Lead FP&A and Deal Desk Associate

Fundraise Up$138K — $150K *
US-AnywhereRemote in United States
Education, Government & Non-Profit
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in Revenue Operations, Deal Desk, Sales Operations, or Finance with tech or fintech companies.
  • Experience building Deal Desk functions that boost forecasting and pipeline accuracy.
  • Strong analytical skills with CRM (Salesforce) and financial system proficiency.
  • Exceptional detail orientation and process design expertise.
  • Ability to bridge communication between Sales, Finance, Product, and data systems.
  • Preferred experience in transactional or volume-based business models like donations or usage-based SaaS.
  • Excellent influencing and communication skills, capable of challenging assumptions.

Responsibilities

  • Establish the Deal Desk function, creating frameworks and tools for forecasting and revenue attribution.
  • Work with Sales, RevOps, Legal, and Finance to validate and ensure accuracy of pipeline data and deal values.
  • Develop a standardized method for estimating deal values using historical data and donation behavior.
  • Implement controls to spot discrepancies between sales pipeline and actual revenue.
  • Ensure forecast accuracy and effective reporting for board-level insights.
  • Collaborate with Product and Data teams to enhance visibility into nonprofit donation flows.
  • Advise leadership on pricing and structuring high-impact or complex deals.
  • Create documentation and training for consistent Deal Desk processes across the organization.

Benefits

  • 100% health, dental, and vision insurance for employees; 80% for employee plus dependents; 70% for employees plus family.
  • Flexible Spending Account (FSA) and Health Savings Account (HSA) options available.
  • 20 vacation days, 5 sick days, 11 holidays, and 1 additional floating holiday per year.
  • 401(k) plan with company matching.
  • 100% coverage for short-term and long-term disability, basic life insurance, and AD&D.
  • Parental leave of 12 weeks for primary caregivers and 6 weeks for secondary caregivers.
  • A home office stipend to enhance remote work environment.
  • Annual stipend for professional development courses or workshops.
  • Charitable giving program and paid volunteer time off with registered non-profits.
Full Job Description
About the Role

We're hiring a Lead FP&A and Deal Desk Associate to build the forecasting engine behind our revenue pipeline. This is a hands-on FP&A role at its core: you'll turn nonprofit donation behavior into accurate, trusted revenue forecasts, working closely with Sales along the way. You won't be managing a team or negotiating contracts. You'll be the person Finance and Sales both rely on to get the numbers right.
Key Responsibilities
  • Build the methodology to forecast first-year revenue from new customers, using donation volume data instead of contract values. These are not typical SaaS contracts, so we are looking for someone who can develop models based on non-financial data
  • Partner with Sales, RevOps, and Finance to validate pipeline data and keep deal value logic consistent with actual and expected donation behavior
  • Design and maintain a standard model for deal value estimation, using internal benchmarks and historical donation patterns
  • Build reporting that flags gaps between sales pipeline, donation data, and realized revenue
  • Support forecast accuracy and board-level reporting, keeping CRM pipeline and financial models aligned
  • Work with Product and Data teams to improve visibility into nonprofit donation flows
  • Advise Sales on the financial structure of complex or high-impact deals
  • Document the forecasting process so it can scale as the GTM team grows
  • At Fundraise Up, AI is a default tool, not an experimental one. We expect every team member to actively use AI in their day-to-day work, identify where AI can change the shape of problems in their function, and grow their fluency as the tools evolve

Skills and Qualifications
  • 5+ years of FP&A or revenue forecasting experience, ideally including exposure to working alongside a sales team or working in a Deal Desk function
  • Comfort building a process from scratch, with no existing playbook to follow
  • Strong financial modeling skills, including forecasting and scenario analysis
  • Working knowledge of CRM systems, Salesforce preferred
  • Experience in a transactional or volume-based revenue model (payments, donations, marketplaces, usage-based SaaS) is a plus
  • Deal Desk title experience is not required. FP&A depth matters more
  • Comfortable working directly with Sales leadership without formal authority over their team

Compensation

  • The compensation range for this role is $138k - $150k OTE
  • Final compensation will be determined based on relevant experience, skills, qualifications, alignment with the role's requirements and location.


Perks & Benefits
  • Health, Dental, and Vision insurance covered at 100% for employees, 80% for employee plus dependents, and 70% for employees plus family.
  • FSA and HSA Spending Account.
  • 20 days of vacation, 5 sick days, 11 company holidays plus an additional 1 floating holiday.
  • 401(k) plan with company match.
  • 100% Company-paid short-term disability, long-term disability, basic life insurance and AD&D.
  • Paid parental leave (12 weeks for primary caregivers / 6 weeks for secondary caregivers).
  • Generous home office stipend to support your remote workspace.
  • Annual professional development stipend to support your growth (e.g., workshops, courses, and seminars).
  • Charitable giving program and paid volunteer time off with registered non-profits.

**Please note: All official correspondence from Fundraise Up will exclusively originate from the [redacted].com domain. Exercise caution and ensure the authenticity of emails claiming to be from our company.

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