EPM Strategy – GTM Lead

Role Overview

• Serve as the EPM subject matter expert in live sales cycles, including demos and executive conversations.
• Build and continuously refine demo flows, scripts, and narratives specific to budgeting and forecasting use cases.
• Develop GTM playbooks, messaging, and enablement materials grounded in real customer needs and outcomes.
• Partner with Sales and GTM leadership to inform EPM strategy, pricing/packaging feedback, and market segmentation—without owning formal management responsibilities.
• Lead complex EPM implementations, ensuring customers successfully operationalize budgeting and forecasting workflows.
• Act as a trusted advisor throughout the customer lifecycle, offering practical guidance on model design, forecasting methodologies, and operational best practices.
• Troubleshoot advanced use cases and unblock customers through hands-on configuration and problem solving.
• Create scalable resources including implementation guides, tutorials, and internal enablement materials.
• Work closely with EPD as a hands-on expert, translating customer realities into actionable product insights.
• Advocate for enhancements in budgeting logic, forecasting accuracy, integrations, automation, and scalability.
• Provide structured, evidence-based feedback to influence roadmap decisions, grounded in direct customer experience.
• Create thought leadership content (blogs, webinars, white papers) rooted in hands-on EPM experience.
• Partner with Marketing to ensure EPM messaging reflects real customer value and practical outcomes.
• Support customer stories, solution briefs, and event content as a visible EPM practitioner and expert.
• Monitor EPM and FP&A market trends and competitive solutions, translating insights into concrete recommendations.
• Help leadership stay close to customer reality by surfacing risks, opportunities, and emerging use cases.

Requirements

• 7–12+ years of hands-on FP&A experience, ideally in high-growth B2B SaaS or similarly complex environments.
• Proven ownership of end-to-end budgeting and forecasting processes, including:
• Annual Operating Plans (AOP)
• Rolling forecasts
• Scenario planning and sensitivity analysis
• Headcount and expense planning
• Direct, hands-on experience implementing or operating EPM / FP&A platforms, such as: Anaplan, Pigment, Adaptive Planning, Oracle EPM, Planful, etc.
• Experience integrating EPM tools with source systems (CRM, HRIS, ERP).
• Comfort working with complex models, data structures, and forecasting logic—not just configuring UI-level features.
• Ability to articulate complex budgeting and forecasting concepts clearly to both finance and non-finance audiences, including executive stakeholders.
• Demonstrated success as a senior individual contributor, influencing outcomes without formal authority.

Tech Stack

• ERP
• Oracle

Benefits

• Comprehensive Healthcare: 100% coverage for medical, dental, and vision for all FTEs, with roughly 75% coverage for dependents.
• Flexible Time Off: Flexible vacation days plus quarterly mental health days to ensure you have the space to recharge.
• Annual Stipends: Dedicated funds for your professional development and caretaking needs.
• Work Anniversary Bonuses: Annual bonuses to celebrate your milestones and contributions to the CaptivateIQ team that grow as your tenure does.
• Retirement Savings (US-Only): A 401(k) plan to help you invest in and secure your future.
• Premium Tools: The latest Apple hardware to empower you to do your best work.
• Inclusive Community: Active Employee Resource Groups (ERGs) that celebrate shared identities and support our DEI goals by fostering an environment where diverse talent thrives.