GTM Strategy & Analytics Manager, AppZen

Salary not provided

Tableau

Looker

Excel

Google Sheets

Salesforce

Power BI

Senior level

San Francisco Bay Area

Office located in San Jose, CA

AI software for finance teams

Be an early applicant

AI software for finance teams

201-500 employees

FintechB2BArtificial IntelligenceEnterpriseBig dataComputer VisionMachine LearningFinancial ServicesAccountingData Analysis

Be an early applicant

Salary not provided

Tableau

Looker

Excel

Google Sheets

Salesforce

Power BI

Senior level

San Francisco Bay Area

Office located in San Jose, CA

201-500 employees

FintechB2BArtificial IntelligenceEnterpriseBig dataComputer VisionMachine LearningFinancial ServicesAccountingData Analysis

Company mission

To help modern finance teams lead the way with artificial intelligence.

Job

Company

Role

Who you are

If you thrive on turning data into strategy — and strategy into action — this role is for you
7–8 years of experience in Sales Operations, GTM Strategy, or Strategic Finance, ideally within a SaaS or high-growth tech environment
Advanced analytical and financial modeling skills; strong command of revenue forecasting, scenario modeling, and financial planning
Deep proficiency in Excel/Google Sheets; experience with Salesforce CRM Analytics (Tableau CRM) or other BI tools (e.g., Looker, Power BI, Tableau)
Strong understanding of GTM and financial performance metrics — pipeline coverage, bookings, ARR growth, productivity, and margins
Proven ability to translate complex data into clear insights and strategic recommendations for senior leadership
High attention to detail, intellectual curiosity, and the ability to operate independently with a strategic, business-first mindset

What the job involves

We’re looking for a strategic, data-driven GTM Strategy & Analytics Manager to lead the modeling, forecasting, and analytics that power our go-to-market strategy
This senior role operates at the intersection of Sales Operations, Strategic Finance, and GTM Planning
You’ll partner closely with Sales, Finance, and Executive leadership to build models, develop strategic revenue forecasts, and deliver insights that shape how the business invests, executes, and grows
Revenue Forecasting: Own and refine the company’s strategic revenue forecasting modeling — integrating pipeline, conversion, and productivity metrics to deliver accurate, actionable insights for leadership
Financial & GTM Modeling: Build dynamic models to support capacity, coverage, productivity, quota setting, and long-range revenue planning
Strategic Finance Partnership: Collaborate with Finance on headcount, bookings, and investment planning to align GTM and financial strategies
Forecast Inspection & Analysis: Lead forecast and pipeline deep-dives to assess health, risk, and upside scenarios
Executive Insights & Scenario Analysis: Deliver executive-ready analyses and reviews that drive investment and resource allocation decisions
Performance Visibility: Build and maintain dashboards that track revenue, productivity, and pipeline performance against strategic goals
Data Infrastructure & Systems: Partner with GTM Systems and RevOps teams to enhance data accuracy and leverage Salesforce CRM Analytics (Tableau CRM) and other BI tools for scalable analytics

Our take

AppZen is setting out to help companies cut down on the expensive and time-consuming process of auditing expense reports with its suite of smart AI tools. As its AI solution is also more accurate than manual finance processes, it greatly reduces human error which can lead to duplicate spend or overlooking instances of fraud.

Boasting an 80% reduction in processing times and a 5% reduction in total spend, AppZen has swiftly established itself as a leader in AI finance software. It is used by over a thousand finance teams in enterprises such as Amazon, Nvidia, and Salesforce.

AppZen faces a large number of competitors in the finance automation space, with startups such as Expensify and Spendesk operating in the sector along with industry stalwarts such as SAP developing their own solutions. However, Appzen has carved out a strong early lead and has a large and rapidly growing client base. As it continues to develop its product it seems likely to maintain its market-leading position.

Kirsty

Company Specialist at Welcome to the Jungle

Insights

Top investors

7% employee growth in 12 months

Glassdoor (3.6)

Company

Funding (last 2 of 6 rounds)

Sep 2025

$180m

SERIES D

Sep 2019

$50m

SERIES C

Total funding: $281m

Company benefits

Comprehensive medical, dental, vision and life insurance benefits
Unlimited PTO
Paid parental leave for eligible employees
401(k) match
$250 annual reimbursement for continuous learning
Lots of office perks like snacks, happy hours, company events

Company HQ

Alviso, San Jose, CA

Leadership

Anant Kale

(CEO)

Having studied in Mumbai, they worked as an ASI Consultant for 3 years prior to over a decade at Fujitsu. They left their role as VP of Applications to co-found AppZen in November 2012.

Kunal Verma

(CTO)

They spent nearly 7 years at Accenture, first as Requirements Engineering Lead Researcher and later as Data Management Lead Researcher. They left this role to co-found Appzen.

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