About the Role

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. 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.

What You'll Do

Strategic Partnership & Business Insights

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

Planning, Forecasting & Reporting

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

SaaS Metrics & Unit Economics

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)

Systems, Automation & Process Improvement

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

What We're Looking For

Experience

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

Technical Skills

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

Domain Knowledge

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

Soft Skills

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

Bonus Points

Direct experience using CaptivateIQ or similar incentive compensation platforms

Prior experience at a company that went through a hyper-growth phase or public market preparation

MBA or advanced degree in Finance, Business, or a related field

Benefits

Comprehensive Healthcare: 100% coverage for medical, dental, and vision for all FTEs, with roughly 75% coverage for dependents.
Flexible Time Off: Flexible vacation days plus quarterly mental health days to ensure you have the space to recharge.
Annual Stipends: Dedicated funds for your professional development and caretaking needs.
Work Anniversary Bonuses: Annual bonuses to celebrate your milestones and contributions to the CaptivateIQ team that grow as your tenure does.
Retirement Savings (US-Only): A 401(k) plan to help you invest in and secure your future.
Premium Tools: The latest Apple hardware to empower you to do your best work.
Inclusive Community: Active Employee Resource Groups (ERGs) that celebrate shared identities and support our DEI goals by fostering an environment where diverse talent thrives.

Notice for Prospective Candidates

Only emails from @captivateiq.com should be trusted.
We are aware of active recruitment scams using the CaptivateIQ name, in which individuals pose as our recruiters and post fake remote job openings and make fake job offers on the Internet. Please note, we will never do the following:
Attempt to correspond with a candidate using a free web-based account, such as an email address that ends in @gmail.com, @yahoo.com, @hotmail.com, etc.
Make an offer of employment without conducting multiple rounds of interviews face-to-face using secure video-conferencing technology.
Ask candidates to cash checks to buy equipment on behalf of CaptivateIQ.
Ask candidates to make a payment in order to be considered for a position.
Make early requests for candidates' personal information such as date of birth, passport details, credit card numbers, bank details and social security number, etc.
Please note that we’ll only ask for more sensitive personal information in connection with background checks after an offer is made.