Financial Planning and Analysis

• Partner deeply with Sales and TCX (Technical Customer Experience) leaders to support strategic decision-making and initiative prioritization
• Build and improve GTM financial models we use to run the business, including Bookings, Sales Capacity, Pipeline, and Expansion models
• Drive annual planning and forecasting processes for top-line and GTM investments in Sales and TCX
• Develop and improve metrics to measure Sales and TCX performance
• Deliver timely reporting packages with insights into growth levers and GTM performance
• Partner cross-functionally to improve processes and systems supporting our path toward IPO-readiness
• Drive projects to improve predictability of top-line results, identify efficiency gains, and chart the path for future growth

Strategic Finance Manager

Senior Financial Analyst

Senior Financial Planning and Analysis Manager

National Investment Manager

FP&A Lead

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