At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you’re a close but not exact match with the description, we hope you’ll still consider applying. Want to learn more about life at Klaviyo? Visit klaviyo.com/careers to see how we empower creators to own their own destiny.
At Klaviyo, we know that building a great company starts with building a great team. We welcome candidates from a wide range of backgrounds and experiences, and we care as much about your trajectory and potential as we do about direct, one‑to‑one matches with every requirement.
About the team
Klaviyo went public in 2023 and is scaling fast. This is a rare chance to make a difference in building Finance systems foundation for a company at this inflection point. The Finance Technology Systems team is part of G&A Systems within Global Technology Solutions (GTS). This group designs, operates, and continually improves the applications and workflows that power how Klaviyo manages money, risk, and financial reporting at scale.
The team partners closely with Finance, Accounting, Tax, Treasury, FP&A, Procurement, and Internal Audit, as well as adjacent technology teams like Corporate IT, Data, and GTM Systems, to ensure our back‑office stack is reliable, well‑integrated, compliant, and ready for a public, AI‑forward SaaS business. We own the roadmap, health, and governance of platforms including our ERP and financial systems (e.g., NetSuite/Oracle), procure‑to‑pay (e.g., Coupa), revenue and billing systems, and related integrations and automation.
This role reports to the Senior Director, G&A Systems and leads the team responsible for Finance Technology Solutions across Klaviyo.
What You'll Do
As the Product Lead, Finance Systems, you will be the accountable technology leader for Klaviyo’s Finance application landscape and core financial workflows. You will define and execute the multi‑year vision for our Finance systems, and partner with senior Finance and GTS leaders to deliver automation, control, and insight across our procure‑to‑pay, record‑to‑report, and order‑to‑cash processes.
Own the Finance systems vision and roadmap
- Define and maintain the multi‑year strategy and roadmap for Klaviyo’s Finance technology stack ( procure‑to‑pay, order-to-cash( revenue and billing,treasury), record-to-report( close and reconciliation), aligned to the CFO’s agenda and the company’s financial plan.
- Translate Finance - Accounting, Tax, and FP&A objectives into clear systems investments and sequencing, balancing foundational platform work with high‑impact automation and analytics use cases.
Deliver on the Roadmap
- Collaborate with application owners, x-functional teams, business systems analysts, administrators, and integration specialists in driving functional design and delivering the agreed upon roadmap
- Set clear expectations around timelines, measurable business outcomes with Finance stakeholders
Drive AI-native transformation across Finance
- Lead Klaviyo's push to make Finance one of the most automated, insight-driven functions in the company. You'll identify and deliver high-value AI use cases across the Finance workflow.
- You'll partner directly with Klaviyo's AI and data platform teams and Finance Engineering to embed AI into core Finance processes with clear guardrails, measurable productivity gains, and the rigor expected of a public company. This isn't a future-state vision, it's work already underway, and you'll own it from a Product standpoint.
Design and optimize core Finance processes and systems
- Have a product mindset and partner with Controllership, FP&A, Tax, Treasury, and Procurement leaders to improve and continuously refine end‑to‑end Finance workflows across procure‑to‑pay, record‑to‑report, and order‑to‑cash, ensuring systems and processes are tightly aligned.
- Ensure our ERP and Finance applications are configured, integrated, and operated to support accurate, timely close, scalable revenue and billing, and high‑quality financial data that downstream teams can trust.
Act as a strategic partner and communicator
- Serve as the primary technology partner for the CFO, Controller, and Finance leadership team on systems, data, and process topics; translate business strategy into clear product technical decisions and trade‑offs.
- As needed, represent Finance Technology Systems in executive forums, planning cycles, and cross‑functional initiatives, ensuring Finance needs are anticipated and built into wider GTS and company roadmaps.
Who You Are
You've spent your career at the intersection of Product, Finance and Technology and you've moved beyond just keeping systems running. You think in product design, roadmaps, outcomes, and partnerships. You know what a well-run Finance technology function looks like, and you know how to build one.
You've worked in or led teams through real complexity: ERP and other transformations, SOX audits, billing system overhauls, or the messy work of integrating Finance systems across a growing company. You don't need a perfect environment to do great work, you create structure where there isn't any, and you bring Finance and engineering stakeholders along with you.
Specifically, you likely bring:
- 10+ years in enterprise or business systems, with meaningful ownership of Finance technology at a tech or SaaS company
- 4+ years in product design, responsible for order-to cash, record-to-report, procure-to-pay, revenue/billing, and financial close systems
- Understanding of practical SOX ITGC experience and a clean track record working with Internal Audit and external auditors
- Solid understanding of enterprise-led growth and system features required to enable moving upmarket
- Fluency in ERP and Finance application architecture (NetSuite/Oracle, Coupa, Avalara, Zip, Zuora, or similar), integration patterns, and how Finance data flows across a modern tech stack
- Partnering with strong engineering team with AI build-first mentality
- Personally built or scaled AI and automation in Finance workflows - reconciliations, invoice processing, forecasting prep and can speak to what worked and what didn't
- A reputation as a trusted partner to engineering and finance leadership; someone who translates complexity into clear decisions and earns credibility with CFOs, CAOs, Controllers, Revenue Operations, and auditors alike
Massachusetts Applicants:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant’s job-related skills, relevant experience, education or training, and work location.
