Senior Manager, FP&A - GTM

Posted 7 Hours Ago
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Hiring Remotely in United States
Remote
150K-200K Annually
Senior level
Other
The Role
Leads financial planning and analysis for Sales and Marketing, including budgets, forecasts, GTM modeling, SaaS metrics, variance analysis, investment decisions, and executive reporting. Partners with Sales Operations, Marketing, Accounting, and HR on capacity planning, demand-generation ROI, compensation modeling, and commission forecasting. Builds and develops an FP&A team while improving planning processes, systems, data integration, and reporting across CRM, planning, and BI tools.
Summary Generated by Built In

We are looking to hire a Senior Manager, FP&A to be a strategic business partner with our Sales and Marketing organization. This individual will be responsible for partnering cross-functionally with senior management to build annual budgets, manage forecasts, and provide decision support through financial analyses to ensure optimal returns on strategic investments. This is a key position providing guidance on financial and operational matters across the entire organization.

Duties and Responsibilities:

  • Serve as the strategic finance partner to Sales and Marketing leadership (CRO, CMO, and their teams), influencing go-to-market strategy, investment priorities, and resource allocation
  • Own the GTM portion of the annual operating plan, quarterly reforecasts, and long-range plan, including bookings, pipeline, quota capacity, headcount, and Sales & Marketing operating expenses
  • Lead capacity and productivity planning with Sales Operations: rep hiring plans, ramp assumptions, quota setting, territory coverage, and attainment
  • Partner with Marketing to model and optimize demand-gen spend, pipeline contribution, funnel conversion, and channel ROI
  • Own reporting and analysis of key GTM and SaaS unit economics, including ARR, net new ARR, net and gross revenue retention, churn, CAC, CAC payback, LTV:CAC, and S&M efficiency (magic number)
  • Lead monthly and quarterly close for S&M: budget-vs-actual and forecast-vs-actual variance analysis, holding leaders to their budgets and explaining what drove performance
  • Prepare and present Sales & Marketing performance updates, business reviews, and recommendations to the executive team, and contribute GTM content to board materials
  • Build business cases and scenario models for major GTM decisions, such as new segments or geographies, pricing and packaging, partner/channel programs, and large marketing investments
  • Partner with Sales Ops, Accounting, and HR/Total Rewards on sales compensation plan design, cost modeling, and commission expense forecasting
  • Build, lead, and develop a team of FP&A analysts, setting priorities, coaching for growth, and raising the bar for analytical quality
  • Drive scalable GTM planning and reporting by improving processes, systems, and data integration across CRM (e.g., Salesforce), planning tools, and BI dashboards

Qualifications:

  • 8+ years of relevant finance experience preferred; SaaS experience strongly preferred
  • 3+ years of experience supporting Marketing organizations and budgets
  • Experience building out models to evaluate Marketing program spend ROI and pipeline generation efficiency
  • Knowledge of Sales/Marketing and applicable key metrics – ARR, MRR, pipeline, conversion/win rates, CAC, LTV
  • Strong financial and operational planning skills
  • Experience partnering with Senior Leadership and ability to influence at all levels of an organization 
  • Excellent communication skills (written and verbal) with experience developing and delivering presentations
  • Expertise in building Excel-based financial models, with an emphasis on aggregating and analyzing data to provide actionable insights
  • Ability to multi-task effectively, working in team environments or independently
  • Experience with headcount reconciliation and month-end budget/forecast vs actuals reconciliation 
  • Four-year university degree in Finance, Economics, Accounting, or related field required
  • Experience with financial systems: Adaptive, NetSuite, Zuora, Coupa, Salesforce

Pay Range (Base Pay):   $150,000 - 200,000

Other Types of Pay: Based on level and role the employee may be eligible for long term incentives in the form of equity and short term incentives of either bonus or commission. 

Health Insurance: Medical, Dental, Vision, Life and Disability Insurance, Employee Assistance Program (EAP).

Retirement Benefits: 401(k) plan

Paid Time Off: Talkdesk offers an uncapped paid time off program for exempt employees and an accrual-based program for non-exempt employees; both are subject to manager approval and consistent with business needs.

Paid Holidays: Talkdesk offers 14 paid holidays each year. 

