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CaptivateIQ is transforming the way companies plan, manage, and optimize sales performance. We started by revolutionizing incentive compensation management, and now we're expanding our platform to solve broader sales planning challenges. Recognized by industry analysts like Forrester and G2 and backed by top-tier investors, including Sequoia, ICONIQ and Accel, we empower high-growth companies like Netflix, Figma and Stripe with the flexibility and insights needed to drive revenue performance.
Join a talented, fast-growing team committed to solving some of the most complex and impactful problems in sales performance management.
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.
Job Location
The candidate selected for this opportunity must reside near one of the following locations:
Hybrid (in-office 3 days per week)
- Menlo Park, CA
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.
- 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.
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:
CaptivateIQ San Francisco, California, USA Office
480 2nd St, 100, San Francisco, CA, United States, 94107
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
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- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
