Strategic Finance Manager, CaptivateIQ

• You'll bring both analytical rigor and strong executive presence, translating complex financial data into clear, actionable insights for senior stakeholders
• This role is ideal for someone who thrives in a fast-paced environment, can operate with autonomy, and is energized by the intersection of finance, strategy, and revenue operations
• 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

Desirable

• We're looking for a Strategic Finance Manager, GTM to serve as the primary finance partner to our Sales, Marketing, and Customer Success leadership
• This is a high-visibility, high-impact role sitting at the center of GTM decision-making — helping leadership optimize investment, improve productivity, and drive predictable ARR growth
• You'll assist in owning end-to-end financial planning for our go-to-market functions, including commissions modeling, sales capacity planning, and GTM efficiency metrics
• 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