
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
November 21
ERP
Tableau

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
• Support the implementation, configuration, and ongoing maintenance of Abacum, ensuring the tool meets Finance’s planning, reporting, and forecasting needs • Integrate financial and operational data from key systems (e.g., NetSuite, Snowflake, HRIS, CRM, billing systems) to ensure accurate and automated data flows into Abacum • Build and enhance reporting dashboards and planning templates within Abacum to support Finance and cross-functional teams with consistent, real-time insights • Effectively lead the intake, coordination, and execution of multiple projects or requests from cross-functional stakeholders • Collaborate with FP&A and Accounting teams to align data definitions, assumptions, and reporting structures across systems • Support the rollout of Abacum “spaces” and dashboards for business partners across the organization, ensuring data accuracy and ease of use • Assist with data validation and reconciliations to ensure integrity between source systems, financial models, and reporting outputs • Document key workflows, integrations, and system processes to ensure long-term scalability and repeatability • Identify and automate manual Finance workflows by leveraging system capabilities and integrations to reduce friction and improve efficiency • Partner with Finance leadership to evaluate new features, enhancements, or integrations that improve system performance and user experience • Provide training and support to FP&A and business users on system functionality, dashboards, and best practices
• Bachelor’s degree in Finance, Accounting, Information Systems, or a related field • 5+ years of experience in FP&A, Finance Systems, or related roles within a SaaS or technology company • Hands-on experience with FP&A tools (Abacum preferred; Pigment, Adaptive, or Anaplan also relevant) • Familiarity with ERP systems (e.g., Intacct, NetSuite) and data warehouses (e.g., Snowflake) • Basic understanding of system integrations, data flows, and financial planning processes (forecasting, budgeting, headcount planning, reporting) • Strong analytical and problem-solving skills with keen attention to detail and data accuracy • Experience working with BI or reporting tools (e.g., Tableau, Looker, Power BI) is a plus • Ability to translate business needs into clear system requirements and collaborate effectively with technical teams • Strong organizational and communication skills; comfortable managing multiple projects in a fast-paced environment • Curiosity, ownership mindset, and enthusiasm for improving financial systems and processes
• Equal Employment Opportunity Employer • Global remote-first environment • Culture of creativity, collaboration, and impact • Training and support for system functionality
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