GTM Finance Manager
at Level Access
Remote - United States
The GTM (Go-to-Market) Finance Manager is a strategic business partner responsible for driving financial planning, analysis, and operational support across sales, marketing, customer success, and related revenue-generating teams within a SaaS or services technologypany! This role collaborates closely with GTM leaders and cross-functional partners to optimize resource allocation, improve forecasting accuracy, and provide actionable insights that fuel business growth and operational efficiency. The role reports to the VP of Global FP&A!
Key Responsibilities
Financial Planning & Analysis
Lead the budgeting, forecasting, and long-term planning processes for GTM teams, ensuring alignment with corporate objectives and financial targets1
Prepare and analyze monthly and quarterly P&L statements, financial packages, and variance analyses for sales, marketing, and customer successanizations6
Build and maintain financial models to support strategic planning, headcount management, investment decisions, and scenario analysis1
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
Business Partnership & Strategic Support
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, includingpensation plan modeling, margin analysis, and performance tracking
Process Improvement & Systems
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
ing & Executive Support
Generate and present financial reports, forecasts, and strategic rmendations to senior leadership and the Board of Directors
Provide clear, actionable insights to drive accountability for budget adnce and support key business initiatives
Qualifications
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
Excellentmunication 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
Preferred Qualifications
Experience supporting GTM teams in a high-growth SaaS or technologypany
Familiarity with international business operations and multi-currency analysis.
Proven ability to drive process automation and systems improvements.
Application Process
This is a full-time salaried position with apetitive benefits package, including bonus opportunities and unlimited vacation/FTO. Salary ismensurate with experience. The role is being offered as a remote role, with the option to use our office in Arlington, VA. Please submit your cover letter and resume for immediate consideration.
Level Access ismitted to workforce diversity. Equal Opportunity Employer. 2025, Level Access.
We will ensure that individuals with disabilities are provided reasonable amodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request amodation.
at Level Access
Remote - United States
The GTM (Go-to-Market) Finance Manager is a strategic business partner responsible for driving financial planning, analysis, and operational support across sales, marketing, customer success, and related revenue-generating teams within a SaaS or services technologypany! This role collaborates closely with GTM leaders and cross-functional partners to optimize resource allocation, improve forecasting accuracy, and provide actionable insights that fuel business growth and operational efficiency. The role reports to the VP of Global FP&A!
Key Responsibilities
Financial Planning & Analysis
Lead the budgeting, forecasting, and long-term planning processes for GTM teams, ensuring alignment with corporate objectives and financial targets1
Prepare and analyze monthly and quarterly P&L statements, financial packages, and variance analyses for sales, marketing, and customer successanizations6
Build and maintain financial models to support strategic planning, headcount management, investment decisions, and scenario analysis1
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
Business Partnership & Strategic Support
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, includingpensation plan modeling, margin analysis, and performance tracking
Process Improvement & Systems
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
ing & Executive Support
Generate and present financial reports, forecasts, and strategic rmendations to senior leadership and the Board of Directors
Provide clear, actionable insights to drive accountability for budget adnce and support key business initiatives
Qualifications
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
Excellentmunication 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
Preferred Qualifications
Experience supporting GTM teams in a high-growth SaaS or technologypany
Familiarity with international business operations and multi-currency analysis.
Proven ability to drive process automation and systems improvements.
Application Process
This is a full-time salaried position with apetitive benefits package, including bonus opportunities and unlimited vacation/FTO. Salary ismensurate with experience. The role is being offered as a remote role, with the option to use our office in Arlington, VA. Please submit your cover letter and resume for immediate consideration.
Level Access ismitted to workforce diversity. Equal Opportunity Employer. 2025, Level Access.
We will ensure that individuals with disabilities are provided reasonable amodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request amodation.
Job ID: 477674523
Originally Posted on: 5/19/2025
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