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Strategic Finance Manager, GTM
Location
United States
Posted
2 days ago
Salary
$145K - $195K / year
Seniority
Senior
Job Description
Strategic Finance Manager, GTM
CaptivateIQ
• Serve as the dedicated finance partner to GTM leadership (Sales, Marketing, Customer Success), providing data-driven guidance on investments, resource allocation, and strategic trade-offs. • Translate complex financial models and SaaS operating metrics into clear narratives and recommendations for VP- and C-level stakeholders. • Proactively surface risks, opportunities, and efficiency improvements across the GTM organization. • Assist in the annual operating plan (AOP), rolling forecasts, and long-range planning for all GTM functions. • Build and maintain the topline capacity model and net new ARR forecast, including headcount, quota coverage, ramp assumptions, and pipeline inputs. • Partner with Ops teams to align financial models with CRM data and GTM operating rhythms. • Deliver monthly and quarterly variance analysis with crisp commentary for leadership and board-level reporting. • Assist in commissions process including calculation, reporting, modeling for GTM teams and leadership compensation plans. • Partner with GTM leadership and HR to help design, model, and stress-test new comp plan structures. • Leverage CaptivateIQ's own platform to drive accuracy, automation, and transparency in commissions reporting — you'll be a power user of the product you help sell. • Build and track GTM financial frameworks including CAC, LTV, payback period, sales productivity, and revenue efficiency metrics. • Benchmark performance against SaaS industry peers and surface insights to guide GTM investment decisions. • Develop ROI models for key GTM initiatives (new segments, headcount investments, marketing programs). • Drive adoption and optimization of planning tools including Adaptive Insights (Workday Adaptive Planning) and other EPM platforms. • Champion AI-powered automation to improve forecast accuracy, reduce manual work, and scale finance processes. • Partner with Finance leadership on systems roadmap and tooling investments.
Job Requirements
- 5–8 years of progressive experience in GTM FP&A, strategic finance, or investment banking, with direct exposure to SaaS or high-growth B2B technology companies.
- Proven track record as a finance business partner to Sales, Marketing, or Customer Success organizations.
- Hands-on experience owning commissions modeling and/or variable compensation plan design.
- Background in investment banking or corporate finance at a bulge bracket or middle market firm is equally valued.
- Expert financial modeler in Excel and/or Google Sheets; ability to build complex, dynamic models independently.
- Direct experience with Adaptive Insights (Workday Adaptive Planning) strongly preferred; familiarity with other EPM tools (Pigment, Anaplan, Mosaic) a plus.
- Proficiency with CRM reporting (Salesforce) and comfort working with large datasets; SQL experience a bonus.
- Familiarity with AI-driven automation tools and a desire to apply them to finance workflows.
- Deep fluency in SaaS business metrics: ARR, ACV, NRR, CAC, churn, LTV, pipeline velocity, sales capacity.
- Strong understanding of incentive compensation mechanics and commission plan design.
- Knowledge of quota-setting frameworks, sales productivity benchmarks, and GTM efficiency ratios.
- Exceptional communicator — able to present complex financial analysis to non-finance leaders clearly and confidently.
- Strong ownership mindset with the ability to operate independently in a fast-moving, ambiguous environment.
- Collaborative partner who earns trust across Sales, RevOps, HR, and the broader Finance team.
- Intellectual curiosity and a bias toward continuous improvement.
Benefits
- Comprehensive Healthcare: 100% coverage for medical, dental, and vision for all FTEs, with roughly 75% coverage for dependents.
- Flexible Time Off: Flexible vacation days plus quarterly mental health days to ensure you have the space to recharge.
- Annual Stipends: Dedicated funds for your professional development and caretaking needs.
- Work Anniversary Bonuses: Annual bonuses to celebrate your milestones and contributions to the CaptivateIQ team that grow as your tenure does.
- Retirement Savings (US-Only): A 401(k) plan to help you invest in and secure your future.
- Premium Tools: The latest Apple hardware to empower you to do your best work.
- Inclusive Community: Active Employee Resource Groups (ERGs) that celebrate shared identities and support our DEI goals by fostering an environment where diverse talent thrives.
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