GTM Strategic Finance Lead

Harvey

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

Qualifications

  • 8+ years of experience with a minimum of 3 years in Sales Finance at a high-growth enterprise software company.
  • Ability to think from first principles and critically analyze assumptions.
  • Exceptional cross-functional communication and influencing skills.
  • Proficient in transforming analysis into actionable decisions with clarity.
  • Deep knowledge of SaaS financial metrics such as ARR, NRR, and CAC.
  • Strong analytical capabilities.
  • Experience with SQL or BI tools for data extraction.

Responsibilities

  • Own and analyze unit economics, including CAC and contribution margin.
  • Collaborate with GTM teams to plan sales capacity and quotas.
  • Manage the GTM financial model, covering bookings and ARR.
  • Lead budgeting and planning for Sales, Marketing, and Partnerships.
  • Act as the financial authority for deal structuring and pricing.
  • Identify revenue funnel trends and provide data-driven recommendations.
  • Prepare GTM reporting packages for executive leadership.

Benefits

  • Dynamic work environment that fosters innovation.
  • Opportunity to partner with senior leadership.
  • Focus on actionable insights that drive growth.
  • A role that merges strategic finance with hands-on data analysis.
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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