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Talkdesk

Cloud-based contact center platform for enterprises

Senior Manager, FP&A - GTM

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeRemote in USARemote

About the Job

Requirements

  • Eight or more years of relevant finance experience preferred.
  • Three or more years of experience supporting Marketing organizations and budgets.
  • Experience building models to evaluate Marketing program spend return on investment and pipeline generation efficiency.
  • Knowledge of Sales and Marketing and applicable key metrics, including annual recurring revenue, monthly recurring revenue, pipeline, conversion and win rates, customer acquisition cost, and lifetime value.
  • Strong financial and operational planning skills.
  • Experience partnering with senior leadership and influencing at all levels of an organization.
  • Excellent written and verbal communication skills, including experience developing and delivering presentations.
  • Expertise building Excel-based financial models, particularly aggregating and analyzing data to provide actionable insights.
  • Ability to multitask effectively and work in team environments or independently.
  • Experience with headcount reconciliation and month-end budget/forecast versus actuals reconciliation.
  • A four-year university degree in Finance, Economics, Accounting, or a related field.
  • Experience with financial systems including Adaptive, NetSuite, Zuora, Coupa, and Salesforce.

Responsibilities

  • Serve as the strategic finance partner to Sales and Marketing leadership, including the Chief Revenue Officer, Chief Marketing Officer, and their teams, influencing go-to-market strategy, investment priorities, and resource allocation.
  • Own the go-to-market portion of the annual operating plan, quarterly reforecasts, and long-range plan, including bookings, pipeline, quota capacity, headcount, and Sales and Marketing operating expenses.
  • Lead capacity and productivity planning with Sales Operations, including representative hiring plans, ramp assumptions, quota setting, territory coverage, and attainment.
  • Partner with Marketing to model and optimize demand-generation spend, pipeline contribution, funnel conversion, and channel return on investment.
  • Own reporting and analysis of key go-to-market and software-as-a-service unit economics, including annual recurring revenue, net new annual recurring revenue, net and gross revenue retention, churn, customer acquisition cost and payback, lifetime value to customer acquisition cost, and Sales and Marketing efficiency (magic number).
  • Lead monthly and quarterly close for Sales and Marketing, including budget-versus-actual and forecast-versus-actual variance analysis, holding leaders to their budgets and explaining performance drivers.
  • Prepare and present Sales and Marketing performance updates, business reviews, and recommendations to the executive team, and contribute go-to-market content to board materials.
  • Build business cases and scenario models for major go-to-market decisions, such as new segments or geographies, pricing and packaging, partner and channel programs, and large marketing investments.
  • Partner with Sales Operations, Accounting, and Human Resources/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 go-to-market planning and reporting by improving processes, systems, and data integration across customer relationship management systems such as Salesforce, planning tools, and business intelligence dashboards.

Desired Qualifications

  • SaaS experience is strongly preferred.
  • Eight or more years of relevant finance experience is preferred.

About the Company

Talkdesk

Cloud-based contact center platform for enterprises

Talkdesk provides a cloud-based contact center platform for enterprises through its Talkdesk CX Cloud. The product lets businesses manage customer communications across channels like phone, email, chat, and social media, with features for inbound/outbound calls, omnichannel routing, and built-in analytics. It differentiates itself with an end-to-end, scalable SaaS solution that combines omnichannel routing and analytics in a single system for organizations of varying sizes. Its goal is to help enterprises improve agent productivity and deliver better customer experiences at scale.

Company size
1,001-5,000
Company stage
Series D
Total funding
$497.5M
Headquarters
Palo Alto, CA
Founded
2011

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