Senior Manager, FP&A - GTM

The role

This person will be a strategic business partner to the Sales and Marketing organization. They will build annual budgets, manage forecasts, and provide decision support through financial analyses.

What you will do

• Serve as the strategic finance partner to Sales and Marketing leadership
• Own the GTM portion of the annual operating plan, quarterly reforecasts, and long-range plan
• Lead capacity and productivity planning with Sales Operations
• Partner with Marketing to model and optimize demand-gen spend and channel ROI
• Own reporting and analysis of key GTM and SaaS unit economics
• Lead monthly and quarterly close for S&M variance analysis
• Prepare and present Sales & Marketing performance updates and recommendations to the executive team
• Build business cases and scenario models for major GTM decisions
• Partner with Sales Ops, Accounting, and HR/Total Rewards on sales compensation plan design
• Build, lead, and develop a team of FP&A analysts

Required qualifications

• 3+ years of experience supporting Marketing organizations and budgets
• Experience building out models to evaluate Marketing program spend ROI and pipeline generation efficiency
• Knowledge of Sales/Marketing and applicable key metrics – ARR, MRR, pipeline, conversion/win rates, CAC, LTV
• Strong financial and operational planning skills
• Experience partnering with Senior Leadership and ability to influence at all levels of an organization
• Excellent communication skills (written and verbal) with experience developing and delivering presentations
• Expertise in building Excel-based financial models
• Ability to multi-task effectively, working in team environments or independently
• Experience with headcount reconciliation and month-end budget/forecast vs actuals reconciliation
• Four-year university degree in Finance, Economics, Accounting, or related field
• Experience with financial systems: Adaptive, NetSuite, Zuora, Coupa, Salesforce

Nice to have

• 8+ years of relevant finance experience
• SaaS experience

Benefits

• Medical, Dental, Vision, Life and Disability Insurance
• Employee Assistance Program (EAP)
• 401(k) plan
• Uncapped paid time off for exempt employees
• Accrual-based paid time off for non-exempt employees
• 14 paid holidays each year
• Uncapped paid time off for exempt employees
• Accrual standard paid sick leave for non-exempt employees

About the company

Talkdesk is pioneering a new era of Customer Experience Automation (CXA) through AI. The company is a global leader in Contact Center as a Service (CCaaS).