In addition to base salary, our total compensation package may include participation in the company’s annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility.
Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process.
This role may require up to 10% travel for purposes such as new hire onboarding, client or partner work if applicable, team meetings, and industry events. Travel is coordinated in advance.
Get to Know Klaviyo
We’re Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we’re developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you’re ready to do the best work of your career, where you’ll be welcomed as your whole self from day one and supported with generous benefits, we hope you’ll join us.
AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed.
By participating in Klaviyo’s interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice.
Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law.
Skills Required
- 10+ years in enterprise or business systems with ownership of Finance technology at a tech or SaaS company
- 4+ years in product design for order-to-cash, record-to-report, procure-to-pay, revenue/billing, or financial close systems
- Practical SOX ITGC experience and a clean track record working with Internal Audit and external auditors
- Fluency in ERP and finance application architecture (NetSuite/Oracle, Coupa, Avalara, Zip, Zuora or similar) and integration patterns
- Experience building or scaling AI and automation in finance workflows (reconciliations, invoice processing, forecasting prep)
- Proven experience leading ERP/billing system transformations and integrating finance systems across a growing company
- Trusted partnership skills with CFOs, controllers, revenue operations, and engineering leadership; strong communication and decision-making
- Understanding of enterprise-led growth and systems needed to support moving upmarket
- Ability to partner with engineering and AI-first teams to deliver finance technology solutions
What the Team is Saying
Klaviyo Compensation & Benefits Highlights
How does Klaviyo ensure its pay and bonus plans are competitive?
Klaviyo supports competitive pay through a total rewards approach that combines salary, equity, bonus opportunities, benefits, learning support and a performance culture tied to measurable impact.
- Competitive total rewards: Klaviyo’s benefits overview highlights competitive salaries, 401(k) match, employee referral bonuses, equity, an employee stock purchase plan, flexible paid time off, commuter/transit support, fitness reimbursements, mental and emotional wellbeing programming and learning support. External reviews reinforce the value of the package, with employees citing competitive pay, bonuses, RSUs, ESPP, health insurance, parental leave, unlimited PTO and learning stipends as meaningful parts of the employee experience.
- Pay connected to impact and outcomes: Klaviyo’s handbook frames performance around ownership, clarity and measurable results. The value “Know the score” states that results matter more than effort alone, while “Drivers wanted” emphasizes proactive ownership and “Be meticulous in your craft” reinforces a high bar for work quality. That creates a compensation and recognition philosophy where strong outcomes, not just activity, are central to advancement and rewards.
- Equity and long-term value: Equity is a visible part of Klaviyo’s rewards story. Klaviyo offers equity packages to all full-time employees, vesting over four years, and provides an employee stock purchase plan. That ownership opportunity sits within a growing business: in Q1 2026, Klaviyo reported $358 million in revenue, up 28% year over year, and raised full-year 2026 revenue guidance to $1.514 billion to $1.522 billion. Those business results give employees a clear connection between company performance, long-term growth and the value of ownership-based compensation.
- Rewards supported by growth and development benefits: Klaviyo’s compensation package is paired with benefits that help employees grow their careers and build long-term value. K-Pro Learn, learning stipends, mentorship, Career Architecture and manager development programs support continued skill-building. A customer success manager noted that Klaviyo offers a learning stipend for job-related coaching or training, while employee survey insights show 78% of respondents feel they are gaining the skills and experience to grow their careers.
- External signals:
- Compensation Sentiment: External reviews frequently praise Klaviyo’s competitive salary, bonuses, equity, RSUs, ESPP, 401(k) match, learning stipend and generous benefits. (Glassdoor; Comparably)
- Rewards Ratings: Comparably rates Klaviyo’s compensation an A and perks and benefits an A. (Comparably)
- Employee Value Signals: Reviews highlight PTO, health insurance, parental leave, office amenities, learning support and work-life balance as part of the overall rewards package. (Glassdoor; Comparably)
Bottom line: Klaviyo keeps compensation competitive by combining salary, bonus opportunities, equity, ESPP, retirement support, benefits and learning resources with a culture that rewards ownership, measurable outcomes and long-term impact.
Klaviyo Insights
What We Do
Klaviyo (NYSE: KVYO) is the B2C CRM. Powered by its built-in data platform and AI, Klaviyo combines marketing automation, analytics, and customer service into one unified solution, making it easy for businesses to know their customers and grow faster. Klaviyo (CLAY-vee-oh) helps over 183,000 brands like Mattel, Glossier, Daily Harvest, and Liquid Death deliver 1:1 experiences at scale, improve efficiency, and drive revenue.
Why Work With Us
We refer to our employees as ‘Klaviyos’, and we make up a diverse community united around shared values: We’re curious, collaborative, driven, innovative, fun, and fully ourselves at work. No matter which team you join, your work won’t just impact Klaviyo. It’ll help empower our customers and enable creators across the globe to own their destinies.
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Klaviyo Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
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