Revenue and ARR Reporting, SugarCRM
FP&A
$150-190k
3+ days a week in office
Customer relationship management platform
Be an early applicant
Customer relationship management platform
501-1000 employees
Be an early applicant
$150-190k
3+ days a week in office
501-1000 employees
Company mission
To help marketing, sales and customer service teams achieve high-definition customer experiences by providing the CRM platform that makes the hard things easier.
Role
Who you are
- Bachelor’s degree in Finance, Economics, Accounting, or a related field
- 4+ years of FP&A experience
- Proven experience in SaaS metrics, business models, and value creation levers
- Experience in revenue forecasting and ARR calculations
- Strong analytical and problem-solving skills, with the ability to provide actionable insights from complex data
- Ability to thrive in a fast-paced, dynamic, and results-oriented environment
- Exceptional attention to detail and passion for accurate, high-quality work
- A high sense of urgency, ability to multi-task and work under pressured timelines
- Experience with financial systems and BI tools. Adaptive Insights and Xactly experience is a plus
- We understand that no candidate is perfectly qualified for any job
- Experience comes in different forms; many skills are transferable; and passion goes a long way
- Even more important than your resume is a clear demonstration of dedication, impact, and the ability to thrive in a fluid and collaborative environment
- We want you to learn new things in this role, and we encourage you to apply if your experience is close to what we’re looking for
What the job involves
- You will focus on partnering with go-to-market leaders to deliver accurate forecasting, and pipeline insights
- You will work cross-functionally to build revenue forecasts, financial models, track KPIs and provide data-driven insights
- The finance team fosters a culture of accountability, curiosity, and continuous improvement within the finance team
- Reporting to the VP of FP&A and engaging directly with senior leadership, this is a highly analytical, detail-oriented role within a fast-paced, Private Equity–backed SaaS environment, requiring strong financial acumen
- Collaborate with go-to-market leaders to build and maintain accurate revenue forecasts
- Support the professional service revenue forecasting, utilization analysis and profitability assessments
- Develop and maintain dashboards for pipeline metrics, cohort and product trends, and SaaS KPIs. Including calculating all components of ARR reporting (flash, roll forward and retention calculations)
- Support the quarterly forecasting, annual budgeting, 13-week rolling cash forecast and long-term planning processes
- Own the revenue flash reporting process as part of the close timetable
- Provide Revenue key insights and variance analysis to leadership
- Support the preparation of monthly, quarterly and annual financial reports for senior management
- Build revenue-centric models to support sales and marketing planning
- Provide scenario analysis for pricing strategies and revenue optimization
- Deliver financial insights to support go-to-market strategies and investment decisions
- Work cross-functionally to align pipeline forecasts with operational and financial plans
Our take
Many leading CRM software require a lot of manual entry, but have little job-specific functionality, making tracking and interacting with potential and current customers time-consuming and inefficient. SugarCRM, which started as a project to elevate CRM with automation, has since grown into an AI-driven cloud product used by thousands of companies across the globe.
The Sugar Platform incorporates robust cloud structures and security, presents AI-powered predictions for customer trajectories and supports macro and micro customisation options. Importantly, its versatility and flexibility make it suitable for multiple teams across the CRM landscape.
Though it's far from the only CRM platform on the market, SugarCRM’s longevity as a company exemplifies its trusted status among businesses from many sectors. Ultimately, CRMs are a vital part of almost all industries, and Sugar’s established place in the market gives it plenty of scope for further success.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 8 rounds)
Jul 2019
$16m
LATE VC
Jan 2015
$3.6m
CONVERTIBLE
Total funding: $139.2m
Company benefits
- Excellent healthcare package for you and your family
- Savings and Investment – 401(k) match
- Unlimited Paid Time Off
- Paid Parental Leave
- Online Legal Services (Rocket Lawyer)
- Financial Planning Services (Origin)
- Discounted Pet Insurance (Embrace Pet Insurance)
- Corporate Benefit Program (Working Advantage). This benefit offers you exclusive travel and entertainment offers and special discounts that are not available to the general public
- Health and Wellness Reimbursement Program
- Travel Discounts
- Educational Resources - Career & Personal Development Program
- Employee Referral Bonus Program
- We are a merit-based company - many opportunities to learn, excel and grow your career!
Company HQ
Financial District, San Francisco, CA
Leadership
Clint Oram
(Co-Founder & Chief Strategy Officer)Previously Product Manager at Epiphany and Software Engineer at Hewlett Packard Enterprise.
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