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Full-Time

Finance Operations Project Manager

Confirmed live in the last 24 hours

Klaviyo

Klaviyo

1,001-5,000 employees

Marketing automation for e-commerce businesses

Consumer Software
Fintech

Compensation Overview

$96k - $144kAnnually

Mid

San Mateo, CA, USA

Category
Project Management
Finance & Banking
Business & Strategy
Required Skills
NetSuite
Salesforce
Coupa
Requirements
  • Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
  • 3+ years of experience in project management, preferably in Finance Operations or a related area.
  • Strong understanding of Finance, Order to Cash and Go-To-Market processes and systems.
  • A natural curiosity and desire to understand the desired outcomes of projects.
  • A very strong propensity to ask “why?”
  • Excellent communication, collaboration, and interpersonal skills.
  • Proficiency in project management tools and methodologies.
  • Ability to manage multiple projects simultaneously and meet deadlines.
  • Detail-oriented with strong analytical and problem-solving skills.
  • Experience with enterprise applications such as Salesforce, NetSuite, Coupa, Concur, Zip, etc., is a plus.
Responsibilities
  • Assist in translating functional needs into detailed project plans and technical solutions.
  • Support the Senior Finance Operations Solutions Architect in leading project intake and design sessions across Finance, GTM Operations, SMEs, and business leaders.
  • Manage project timelines, resources, and deliverables to ensure successful project execution from intake to delivery.
  • Act as a liaison between the Finance Systems team and other cross-functional teams to support scoping technology solutions, enhancements, or optimizations.
  • Facilitate communication and collaboration among project stakeholders to ensure alignment and successful project outcomes.
  • Monitor and recommend changes to improve processes, technology, and data quality.
  • Support the implementation of end-to-end processes, identify and close gaps in processes and dependencies, and contribute to transforming the technology landscape.
  • Follow Technology Governance by completing project intake sessions, introducing standard methodologies, principles, templates, and repeatable processes.
  • Assist in the creation of testing plans, templates, and carrying out end-to-end projects and testing objectives.
  • Through partnership and collaboration with key stakeholders, support change management initiatives, UAT, programs, and large-scale cross-functional initiatives.

Klaviyo offers marketing automation and customer data management tools tailored for e-commerce businesses. Their platform enables companies to collect and analyze customer information to create personalized marketing campaigns, including email and SMS outreach. Unlike competitors, Klaviyo focuses on e-commerce and operates on a subscription model that allows businesses to scale their marketing efforts. The goal of Klaviyo is to help e-commerce businesses build stronger customer relationships through data-driven strategies.

Company Stage

IPO

Total Funding

$1.5B

Headquarters

Boston, Massachusetts

Founded

2012

Growth & Insights
Headcount

6 month growth

5%

1 year growth

29%

2 year growth

41%
Simplify Jobs

Simplify's Take

What believers are saying

  • Klaviyo's successful IPO and substantial funding, including $1.478B, provide strong financial backing for future growth and innovation.
  • The launch of Klaviyo AI and its continuous feature expansion position the company as a leader in AI-driven marketing automation.
  • Strategic partnerships, such as with Nosto and LiftEngine, enhance Klaviyo's ecosystem and offer clients comprehensive solutions for personalized marketing.

What critics are saying

  • The competitive landscape in marketing automation is intense, with rivals like ConvertKit and Amazon's Buy With Prime posing significant threats.
  • Rapid expansion and the integration of new features may lead to operational challenges and potential service disruptions.

What makes Klaviyo unique

  • Klaviyo's deep integration with e-commerce platforms like Shopify and its focus on personalized marketing automation set it apart from broader marketing automation tools.
  • The company's robust AI suite, including features like Flows AI and review sentiment analysis, offers advanced capabilities that many competitors lack.
  • Klaviyo's Partner Programs connect businesses with expert agencies, enhancing the platform's usability and customer satisfaction.

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