aytm

Financial Planning and Analysis

• Streamline how finance runs. Replace manual work with modern tools, fix what is broken and build processes that scale without proportional headcount growth.
• Create a real pricing strategy practice in finance. Model the economics of our evolving revenue model and advise on pricing decisions with data.
• Organize the financials and KPIs to tell a clear, compelling story about the health and trajectory of the business.
• Build a sales-finance forecasting partnership that both teams trust and use.
• Lead a lean finance function that punches above its weight through smart use of modern tools and automation. Manage cash flow with the discipline of a bootstrapped business. Every investment is a deliberate choice and capital efficiency is a competitive advantage, not a constraint.

Chief Financial Officer

Revenue Operations

• Support the administration and ongoing improvement of our Customer Success and Revenue Operations tools, including Salesforce, Gainsight, Gong, and related systems
• Serve as a go‑to partner for Customer Success, New Business, and RevOps teams by translating process needs into system updates and enhancements
• Assist with tool configuration, testing, deployment, and QA for new features, workflows, and process changes
• Identify inefficiencies or friction in tools and workflows, and recommend practical improvements that enhance productivity and data quality
• Support Salesforce administration tasks, including: Page layouts, fields, record types, and validation rules, Basic flows and automation (with guidance from senior stakeholders as needed), Data imports, updates, and cleanup (Data Loader, Import Wizard)
• Partner with RevOps to help maintain CRM hygiene, data accuracy, and reporting consistency
• Assist with documenting Salesforce processes and changes to ensure clarity and repeatability
• Support configuration and maintenance of Customer Success tools, including Gainsight, without sole ownership of platform strategy
• Partner with Customer Success leadership to ensure tools align with how teams actually work
• Build and maintain dashboards and operational reporting that support: Pipeline and activity visibility, Customer engagement and lifecycle insights, Team productivity and adoption metrics
• Create and maintain documentation for tools, workflows, and governance best practices

Customer Systems and Revenue Operations Administrator

Operations

• Primarily responsible for the launch, quota set up and monitoring of surveys
• Proactively addressing and resolving issues throughout the fielding process (e.g., sample feasibility, data quality, timeline slippage, budget, technical issues)
• Managing communication for ad hoc partners bid requests for top up sample or for DIY surveys that require custom quotes, plus surveys related communication and invoice reconciliation with panel partners
• Monitoring of open-ended responses and data quality controls
• Managing internal survey requests supporting cross-functional teams such as Marketing, Account Management, Research, Product, and Education (e.g., research on research surveys, IR checks, education examples)
• Assisting with bi-yearly panel profiling review
• Consulting sales teams on best practices for sample selection, timeline and processes for surveys fielding
• Assisting with the updates and maintenance of key Panel Ops documents (e.g., panel book, panel partners list, monthly panel and surveys metrics, process documents, etc.)
• API panel partners invoices reconciliation (monthly) and demographic and psychographic mapping (as needed)

Chief Financial Officer

Customer Systems and Revenue Operations Administrator

Panel Operations Specialist