Strategic Finance, Perchwell

$145-185k

+ Equity

Excel

Google Sheets

Senior and Expert level

New York

More information about location

4 days a week in office (SoHo, NY)

Data & workflow platform for residential real estate

Be an early applicant

Data & workflow platform for residential real estate

21-100 employees

PropertyB2BMarket researchReal EstateBusiness IntelligenceSaaS

Be an early applicant

$145-185k

+ Equity

Excel

Google Sheets

Senior and Expert level

New York

More information about location

4 days a week in office (SoHo, NY)

21-100 employees

PropertyB2BMarket researchReal EstateBusiness IntelligenceSaaS

Company mission

To empower agents with the next generation of tools to serve their clients and grow their businesses to new heights.

Job

Company

Role

Who you are

6-8+ years of relevant experience in investment banking, startup finance, corporate
Planning, VC/PE, business finance or related fields
A highly ambitious “roll up your sleeves” mentality and cross-functional partnership when building with other stakeholders
An ability to distill sophisticated business and organizational issues into structured
Frameworks and develop concrete, follow up action plans
Deep understanding of technology/internet businesses, both for B2B and B2C
Models
Ability to empathize with customer problems in residential real estate, including
Brokerages, agents, and end point consumers
Strong proficiency in Excel / Google Sheets and PowerPoint / Google Slides

What the job involves

You’ll play a critical role in driving the next phase of growth for Perchwell
This is a high-impact, high-visibility role where you’ll tackle the company’s most complex scaling challenges by developing and operationalizing the financial and strategic infrastructure needed to 10x the business
You’ll operate at both a high level strategic altitude and down to the details—owning core operating finance models, supporting mission critical fundraising and board initiatives, and enabling core company functions across sales, marketing, and customer success
This is an opportunity to help shape the trajectory of a fast-moving company while embedding best-in-class SaaS metrics, systems, and decision frameworks into the heart of how we operate
Function as a flexible thinker with the ability to operate both at a mile-high,
Strategic level, while also owning the details
Build creative financial models to help direct company operations, including our
Day-to-day motion, annual planning, and large investments
Contribute as a core member of the team driving fundraising and board efforts
Direct the building of core systems to enable our next phase of growth, including
Supporting sales, marketing, and success teams across revenue recognition and
CRM
Be a thought leader for best-in-class SaaS metrics, incorporating top-line growth,
Expansion, pricing and sales compensation
Spearhead emerging, new business initiatives that require business modeling and
An analytical lens
Partner cross functionally for newly emerging GTM teams in setting up their motions
By balancing trade-offs for customer needs, top-line growth and the general business

Our take

The real estate industry was initially slow to get on the tech-drive, but the last few years have seen a groundswell of demand from professionals for tools that allow them to save time and labor doing the “background” work that leads to closing transactions. Perchwell’s end-to-end workflow platform capitalises on this.

Its services allow real estate agents, mortgage brokers and multiple listing services (MLSs) to more easily manage distributed data, access market research and work with clients via one API. Perchwell launched in 2015 and showed encouraging growth in New York City, eventually winning the custom of the Real Estate Board of New York, as well as major private companies like Sotheby’s.

Founded in New York, Perchwell received $25 million from Multiple Listing Service company REcolorado in 2024, after expanding the former's customer base to REcolorado clients in 2022. The aim for Perchwell now is accelerating the growth of its customer base, whilst developing its AI data and workflow capabilities for real estate agents.

Kirsty

Company Specialist at Welcome to the Jungle

Insights

Top investors

4% employee growth in 12 months

Glassdoor (4.1)

Company

Funding (last 2 of 3 rounds)

Jul 2024

$25m

SERIES B

Oct 2022

$15m

SERIES A

Total funding: $55m

Company benefits

Health, dental, vision, spending accounts
401K match
Unlimited time off
Annual On-site Events in NYC
Maternity leave
HSA and FSA options

Company HQ

SoHo, New York, NY

Leadership

Brendan Fairbanks

(CEO)

Former Investment Banking Analyst at Deutsche Bank and former Private Equity Associate at First Reserve.

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