We are looking to hire a Senior Manager, FP&A to be a strategic business partner with our Sales and Marketing organization. This individual will be responsible for partnering cross-functionally with senior management to build annual budgets, manage forecasts, and provide decision support through financial analyses to ensure optimal returns on strategic investments. This is a key position providing guidance on financial and operational matters across the entire organization.

Duties and Responsibilities

Serve as the strategic finance partner to Sales and Marketing leadership (CRO, CMO, and their teams), influencing go-to-market strategy, investment priorities, and resource allocation
Own the GTM portion of the annual operating plan, quarterly reforecasts, and long-range plan, including bookings, pipeline, quota capacity, headcount, and Sales & Marketing operating expenses
Lead capacity and productivity planning with Sales Operations: rep hiring plans, ramp assumptions, quota setting, territory coverage, and attainment
Partner with Marketing to model and optimize demand-gen spend, pipeline contribution, funnel conversion, and channel ROI
Own reporting and analysis of key GTM and SaaS unit economics, including ARR, net new ARR, net and gross revenue retention, churn, CAC, CAC payback, LTV:CAC, and S&M efficiency (magic number)
Lead monthly and quarterly close for S&M: budget-vs-actual and forecast-vs-actual variance analysis, holding leaders to their budgets and explaining what drove performance
Prepare and present Sales & Marketing performance updates, business reviews, and recommendations to the executive team, and contribute GTM content to board materials
Build business cases and scenario models for major GTM decisions, such as new segments or geographies, pricing and packaging, partner/channel programs, and large marketing investments
Partner with Sales Ops, Accounting, and HR/Total Rewards on sales compensation plan design, cost modeling, and commission expense forecasting
Build, lead, and develop a team of FP&A analysts, setting priorities, coaching for growth, and raising the bar for analytical quality
Drive scalable GTM planning and reporting by improving processes, systems, and data integration across CRM (e.g., Salesforce), planning tools, and BI dashboards

Qualifications

8+ years of relevant finance experience preferred; SaaS experience strongly preferred
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, with an emphasis on aggregating and analyzing data to provide actionable insights
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 required
Experience with financial systems: Adaptive, NetSuite, Zuora, Coupa, Salesforce

Pay Range (Base Pay): $150,000 - 200,000

Other Types of Pay: Based on level and role the employee may be eligible for long term incentives in the form of equity and short term incentives of either bonus or commission.

Health Insurance: Medical, Dental, Vision, Life and Disability Insurance, Employee Assistance Program (EAP).

Retirement Benefits: 401(k) plan

Paid Time Off: Talkdesk offers an uncapped paid time off program for exempt employees and an accrual-based program for non-exempt employees; both are subject to manager approval and consistent with business needs.

Paid Holidays: Talkdesk offers 14 paid holidays each year.