Finance Manager

About the role

The Finance Manager will own the models, forecasts, and analytical frameworks that guide the go-to-market strategy. 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, helping them understand performance drivers, define measures of success, and operationalize plans to hit their goals
• 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 that drive GTM models: 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 needed to support 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

Hybrid