Strategic Finance GTM Lead

About the Role

We are looking for a Strategic Finance GTM Lead to drive decision-making behind Candid Health’s GTM motion. In this role, you will be a senior thought partner to our enterprise selling motion, collaborating with Sales, Marketing, Operations, and Leadership teams. Success will be measured by your direct impact on business results, specifically your ability to grow our topline revenue in multiples over the coming years. This role uniquely combines finance and revenue operations responsibilities.

Responsibilities

• Strategic Planning & Analysis: Own forecasting for bookings and sales capacity planning, driving annual plans, quarterly forecasts, and monthly reporting.
• Deal Desk & Pricing: Build pricing frameworks and strategies to optimize unit economics versus volume growth.
• Metric Design and Success Measurement: Define and own metrics, goaling, and performance evaluation covering channel and function-level ROI/payback, the entire sales pipeline (TOF → BOF), lead generation, stage win rates, customer segmentation, and marketing performance.
• Insights Analysis and Deep Dives: Run analyses into funnel, channel, and overall GTM performance. Identify friction points, collaborate with stakeholders to design and implement solutions, and measure results.
• Process Improvement: Build scalable processes to continuously evaluate strategy and execution, including pipeline reviews, deal assessments, and corrective actions.
• Executive Communication: Craft and own the end-to-end narrative for GTM performance. Partner with the Head of Finance and senior leadership to develop and execute core GTM strategies.
• AI-Enabled Forecasting: Leverage AI-driven tools to automate variance analysis and rolling forecasts, focusing on strategic questions rather than performance tracking.

Requirements

• Experience: 6-10 years in finance (strategic finance, investment banking, and/or private equity), including prior experience managing GTM finance for a multi-channel enterprise (B2B) selling motion.
• Analytical Skills: Driven by curiosity to uncover root causes and comfortable leveraging large datasets to inform decisions. Proficient in Excel/Google Sheets and comfortable using SQL to pull your own data.
• Communication: Ability to translate complex financial data into compelling narratives for non-finance stakeholders. You provide actionable insights and a clear point of view on strategic decisions.
• Mindset: A "player-coach" who builds templates and systems proactively, leveraging AI and automation to enhance financial planning processes. Comfortable partnering with executives on long-term strategy.

Pay

The estimated starting annual salary range for this position is $220,000–$260,000 USD. The actual base salary may vary based on factors such as job-related skills, experience, qualifications, interview performance, and market data. Total compensation may also include equity, sales incentives (if applicable), and employee benefits. Equity is a significant component of the compensation package given Candid Health’s funding and size.

Schedule

We are an in-person culture with an ideal weekly schedule of 4 days in our San Francisco office and 1 day working remotely.