Senior Strategic Finance & Operations Manager, Qualified.com
Agentic marketing platform
Job no longer available
Agentic marketing platform
201-500 employees
Job no longer available
201-500 employees
Company mission
To lead marketing teams into the future of pipeline generation.
Role
Who you are
- 5–8 years of progressive experience in strategic finance, corporate finance, or consulting/operations, ideally within a top B2B SaaS, AI or technology company. Prior experience at a top-tier investment bank, management consulting firm (MBB), or venture capital/private equity is a plus
- Strong analytical and problem-solving skills, with a track record of turning complex data into clear, actionable insights
- Must have advanced financial modeling alongside top tier Excel/Google Sheet skills; fluency in planning/analytics tools (experience with Pigment, Anaplan, Adaptive, Planful, or similar) is a plus
- A strategic mindset paired with a bias for action—comfortable operating from high-level frameworks down to execution in the details
- Growth-stage agility: proactive, adaptable, and energized by building in a fast-moving environment
- Bachelor’s degree from a top tier university is required
What the job involves
- We’re looking for a hands-on, strategic leader to join our Strategic Finance & Operations team as the Senior Manager of Strategic Finance & Operations
- In this role, you will be a driving force in shaping how we grow and scale—building the financial and operational frameworks that guide decision-making, instill rigor, and enable the business to scale with confidence
- You will partner closely with senior leadership and cross-functional teams to uncover growth opportunities, strengthen efficiency, and ensure operational readiness for our next phase of expansion
- From leading strategic finance initiatives, to owning procurement and vendor management, to driving cross-functional programs that elevate scalability, this role combines strategy, execution, and cross-functional leadership
- This is a high-visibility position with direct influence on the company’s growth, efficiency, and scalability
- You’ll play a pivotal role in shaping how Qualified scales—building the financial and operational foundation that enables sustainable growth and long-term success
- Lead strategic finance & operational initiatives that inform decision-making and elevate company performance
- Partner with GTM, product, and operations leaders to identify and execute opportunities that drive growth and efficiency
- Own and evolve G&A or key operational systems & processes that will help us scale, such as procurement and vendor management processes, ensuring rigor across finance, legal, IT, and InfoSec
- Drive cross-functional initiatives that strengthen scalability and operational discipline across the company
- Build models, frameworks, and processes that translate data into actionable insight and strategic clarity
- Act as a trusted advisor to senior leadership, shaping financial strategy and supporting operational execution
Our take
Customer Relationship Management is a vital part of a business's success, which has typically been handled by anonymous, text-based interactions. However, businesses have long known that many VIP customers prefer to connect personally with a company, which is what Qualified.com was founded to support.
The company's initial offering was built around alerting businesses when a high-profile customer was considering a purchase, alongside the tools to act upon this. Today, Qualified.com delivers PiperX, an AI SDR agent. The agent is capable of meeting with potential buyers in real-time, scheduling follow-ups, using contextual nudges to nurture leads and much more.
This agentic approach allows Qualified.com users to scale inbound pipeline generation across their marketing channels, in a manner that cannot be achieved with human work alone. Its innovative approach has caught the eye of the market, with Salesforce moving to acquire the company in order to bolster its own agentic B2B marketing solution.
Steph
Company Specialist at Welcome to the Jungle
Insights
-17% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Apr 2022
$95m
SERIES C
May 2021
$51m
SERIES B
Total funding: $163m
Company benefits
- 100% Paid Medical, Dental, & Vision
- Monthly Wellness Stipend
- Free Gigabit Internet For Your Home Office
- Above Market Equity Packages At All Levels
- Work Equipment
- Parental Leave
Company HQ
Yerba Buena, San Francisco, CA
Leadership
Kraig Swensrud
(Co-Founder & CEO)Kraig worked for Salesforce.com for almost 7 years, before joining Campaign Monitor as CMO in 2014. Having founded GetFeedback in 2013, they founded Qualified.com in August 2018.
Sean Whiteley
(Co-Founder)Sean worked as an Aol Systems Engineer, a PwC Developer and Director of Sales Engineering at webMethods. They spent over 6 years at Salesforce.com before co-founding GetFeedback and Qualified.com.
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