Strategic Finance Lead

Reposted 4 Days Ago
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San Mateo, CA
Hybrid
Mid level
Legal Tech • Software • Generative AI
Eve is an AI case workspace for plaintiff law firms.
The Role
As Strategic Finance Lead, you will oversee strategic planning and analytics for sales and marketing, enhancing financial insights and forecasting.
Summary Generated by Built In
If you're the best, come be a part of something extraordinary. Eve Legal is the fastest-growing legal tech company in the world, and we’re looking for elite talent to fuel our next phase of growth. Join a rocket ship with massive earning potential, game-changing AI, and a culture where high performance is recognized and rewarded.

About Eve:
Eve Legal is transforming the plaintiffs law firm industry with our revolutionary AI platform. Our technology is enabling employment and personal injury firms to dramatically increase efficiency and case volume—and it's working. We've already secured the largest Series B round in legal tech history!

We’re targeting a $500B+ market with an AI solution that firms genuinely need and love. This is a rare opportunity to join a market leader at the perfect moment: post–product-market fit, pre–hypergrowth.

The Opportunity: Founding Strategic Finance Lead
As our Strategic Finance Lead for Sales & Marketing, you will be a critical thought partner to the GTM executive team, spearheading all aspects of strategic planning and financial analytics for our sales and marketing organizations. You will use your expertise in sales capacity planning, quota management, and marketing pipeline modeling to help forecast growth, evaluate campaign ROI, and drive performance improvements. Working in a fast-paced, high-growth software environment, you’ll influence business-critical decisions and help shape the company’s long-term strategy.

The Role:

  • Design and maintain robust quota-based sales capacity models, spanning headcount planning, quota allocation, and productivity ramp forecasts
  • Assess and optimize the marketing/sales funnel, providing in-depth analysis of conversion metrics and pipeline health
  • Formalize key GTM KPIs and establish regular reporting and forecasting cadences with Sales and Marketing leaders
  • Advise on territory design, resource allocation, and incentive planning based on analysis of sales trends and pipeline dynamics
  • Build and enhance forecasting models to support annual planning, long-range strategic plans, and ad hoc scenario analysis
  • Evaluate the financial impact and ROI of GTM initiatives, marketing programs, and sales productivity drivers
  • Deliver clear, actionable recommendations to leadership by translating financial data into strategic insights
  • Support the adoption of new financial systems and analytics tools across GTM teams
  • Ensure all financial analysis is aligned with high-growth objectives and company-wide strategic goals

What You'll Bring

  • 4+ years of strategic finance or FP&A at high-growth software companies
  • 2+ years of investment banking or private equity focused on technology
  • Strong quantitative and analytical skills, including advanced Excel proficiency and experience with BI/CRM/reporting tools
  • Demonstrated expertise in sales capacity planning and marketing conversion modeling
  • Track record of driving complex, cross-functional projects in a GTM environment
  • Excellent written and verbal communication skills, with ability to present to senior leadership
  • Self-starter, highly organized, and comfortable operating in fast-changing, ambiguous environments
  • Bachelor’s degree in Finance, Mathematics, Engineering, or other STEM field

Preferred Qualifications

  • Experience at a high-growth SaaS, cloud, or AI-driven company
  • Familiarity with sales incentive design, territory planning, and campaign ROI measurement
  • Passion for automation, technology adoption, and improving business processes

Benefits

  • Competitive Salary & Equity
  • 401(k) Program & company match
  • Health, Dental, Vision and Life Insurance
  • Short Term and Long Term Disability
  • Commuter Benefits
  • Autonomous Work Environment
  • In-Office/Home Office Setup Reimbursement
  • Flexible Time Off (FTO) + Holidays
  • Quarterly Team Gatherings
  • In office Perks

Top Skills

Bi Tools
Crm Software
Excel
Reporting Tools
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The Company
HQ: San Mateo, CA
87 Employees
Year Founded: 2020

What We Do

Eve Legal is pioneering the future of legal technology by focusing on AI-driven solutions that empower plaintiff-side law firms. With a robust platform designed for efficiency and effectiveness, Eve leverages artificial intelligence to streamline case analysis, enhance decision-making, and optimize client outcomes. Our mission centers on providing attorneys with the tools needed to stay competitive and navigate the legal landscape effectively, especially in an era where demands on legal professionals continue to grow.

Eve’s commitment to innovation is evident in their focus on speed, scalability, and reliability. The platform supports legal teams in managing high caseloads with fewer resources, reducing the time spent on routine tasks, and enhancing the ability to focus on high-impact work. Through deep industry insights and a user-centric approach, Eve is setting a new standard in legal tech by combining technical excellence with a nuanced understanding of the plaintiff-side practice needs.

With a core belief in elevating legal practices through visionary tools, Eve is committed to reshaping the way legal professionals serve their clients, improving access to justice, and fostering a more efficient legal ecosystem.

Why Work With Us

You’ll join a high-performing team that thrives on collaboration, grit, and innovation. We value excellence, visionary thinking, and elevation as we tackle ambitious goals. Enjoy a supportive, growth-oriented environment with a robust benefits package, where everyone’s contributions are valued, and real impact in legal tech is made together.

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Eve Legal Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We are located at a beautiful office on 3rd Ave in the heart of San Mateo and 2 blocks from Caltrain. Some of our teams are remote while others have a hybrid model of coming into the office 3 days/week and remote 2 days/week.

Typical time on-site: 3 days a week
HQSan Mateo, CA
HQSan Mateo, CA
Learn more

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