GTM Strategic Finance Lead

Harvey

$189K — $284K *
Enterprise Technology
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years of experience, including 3+ years in Sales Finance at a high-growth enterprise software company.
  • Strong understanding of SaaS business models including ARR, NRR, CAC, and LTV.
  • Exceptional analytical skills with a focus on data-driven decision making.
  • Proven ability to partner with senior leadership and influence cross-functional teams.
  • Builder mindset with a systems-oriented approach to processes.
  • Proficiency in SQL or BI tools for data analysis.
  • Bachelor's degree in a quantitative field preferred.

Responsibilities

  • Own unit economics including CAC, payback, and contribution margin analysis.
  • Plan sales capacity in collaboration with the GTM team.
  • Own the GTM financial model, managing bookings, ARR, and quota design.
  • Lead GTM planning and budgeting processes to support revenue targets.
  • Serve as the financial lead for deal structuring and pricing decisions.
  • Identify trends and opportunities within the revenue funnel and provide actionable insights.
  • Establish and maintain a GTM reporting package for the executive team.

Benefits

  • Collaborative environment with access to senior leadership.
  • Opportunity to directly influence revenue growth strategies.
  • Focus on ongoing process improvement and tooling enhancements.
  • Engagement with a high-growth SaaS company that values actionable insights.
  • Open to a builder's mindset, encouraging innovation and efficiency.
Full Job Description
Role Overview

As the GTM Strategic Finance Lead at Harvey, you will serve as the financial partner to our GTM organization, providing the analytical rigor and strategic insight that drives revenue growth and commercial decision-making. Reporting to the VP of Strategic Finance and working closely with the CBO and GTM leadership, you will own the financial model for Harvey's revenue engine - from bookings and pipeline to sales productivity and customer economics. The ideal candidate combines deep SaaS finance expertise with a builder's mindset and a strong bias toward actionable insight.

What You'll Do
  • Own the unit economics. CAC, payback, magic number, net revenue retention, contribution margin by segment and motion. Know what makes money and what doesn't.
  • Plan sales capacity. Partner with the GTM team to determine how many reps, where, ramped how fast, carrying what quota
  • Own the GTM financial model, including bookings, ARR, sales capacity planning, and quota design.
  • Lead the GTM planningand budgeting processes, ensuring we are investing appropriately across Sales, Marketing, and Partnerships to support our top-line targets.
  • Serve as the financial lead for deal structuring and pricing decisions, including non-standard commercial terms.
  • Identify trends, risks, and opportunities across the revenue funnel; translate data into clear recommendations for GTM leadership and the executive team.
  • Establish and maintain a monthly/quarterly GTM reporting package for the executive team and Board, including pipeline, bookings, and retention metrics.
  • Drive ongoing improvement of GTM financial processes and tooling, with a focus on CRM integrity, forecasting accuracy, and automation.

What You Have
  • 8+ years experience, including 3+ years Sales Finance experience at a high-growth and scaled enterprise software company.
  • A first-principles thinker. You build from a blank page and question every input.
  • You partner with senior GTM leaders; have exceptional cross-functional communication skills and are able to influence and operate effectively.
  • You move fast and own outcomes, not tasks. You turn analysis into decisions and explain them in plain language.
  • Deep understanding of SaaS and usage-based business models, including ARR, NRR, CAC, LTV, and sales productivity metrics.
  • Exceptional analytical skills.
  • Builder mindset. Process and systems- oriented.
  • Comfortable in SQL or BI tools - you can pull your own data.
  • Bachelor's degree in a quantitative field preferred.

Compensation

$189,500-284,300 USD

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