Strategic Finance - Strategic Engagements, Deal Lead (NoAM)

Responsibilities

• Own the internal economic framework for strategic deals, providing clear commercial recommendations to support the account team
• Lead the commercial structuring of deals, including pricing and capacity, informed by competitive benchmarks
• Shape deal strategies and economic frames that enhance win probabilities and protect margin integrity
• Monitor and manage concessions, ensuring adherence to margin-dilution thresholds and escalation protocols
• Facilitate cross-functional coordination among teams like Revenue Accounting, Legal, and Pricing during deal processes
• Coach account executives on negotiation strategies and proper deal positioning using the Strategic Engagements playbook
• Participate directly in customer discussions, bringing financial and commercial expertise to influence outcomes

Qualifications

• 8+ years in strategic finance, deal desk, commercial operations, or investment banking with a solid record in structuring complex deals
• Experience handling large enterprise deals (>$75M TCV), including net-new acquisitions and capacity expansions
• Capable of executing deals independently with minimal oversight, showcasing strong decision-making skills
• Proficient in financial modeling, capable of developing complex economic models and analyses to support deal recommendations
• Understanding of SaaS pricing models, billing, and revenue recognition policies in a cloud environment
• Comfort engaging with senior stakeholders (CFO, COO, CIO) about commercial negotiations and structures
• Strong written and verbal communication skills for conveying complex concepts in straightforward terms

Benefits

• Opportunity to work in a fast-paced, innovative environment at the company HQ in Menlo Park, CA
• Collaborative and supportive team culture focused on personal and professional growth
• Direct engagement with high-level enterprise customers, providing exposure to strategic decision-making
• Potential for career advancement as the team scales with expanding deal responsibilities
• Access to cutting-edge AI workflows to enhance operational efficiency

About the Role

This role supports financial discipline around P&L visibility, margin improvement, and business performance. It involves partnering with executive leadership and cross-functional stakeholders to improve planning processes, financial discipline, controls, and resource allocation.