Note: The job is a remote job and is open to candidates in USA. HighLevel is an AI-powered business operating system that supports agencies, entrepreneurs, and SMBs in building and scaling their operations. The Sr. Strategic Finance Manager will serve as a finance partner for Revenue and Marketing functions, developing analytical frameworks to influence key business decisions and drive growth.
Responsibilities
- Lead and improve the strategic finance partnership across the Revenue and Marketing organizations, acting as a trusted advisor to senior leaders to influence and quantify key business decisions
- Develop and own financial frameworks that connect sales capacity, marketing spend, conversion, and retention to ARR growth and company-level financial targets
- Drive budget planning, pacing, and forecast accuracy across GTM functions
- Build models to forecast acquisition, activation, and free-to-paid conversion performance, translating funnel health into financial outcomes
- Build robust operational and financial models for major initiatives, including ROI, LTV/CAC, and payback analysis
- Quantify trade-offs between growth and profitability, and partner with Sales and Marketing leadership on scenario analysis supporting strategic initiatives, resource allocation, and investment decisions
- Design and track key GTM KPIs — including CAC, LTV/CAC, payback period, sales productivity, conversion rates, and retention efficiency
- Evaluate the ROI of marketing channels, campaigns, and sales investments, partnering with Marketing Operations, RevOps, and Data teams to validate attribution and performance metrics
- Support quarterly and annual GTM reviews with clear insight into spend efficiency and growth contribution
- Partner with Data and BI teams to define reporting requirements, build and maintain analytical datasets, and ensure Finance has reliable, scalable access to the metrics that matter
- Serve as a bridge between Finance and technical data teams — and write SQL independently to pull, validate, and explore data without relying on a data team intermediary
- Foster a collaborative, data-driven culture within Finance by modeling analytical rigor, proactive communication, and cross-functional partnership
- Help shape scalable processes, workflows, and tools that enable the team to operate efficiently and deliver high-quality insights as the company grows
- Identify and spearhead opportunities to leverage AI-based tools and modern data infrastructure to streamline forecasting, automate reporting, and surface insights — helping unlock team capacity for high-impact analysis
Skills
- Bachelor's degree in Finance, Economics, Business, or a related field
- 9+ years of total experience, with at least 6 years in the strategic finance function within a late-stage or high-growth tech or public company environment
- Experience in SaaS, preferably with a usage-based business model component
- Strong understanding of GTM dynamics, including familiarity with sales capacity planning, quota setting, pipeline analysis, acquisition funnels, activation, retention, and user conversion metrics
- Experience supporting or partnering directly with Sales and Marketing leadership to develop forecasts, evaluate spend efficiency and compensation plan design, and align incentives with company growth goals
- Familiarity with digital marketing and growth metrics such as CAC, LTV, ROAS, blended CAC, churn, and retention cohorts
- Demonstrated ability to work directly with raw data — building, cleaning, and validating datasets — and a strong intuition for identifying data quality issues before they affect outputs
- Advanced experience with Excel / Google Sheets, BI tools (Tableau), and / or SQL — can independently to pull, validate, and explore data without relying on a data team intermediary
- Excellent business partnering skills, particularly with non-financial leaders; track record of advising operational and financial improvements across multiple areas of 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
- Ability to navigate ambiguous questions, identify key variables, and drive toward a successful outcome
- Ability to story-tell with data and distill complex topics and tradeoffs into a simple framework to influence decision making
- Bias toward action, strong work ethic, and player-coach mentality with experience driving outcomes under tight timeline
- Extremely detail oriented, highly organized, and able to balance multiple projects in a fast-paced environment
Company Overview