Strategic Finance Associate / Senior Associate - GTM Finance

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Palo Alto, CA, USA
In-Office
Artificial Intelligence • Software • Generative AI
The Role
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:
The Strategic Finance team at Glean is dedicated to addressing some of the company's most critical business challenges. This team is in charge of managing the company's budget, driving quarterly and annual planning processes, efficiently allocating and deploying the company's resources, conducting financial analyses in collaboration with all departments across the company, owning financial planning systems, and playing a crucial role in investor relations and treasury.

We’re looking for a Strategic Finance Associate / Senior Associate to join our GTM Strategic Finance team and partner with our GTM organizations. 

You will act as a thought partner to the SVP of Sales and GTM 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 and GTM—ideal for someone who thrives in cross-functional environments and loves turning data into action.

You will:

  • Own the topline capacity model and churn finance forecast for the company
  • Serve as a thought partner to cross-functional stakeholders in GTM 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 business segments, and regularly analyze and report on these metrics to drive continuous improvement and operational excellence
  • Assist with implementing 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
  • 3-4 years of relevant experience in investment banking, private equity, FP&A, strategic finance, or related fields — preferably for a B2B and/or SaaS business
  • Willingness to relocate to the Bay Area and work 3 days a week in the office

Location: 

  • This role is hybrid (3 days a week in either our San Francisco or Palo Alto office)

Compensation & Benefits:

The standard base salary range for this position is $130,000 - $150,000 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.

Glean Compensation & Benefits Highlights

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

  • Healthcare Strength Healthcare coverage includes employer-provided medical, dental, and vision across U.S. roles. Descriptions of benefits and third‑party listings characterize core health offerings as solid.
  • Equity Value & Accessibility Equity is widely offered via stock options and highlighted as a core part of total rewards. Engineering packages are portrayed as particularly competitive when equity value is considered.
  • Leave & Time Off Breadth Time off includes flexible PTO and a company‑wide winter break. Parental leave is described as generous in public listings, though specifics are not consistently published.

Glean Insights

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The Company
HQ: Palo Alto, CA
224 Employees
Year Founded: 2019

What We Do

Glean searches across all your company’s apps to help you find exactly what you need and discover the things you should know. 🔍 AI-powered workplace search. 💡 Personalized results and knowledge discovery. ⚡ Easy to use, ready to go— right out of the box.

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