About Glean:
Founded in 2019, Glean is an innovative AI-powered knowledge management platform designed to help organizations quickly find, organize, and share information across their teams. By integrating seamlessly with tools like Google Drive, Slack, and Microsoft Teams, Glean ensures employees can access the right knowledge at the right time, boosting productivity and collaboration. The company’s cutting-edge AI technology simplifies knowledge discovery, making it faster and more efficient for teams to leverage their collective intelligence.
Glean was born from Founder & CEO Arvind Jain’s deep understanding of the challenges employees face in finding and understanding information at work. Seeing firsthand how fragmented knowledge and sprawling SaaS tools made it difficult to stay productive, he set out to build a better way - an AI-powered enterprise search platform that helps people quickly and intuitively access the information they need. Since then, Glean has evolved into the leading Work AI platform, combining enterprise-grade search, an AI assistant, and powerful application- and agent-building capabilities to fundamentally redefine how employees work.
About the Role
We’re looking for a Strategic Finance Lead to own our Company Model and partner closely with our Marketing and Sales Development organization.
You will act as a thought partner to the Marketing and Sales Development leadership team, bringing financial insights, strategic analysis, and decision support to accelerate customer acquisition and drive efficient growth. This role sits at the intersection of Finance, Marketing, and Corporate—ideal for someone who thrives in cross-functional environments and loves turning data into action.
You will
- As the corporate lead on Glean’s Strategic Finance team, you will own our company model and lead our consolidated strategic and financial planning processes, including long range planning
- Serve as a thought partner to cross-functional stakeholders in marketing and sales development to ensure they have the necessary resource allocations to invest in key investments/initiatives
- Drive alignment on KPIs and key metrics to track team-specific and company-wide trends, growth initiatives, business performance, and provide visibility into operating performance
- Understand and analyze the levers that drive Glean’s long-term financial trajectory
- Establish and manage key ROI and efficiency metrics across different marketing channels, and regularly analyze and report on these metrics to drive continuous improvement and operational excellence
- Own pipeline generation forecasting on behalf of the Strategic Finance team
- Implement a best-in-class planning system that will scale
- Assist with capital planning efforts, corporate finance, and investor relations
- Partner with the accounting team to make sure forecasts are aligned with historical financials
- Prepare presentations and key reporting to the Board of Directors and Executive Team
About you
- An ability to distill complex issues into structured frameworks and concrete action plans
- Expert financial modeling experience with strong attention to detail
- Ability to quickly identify and methodically resolve potential road-blocks
- Excellent presentation and writing skills and the ability to clearly communicate messages that link business issues, financial results, and strategy at the executive level
- 5+ years of relevant experience in investment banking, private equity, FP&A, strategic finance, or related fields - preferably for a B2B and/or SaaS business
- Prior experience leading annual / semi-annual planning cycles is a major plus
- Willingness to relocate to the Bay Area and work 4 days a week in the office
Location
This role is hybrid out of our SF Bay Area offices
Compensation & Benefits:
The standard base salary range for this position is $170,000 - $230,000 annually. Compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience. Certain roles may be eligible for variable compensation, equity, and benefits.
We offer a comprehensive benefits package including competitive compensation, Medical, Vision, and Dental coverage, generous time-off policy, and the opportunity to contribute to your 401k plan to support your long-term goals. When you join, you'll receive a home office improvement stipend, as well as an annual education and wellness stipends to support your growth and wellbeing. We foster a vibrant company culture through regular events, and provide healthy lunches daily to keep you fueled and focused.
We are a diverse bunch of people and we want to continue to attract and retain a diverse range of people into our organization. We're committed to an inclusive and diverse company. We do not discriminate based on gender, ethnicity, sexual orientation, religion, civil or family status, age, disability, or race.
#LI-HYBRID
Top Skills
Glean Palo Alto, California, USA Office
Palo Alto, CA, United States
Similar Jobs
What you need to know about the San Francisco Tech Scene
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- 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
