Underwrite middle market commercial accounts by evaluating submissions and determining terms and pricing. Manage broker relationships, negotiate coverage, and mentor junior underwriters to enhance underwriting practices and decision-making.

• Serve as the primary finance business partner for Marketing, Sales, and Post-Sales leadership, building trusted relationships that make you a go-to thought partner — not just a reporter of numbers • Translate GTM strategy into financial plans, headcount models, and investment frameworks that align resources to revenue outcomes • Provide analytical support for key strategic decisions, including go-to-market investments, pricing, packaging, capacity planning, and channel mix • Own the annual planning and quarterly forecasting processes for all GTM functions, including revenue, headcount, and operating expense • Partner with Revenue Operations on sales capacity and productivity models — driving financial rigor and accountability while RevOps owns the operational mechanics of territory planning, BDR/AE hiring, and quota setting • Own usage-based revenue modeling, translating product consumption patterns into forward-looking revenue forecasts and informing pricing and packaging decisions • Serve as the dedicated finance partner for the Marketing organization, owning budget management, monthly actuals review, and reforecasting across all marketing spend • Build and maintain Marketing efficiency models — tracking CAC by channel, demand gen ROI, pipeline contribution, and spend-to-pipeline ratios to inform investment decisions • Partner with Marketing leadership on annual planning, including headcount, program spend, and event budgets, ensuring Marketing investments are tied to measurable pipeline and revenue outcomes • Evaluate new marketing investments and campaigns with a rigorous cost-benefit lens, and provide ongoing performance reporting to drive accountability • Design and deliver executive-ready reporting on GTM performance — ARR, pipeline coverage, CAC, LTV, payback periods, NRR, logo retention, and contribution margin by segment and channel • Identify trends, risks, and opportunities in the business and proactively surface them to leadership with a clear point of view • Build and maintain dashboards in partnership with Revenue Operations and Data/Analytics teams • Own the end-to-end sales compensation process for AEs, BDRs, and CSMs — including plan design, financial modeling, and automation of day-to-day administration • Model the financial impact of comp plan changes, quota adjustments, and accelerator structures, ensuring plans are both motivating and within budget guardrails • Partner closely with Revenue Operations and HR as core stakeholders in the comp process ensuring seamless execution across all three functions • Build a scalable process to address comp-related questions from the field, ensuring transparency and timely resolution • Partner with CSM, Support, and Professional Services leaders on capacity planning, resource allocation, and cost-to-serve modeling • Track and improve unit economics for the post-sales organization, including gross margin per customer cohort and efficiency of expansion motions • Support pricing and packaging decisions for Professional Services engagements • Act as a bridge between Finance and GTM, ensuring operational plans are financially grounded and financial targets are operationally achievable • Drive alignment across Sales, Marketing, and Post-Sales on shared revenue metrics and accountability frameworks • Partner with Finance leadership to continuously improve planning processes, tooling, and analytical frameworks across the GTM org

• Collaborate with the Executive Leadership Team to identify and address key business opportunities and risks and develop the internal processes, controls and platforms to drive scalable growth across functions. • Shape our strategic direction by providing insights and recommendations based on financial analysis and market trends. • Drive long-range financial planning and scenario modeling to support strategic decision-making and sustainable growth. • Represent CXT in front of investors, lenders, and potential partners and acquirors, showcasing our financial health, operational excellence, and strategic plans. • Lead critical M&A activities, from due diligence to integration planning and execution. • Collaborate with legal, operations, and third-party advisors to execute successful transactions. • Lead the financial integration of acquisitions, including systems alignment, reporting, and synergy tracking. • Prepare the company for future strategic transactions, including exit readiness and diligence processes. • Prepare and present financial performance and strategic insights to the Board. • Implement scalable finance processes and platforms that consolidate legacy systems, streamline decision making and execution, and facilitate integration of new acquisitions and product lines. • Ensure the accuracy and timeliness of financial reporting and processes, developing controls and risk mitigation strategies to safeguard company interests. • Lead budgeting, board, and monthly reporting cycles, working closely with other leaders to provide constant visibility into current and expected performance. • Own key SaaS financial metrics, including ARR, retention, CAC/LTV, and unit economics, partnering closely with Revenue Operations to drive data-driven decision making.

• Own revenue forecasting and planning for the GTM organization • Partner with GTM leadership to drive annual planning and quarterly forecasts • Build and maintain scalable revenue models • Lead commissions planning and incentive compensation processes • Influence hiring, territory design, capacity planning, and channel investment decisions • Develop ROI frameworks across Sales, Marketing, and Product • Define and monitor key GTM metrics • Design and automate financial workflows and tools