Finance Manager

About the role

The Finance Manager will own the models, forecasts, and analytical frameworks that guide GTM investments and inputs for Sales, Marketing, and Revenue leaders. This role will provide full-time ownership of GTM finance and ensure continuous, embedded financial partnership for key stakeholders.

Responsibilities

• Own GTM forecasting models across pipeline, bookings, ARR, revenue, CAC payback, and efficiency metrics
• Build bottoms-up sales capacity and hiring models and tops-down pipeline models by segment
• Partner with Sales, Marketing, Customer Success, and Recruiting to understand performance drivers, define success measures, and operationalize plans
• Drive annual planning, quarterly re-forecasts, and scenario modeling
• Analyze funnel conversion, pipeline health, sales productivity, retention, NRR, and expansion trends
• Define and maintain core assumptions driving GTM models such as ramp times, win rates, time to close, conversion rates, pipeline generation targets, and marketing efficiency benchmarks
• Support pricing and packaging analysis across new products, segments, and enterprise opportunities
• Translate complex data into clear narratives for executive and board audiences
• Assist with sales compensation modeling, deal desk support, and incentive design
• Build and refine planning processes, operating cadences, and financial infrastructure for Workshop's growth

Requirements

• 6+ years of experience in FP&A, strategic finance, investment banking, or consulting
• Deep understanding of SaaS business models and metrics
• Experience understanding margin drivers and unit economics across GTM motions, channels, and customer segments
• Strong financial modeling and analytical skills in Excel / Sheets
• Experience partnering directly with Sales and/or Marketing leadership on planning and investment decisions
• Strong executive communication and storytelling ability
• Comfort operating in ambiguity and fast-moving environments

Bonus points

• Experience with BI and/or planning tools like Looker, Mode Analytics, Tableau, Pigment, Runway, or Anaplan
• Familiarity with HubSpot and RevOps tooling and concepts
• Exposure to sales compensation design or deal desk operations
• Experience building GTM capacity models or headcount planning frameworks from scratch
• Background at a high-growth SaaS company
• Ability to build frameworks and make recommendations when historical data is limited or processes don’t exist yet

Pay

Competitive compensation

Schedule

Flexible work environment