Teams at CallRail

The Senior Financial Analyst will support FP&A through budget and forecast variance analysis, financial modeling, monthly reporting, KPI analysis, revenue forecasting, headcount planning, pricing analysis, business cases, customer acquisition cost analysis, and 409A valuation preparation. The role partners with executive leadership and cross-functional teams to improve financial processes and inform operating decisions.

Conduct product demonstrations and implementation calls for inbound B2B leads, convert prospects to trials and customers, uncover business needs, map solutions to customer initiatives, and sell based on value and ROI. Manage account planning, forecasting, and pipeline activities while using Salesforce, Google Suite, Outreach, and AI tools in a fast-paced hybrid environment.

Develop and execute full-funnel, multi-channel demand generation campaigns for CallRail’s agency-focused B2B SaaS business. Generate and convert free-trial leads, manage funnel metrics, optimize campaign performance, coordinate marketing channels and stakeholders, manage program calendars and budgets, and partner with sales, content, SEO, PR, social, and marketing operations teams.