Paid Sick Leave: Exempt employees have uncapped paid time off and non-exempt sick leave follows accrual standards; both are subject to manager approval and consistent with business needs.

Method of Application: Apply online.

Application Window: The application window is expected to close at least 5 days from the posting date. The application was posted on 10/05/2026

Benefits and perks listed above may vary based on the nature of your employment with Talkdesk.

All questions or concerns about this posting should be directed to the Talent team at [email protected].

Talkdesk is pioneering a new era of Customer Experience Automation (CXA), redefining how the world’s most admired brands interact with their customers through AI. Our global team of courageous innovators is customer-obsessed, building AI-first solutions that put empathy, trust, and transparency at the center of every interaction. We foster an inclusive culture where diverse perspectives drive our success and every voice belongs. Combining the stability of a global leader with the agility of a disruptor, Talkdeskers are empowered with the autonomy to drive meaningful impact, while giving back to the communities and environment around us.

Talkdesk has been recognized as a Leader in the Gartner® Magic Quadrant™ for Contact Center as a Service (CCaaS) and in the G2 Overall Grid® Reports for AI Agents and Contact Center. With seven consecutive years on the Forbes Cloud 100 and multiple AI Breakthrough awards, there has never been a more exciting time to join us as we shape the future of customer experience automation!

Work Environment and Physical Requirements:

Primarily office-environment work, extended periods of sitting or standing, computer-based work. Limited lifting, and equipment usage limited to computer-related equipment (keyboards, mouse, etc.)

The Talkdesk story hinges on empathy and acceptance. It is the shared goal among all Talkdeskers to empower a new kind of customer hero through our innovative software solution, and we firmly believe that the best path to success for our mission is inclusivity, diversity, and genuine acceptance. To that end, we will hire, promote, work along, cheer for, bond with, and warmly welcome into the Talkdesk family all persons without regard to ethnic and racial identity, indigenous heritage, national origin, religion, gender, gender identity, gender expression, sexual orientation, age, disability, marital status, veteran status, genetic information, or any other legally protected status.

Skills Required

  • 8+ years of relevant finance experience
  • SaaS experience
  • 3+ years of experience supporting Marketing organizations and budgets
  • Experience building models to evaluate Marketing program spend ROI and pipeline generation efficiency
  • Knowledge of Sales and Marketing metrics, including ARR, MRR, pipeline, conversion or win rates, CAC, and LTV
  • Strong financial and operational planning skills
  • Experience partnering with senior leadership and influencing across organizational levels
  • Excellent written and verbal communication skills, including presentation development and delivery
  • Expertise building Excel-based financial models and analyzing data for actionable insights
  • Ability to multitask effectively in team and independent work environments
  • Experience with headcount reconciliation and month-end budget or forecast versus actuals reconciliation
  • Four-year university degree in Finance, Economics, Accounting, or a related field
  • Experience with Adaptive, NetSuite, Zuora, Coupa, and Salesforce

Talkdesk Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Talkdesk and has not been reviewed or approved by Talkdesk.

  • Leave & Time Off Breadth — Time off is described as generous, with unlimited PTO, paid sick days, and dedicated volunteer time available. Vacation allowances of at least three weeks and an 'unlimited time off' approach are offered, provided work responsibilities are met.
  • Healthcare Strength — Healthcare coverage includes medical, dental, and vision for employees and dependents, alongside disability and life insurance. Coverage depth is highlighted as a core strength within the package.
  • Flexible Benefits — Flexibility is emphasized through a remote-work program and work-from-home options. Compensation elements and perks such as commuter benefits and fitness stipends provide configurable support for different needs.

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The Company
HQ: San Francisco, CA
1,661 Employees
Year Founded: 2011

What We Do

Talkdesk is a global customer experience leader for customer-obsessed companies. Our contact center solution provides a better way for businesses and customers to engage with one another. Our speed of innovation and global footprint reflect our commitment to ensure businesses everywhere can deliver better customer experiences through any channel, resulting in higher customer satisfaction, cost savings and profitability. Talkdesk CX Cloud is an end-to-end customer experience solution that combines enterprise scale with consumer simplicity. Over 1,800 innovative companies around the world, including IBM, Acxiom, Trivago, and Fujitsu partner with Talkdesk to deliver a better way to great customer experience. Learn more and request a demo at www.talkdesk.com.

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