Strategic Finance Lead, CaptivateIQ
Corporate
$138-197k
Commission management platform
Job no longer available
Commission management platform
201-500 employees
Job no longer available
$138-197k
201-500 employees
Company mission
To bring joy and transparency to sales performance management.
Role
Who you are
- 5-7+ years of relevant experience in investment banking, private/growth equity, Strategic Finance, Business Operations, or related fields
- An ability to distill complex issues into structured frameworks and develop concrete action plans
- A highly entrepreneurial “roll up your sleeves” mindset. You operate independently and manage ambiguity in a fast-moving environment
- Strong financial modeling experience and a willingness to dig into the details
- Excellent presentation and writing skills and the ability to simplify messaging while understanding the nuances
- Experience at a high growth B2B SaaS business and in Corporate finance preferred
- Demonstrated ability to work cross-functionally and develop strategic partnerships
- Deep understanding of B2B SaaS businesses, metrics, and customer lifecycle
- SQL proficiency is a plus
- Familiarity with Netsuite and planning tools is a plus
What the job involves
- The Strategic Finance Lead will join the company’s inaugural finance team and will lead the development, management, and expansion of the Corporate Strategic Finance function
- Responsibilities will range from managing the corporate model and financial reporting to developing financial plans and capital allocations
- Manage the consolidated corporate model, drive regular forecast updates, and produce monthly reporting packages
- Provide broad financial support, including preparation of financial plans, internal management reporting, dashboards, and ad-hoc analysis
- Work closely with cross-functional leaders to report, manage and control operating results, identifying areas of growth potential and cost efficiencies
- Collaborate with Strategic Finance and Business Operations on the bi-annual planning process and long-range strategic plans
- Drive a culture of performance management with real-time dashboards, KPIs, and insights into emerging trends
- Prepare presentations communicating CaptivateIQ’s strategy and performance for the Company’s Board of Directors and investors
- Support key strategic initiatives such as M&A, strategic partnerships, and capital markets activities
- Craft a unit economics framework to assess investment in paid initiatives, and track ROI
- Prepare and deliver presentations for the Executive Team
Our take
CaptivateIQ is an incentive compensation platform using AI to automate commission workflows. Businesses spent an exorbitant amount each year managing commission processes, so the company's no-code SaaS is a welcome overhaul for the sector.
CaptivateIQ's platform improves both the efficiency and accuracy of existing legacy processes, serving any type of organization that utilizes a performance-based compensation plan. The founding team has real experience with the cumbersome process of managing commission payments, which is why they chose to target this particular problem.
CaptivateIQ has been smart in building a more generic product, allowing it to attract big-name clients from different sectors. This broad customer acquisition, atop regular funding injections, has helped CaptivateIQ reach Unicorn status. The company continues to add to its offering, for example with the launch of its AI-powered payee experience in 2025.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-14% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Jan 2022
$100m
SERIES C
Apr 2021
$46m
SERIES B
Total funding: $159.2m
Company benefits
- 100% of medical, dental, and vision covered including 75% for dependents 🇺🇸
- Unlimited vacation days and quarterly mental health days so you can recharge 🇺🇸
- $1,000 to explore your dream destination on your work anniversary 🇺🇸
- $500 annual professional development stipend to continue growing and learning 🇺🇸
- $500 home office stipend to decorate your home office 🇺🇸
- $1,000 caretaker stipend to make sure our parent colleagues are being supported 🇺🇸
- Virtual team lunches to keep you connected 🇺🇸
- 401k plan to participate in and save towards the future 🇺🇸
- Newest hardware and tools for the job 🇺🇸
- Employee Resource Groups (ERGs) to support and celebrate the shared identities and life experiences of communities within CaptivateIQ 🇺🇸
Company HQ
China Basin, San Francisco, CA
Leadership
Mark Schopmeyer
(Co-CEO & Co-founder)Former Investment Professional at Carrick Capital Partners and Finance and Strategy Manager at BrightRoll. Former Investment Banking Analyst at Jefferies & Company and Lehman Brothers. BA in Business Administration from Berkley School of Business.
Conway Teng
(Co-CEO & Co-founder)Former employee at Gusto in Finance and Business Operations. Previously Head of Growth at OrderAhead. Founder of FiveStars. Graduated from Berkley.
Hubert Wong
(Principal Engineer & Co-founder)Was CTO of the company for 6 years. Former Senior Software Engineer at Vungle, OpenTable and CoPilot Labs. BS in Electrical Engineering and Computer Science at Berkley.
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