GTM Finance Manager

Summary

Join Level Access as their GTM (Go-to-Market) Finance Manager, a strategic role responsible for financial planning, analysis, and operational support across sales, marketing, customer success, and related revenue-generating teams. Collaborate with GTM leaders and cross-functional partners to optimize resource allocation, improve forecasting accuracy, and provide actionable insights. This role requires leading budgeting, forecasting, and long-term planning processes, preparing financial statements and analyses, building financial models, and monitoring key metrics. You will serve as a trusted advisor to GTM leaders, collaborate with cross-functional teams, and support pricing and sales strategy development. The position also involves driving process improvements, using business systems, and generating financial reports for senior leadership. This is a remote role with a competitive benefits package, including bonus opportunities and unlimited vacation.

Requirements

• 5+ years of proven experience in financial management or FP&A, with a focus on SaaS, B2B, or technology-driven business models
• Sophisticated proficiency in financial modeling, Excel, and data analysis
• Experience with financial and business systems (e.g., Salesforce, Adaptive Insights, NetSuite)
• Strong understanding of SaaS metrics, GTM strategies, and customer acquisition economics
• Excellent communication and interpersonal skills; ability to present sophisticated financial data to non-finance partners
• Bachelor’s degree or equivalent experience in Finance, Accounting, Business Administration, or related field; MBA or Masters in Finance preferred

Responsibilities

• Lead the budgeting, forecasting, and long-term planning processes for GTM teams, ensuring alignment with corporate objectives and financial targets
• Prepare and analyze monthly and quarterly P&L statements, financial packages, and variance analyses for sales, marketing, and customer success organizations
• Build and maintain financial models to support strategic planning, headcount management, investment decisions, and scenario analysis
• Monitor and report on key financial and operational metrics, such as CAC (Customer Acquisition Cost), LTV (Lifetime Value), payback periods, churn, and Dollar Net Retention
• Serve as a trusted advisor to GTM leaders, providing data-driven insights to optimize resource allocation and assess return on investment on marketing and sales initiatives
• Collaborate with Sales Operations, Revenue Operations, and other cross-functional teams to define, standardize, and monitor KPIs and success metrics
• Support pricing and sales strategy development, including compensation plan modeling, margin analysis, and performance tracking
• Drive process improvements, automation, and standardization initiatives to improve the accuracy and scalability of financial reporting and forecasting
• Use business systems (e.g., Salesforce, Adaptive Insights, ERP platforms) and data visualization tools to streamline workflows and deliver impactful insights
• Generate and present financial reports, forecasts, and strategic recommendations to senior leadership and the Board of Directors
• Provide clear, actionable insights to drive accountability for budget adherence and support key business initiatives

Preferred Qualifications

• Experience supporting GTM teams in a high-growth SaaS or technology company
• Familiarity with international business operations and multi-currency analysis
• Proven ability to drive process automation and systems improvements

Benefits

• Competitive benefits package
• Bonus opportunities
• Unlimited vacation/FTO
• Remote role