Job Description

CaptivateIQ is the leading Sales Performance Management solution, recognized by Forrester and G2, and trusted by customers including Affirm, Gong, and Figma. With solutions for Sales Planning and Incentives, we help revenue teams automate processes, hit revenue targets, and adapt with business change, ultimately driving efficient growth. It's time to rethink ROI - your return on incentives - with CaptivateIQ.

With backing from Sequoia, Accel, ICONIQ, Sapphire Ventures, and other leading investors, CaptivateIQ is on a mission to enable every company to improve their return on incentives and sales planning.

Come and see why Glassdoor and Comparably have recognized CaptivateIQ as a best place to work!

About the Role:

As the Senior Director, Finance, you will lead CaptivateIQ’s strategic finance initiatives, overseeing budgeting, forecasting, financial planning, performance analysis, and strategic decision support. You’ll report directly to the Co-CEO and work closely with C-level leadership across the organization. This role is both strategic and hands-on, and will help shape our financial infrastructure as we scale.

You will manage a growing team, drive company-wide planning and forecasting processes, develop investor-ready reporting, and partner with key departments (Sales, Marketing, Product, Ops) to ensure alignment between financial strategy and operational execution.

Hybrid expectation: 3 days a week in our Menlo Park or Austin office.

Responsibilities

• Lead the development and evolution of CaptivateIQ’s long-range financial strategy in partnership with executive leadership.
• Own and enhance the consolidated corporate model; drive monthly, quarterly, and annual forecast cycles.
• Develop and manage strategic plans, including annual operating plans and multi-year forecasts.
• Guide resource allocation and capital investment decisions across the company.
• Provide deep analysis of financial performance, unit economics, and ROI to support executive decision-making.
• Define and report on KPIs (e.g., CAC, CAC Payback, Magic Number, LTV, NRR) and develop dashboards and reporting structures that improve insight and accountability.
• Build real-time performance tracking tools and promote a culture of metrics-driven decision-making.
• Serve as a trusted financial partner to key business leaders in Sales, Marketing, Product, and Operations.
• Lead financial reporting and insights delivery to the Executive Team, Board of Directors, and investors.
• Support company-wide strategic initiatives, including: M&A evaluation, partnerships, and capital market activities.
• Thrives in lean environments; sets a high bar for accuracy and analytical rigor while operating with agility and ownership.
• Manage and grow a high-performing finance team; provide mentorship and foster career development.
• Lead the annual budgeting process, partnering with department heads to ensure clarity, accountability, and alignment with company-wide objectives.
• Optimize and automate financial systems, processes, and tools (e.g., NetSuite, Adaptive Insights, Looker).

Requirements

• 10+ years of progressive experience in Strategic Finance, FP&A, Investment Banking, or Corporate Development with 3–5+ years in leadership roles at a B2B SaaS company.
• Demonstrated success in building and managing high-impact finance teams in growth-stage companies.
• Exceptional financial modeling, analysis, and forecasting skills.
• Advanced ability to distill complex financial concepts into clear insights for diverse audiences.
• Proven track record partnering cross-functionally and influencing executive stakeholders.
• Deep understanding of SaaS metrics, business models, and customer lifecycle dynamics.
• Excellent communication skills—verbal, written, and visual presentation.
• Proficiency in Excel/Google Sheets and SQL; familiarity with business intelligence tools (e.g., Looker, Tableau), ERP (e.g., Netsuite), and FP&A systems (e.g., Anaplan, Adaptive Insights).

Benefits

• (US-ONLY) 100% of medical, dental, and vision covered including 75% for dependents
• Flexible vacation days and quarterly mental health days so you can recharge
• Enjoy a one-time expense on your 1-year work anniversary (to use for travel, home furnishings, fancy meal)
• Annual stipends for professional development and caretaking
• (US-ONLY) 401k plan to participate in and save towards the future
• Newest Apple products to help you do your best work
• Employee Resource Groups (ERGs) to support and celebrate the shared identities and life experiences of communities within CaptivateIQ. ERGs directly support our company-wide DEI goals as a space for developing and retaining diverse talent

Notice for Prospective Candidates

• Only emails from @captivateiq.com should be trusted.

We are aware of active recruitment scams using the CaptivateIQ name, in which individuals pose as our recruiters and post fake remote job openings and make fake job offers on the Internet. Please note, we will never do the following:

• Attempt to correspond with a candidate using a free web-based account, such as an email address that ends in @gmail.com, @yahoo.com, @hotmail.com, etc.
• Make an offer of employment without conducting multiple rounds of interviews face-to-face using secure video-conferencing technology.
• Ask candidates to cash checks to buy equipment on behalf of CaptivateIQ.
• Ask candidates to make a payment in order to be considered for a position.
• Make early requests for candidates' personal information such as date of birth, passport details, credit card numbers, bank details and social security number, etc.
• Please note that we’ll only ask for more sensitive personal information in connection with background checks after an offer is made.

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