Director, Strategic Finance – GTM

November 25

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HighLevel

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SaaS • Marketing • B2B

HighLevel is an all-in-one marketing and sales platform designed to help businesses grow and succeed. The platform consolidates various marketing tools into a single solution, providing features such as lead capture through landing pages, surveys, forms, and calendars, as well as tools for nurturing leads via automated messaging across multiple channels including phone, SMS, email, and social media. HighLevel offers customizable solutions like online appointment scheduling, multi-channel follow-up campaigns, and pipeline management. Additionally, businesses can build websites, funnels, and landing pages using the intuitive page builder. HighLevel supports integrating with existing systems via API, and offers a membership platform for community building and course management. The platform is targeted towards marketers and offers white-labeling options for businesses to brand the software as their own. With a community-driven development approach and award-winning support, HighLevel is focused on empowering businesses to streamline their operations and enhance their marketing efficiencies.

201 - 500 employees

Founded 2018

☁️ SaaS

🤝 B2B

💰 Series A on 2021-11

📋 Description

• Functional Ownership: Lead our GTM strategic finance function, play a central role in defining how the team partners across the organization and act as a trusted advisor to senior leaders to influence + quantify key business decisions • Strategic Planning & Forecasting: Develop, own and improve the process of defining the business impact of key GTM investments, ensuring connectivity between our operational objectives and financial targets. Influence program objectives, structure and define success of GTM investments to ensure adherence to company-level efficiency targets. • Decision Support: Partner with senior GTM leaders to provide financial insights and scenario analysis supporting strategic initiatives, resource allocation, and investment decisions by leveraging an in-depth understanding of market dynamics, unit economics, pricing strategies, etc. - helping ensure financial assumptions translate into measurable outcomes • Business Case Development: Build robust operational + financial models for major projects, including ROI, LTV/CAC and payback analysis, to help teams quantify trade-offs between driving growth + profitability / articulate compelling financial narratives • Cross-functional Collaboration: Lead cross-departmental financial projects and drive alignment across teams on budgeting, resource planning, and strategic goals. • KPI Development & Tracking: Define and track key performance indicators / productivity metrics across Sales, Marketing, Support and Customer Success, etc. and lead performance measurement initiatives to drive accountability and transparency. • Team and Culture Building: Hire, mentor and guide other finance team members, fostering a high-performance, collaborative and data-driven culture. Architect scalable team structures, workflows, and governance models that support business growth while maintaining a high degree of quality. • AI-enabled Process Improvement: Identify and spearhead opportunities to leverage AI-based tools to streamline existing close / improve precision of forecasting processes, helping unlock team capacity to focus on other ad-hoc or high-impact analysis

🎯 Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA preferred). • 12+ years of progressive experience in strategic finance, FP&A, investment banking, private equity, or corporate strategy in a late-stage / high-growth tech or public company environment, with at least 5+ years of leadership / management experience • Exceptional communication and presentation skills, with experience interfacing with executive teams, board members, and investors. • Excellent business partnering skills, with both financial and non-financial leaders; track record of advising operational and financial improvements across multiple areas in the business • Willingness and ability to operate at multiple levels - deep within the details and big picture - with strong awareness of when to leverage each to achieve a targeted outcome • Advanced modeling skills, including strong understanding of bottom-up financial modeling and tying together unit economics to the overall business impact • Deep understanding of SaaS and usage-based business models and metrics • Ability to jump into ambiguous questions or situations, identify the key variables and drive toward a successful outcome • Extraordinary ability to story-tell with data / analysis and distill complex topics and tradeoffs into a simple framework to influence decision making • Possess a bias toward action, strong work ethic, and player-coach mentality with experience driving operational outcomes under tight timelines • Advanced experience with Excel / Google sheets, BI tools (Tableau), financial planning tools (e.g. Adaptive Insights) and AI tools (e.g. GPT-based copilots, etc.) • **Strong Candidates May Also Bring** • Track record of using AI to improve forecasting methodologies or drive process improvements • Experience building & scaling a strategic finance function from scratch