisco, Los Angeles, and Seattle—we are actively extending our reach to the East Coast and Midwest regions. As a technology-driven company, we deploy cutting-edge solutions to manage and operate school district transportation systems while also launching our own charter platform and developing proprietary SaaS offerings. Additionally, we are spearheading a nationwide initiative to electrify school transportation fleets, simultaneously supporting local utilities by feeding much-needed energy back into the grid. We have been recognized as CNBC 50 disruptor, Financial Times 500 fastest growing companies, Fast Company World Changing Ideas.
This hybrid position is based in the corporate office in Redwood Shores, CA and requires 3 in-office days per week. Only local candidates will be considered.
Who You Are:
The role will report into our corporate finance team (FP&A). This experienced and forward-thinking professional will support the FP&A and Sales teams in delivering compliant, competitive, and cost-effective proposals that are both high-value and on time. The Senior Sales Finance Analyst will leverage strong analytical skills and attention to detail to interpret solicitation requirements and develop competitive, compliant pricing proposals. This role will also be responsible for preparing due diligence materials, conducting market research to support pricing strategy, coordinating pricing schedules, and building cost and pricing models and templates.
What You'll Do:
• Develop and maintain pricing models for SaaS offerings, incorporating usage metrics, value-based analyses, and bundling strategies to optimize revenue and customer adoption and bundling strategies
• Conduct competitive benchmarking and market research to identify pricing trends, positioning opportunities, and best practices
• Analyze customer usage, churn data, and revenue forecasts to recommend pricing adjustments and packaging optimizations
• Collaborate with Product and Sales to create new pricing strategy,and features that align with market demand and business goals
• Build and update financial models to project revenue, gross margin, and lifetime value under various pricing scenarios
• Partner with the broader Finance team to integrate pricing assumptions into the corporate budget, rolling forecast, and board reports
• Evaluate the financial impact of pricing changes on ARR, MRR, and customer acquisition/retention metrics
• Support go-to-market launch of new subscription tiers, ensuring pricing is communicated clearly across Sales, Marketing, and Customer Success
What You Bring To Zūm:
• 5+ years experience in financial analysis, preferably in a high growth SaaS company
• Bachelor’s degree in business, Finance, Economics, Accounting, Mathematics, or a related field
• Experience in SaaS business models, including subscription-based revenue structures with strong analytical skills
• Prior experience building pricing models in collaboration with Sales and Product teams is strongly preferred
• Advanced spreadsheet model building skills are essential, Microsoft Excel user (nested formulas, modeling, pivot tables, etc.), and experience with Google Suite
• Familiarity with NetSuite ERP and NetSuite Planning and Budgeting (NSPB) software preferred but not required
• Ability to work in a fast-paced, high growth environment, with the ability to prioritize multiple projects while meeting goals and deadlines
The targeted base salary range for this role is listed in the compensation section below. Actual salary may be above or below this range based on factors such as location, skills, and relevant experience. In addition, this position may include additional compensation in the form of equity or commissions. If you are a full-time salaried or hourly worker, we offer the following benefits: Medical, Dental, Vision, 401(k), Holidays, Wellness, Vacation, and more. The targeted pay range for this role in US CA is: $114,00 to $155,000
Zum Services, Inc. and all its subsidiaries provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
