Key skills
SaaSSalesforceCRMLeadership
About this role
Role Overview
- build and maintain SaaS metrics infrastructure — ARR waterfall, cohort retention analysis, revenue recognition schedules, deferred revenue tracking, and unit economics by segment
- reconcile Salesforce bookings data against QuickBooks revenue entries and ensure a single source of truth across both systems
- produce monthly and quarterly financial and revenue packages for leadership, including variance analysis against plan
- model scenarios for pricing changes, product bundling, geographic expansion, and headcount investment
- monitor pipeline health and translate pipeline data into revenue forecasts with documented assumptions
- own data integrity between CRM and accounting systems, flagging discrepancies before they compound
- support board-level and investor-level reporting with clean, defensible metrics
Requirements
- three-plus years of experience in SaaS financial analysis, revenue operations, or FP&A at a B2B software company
- deeply proficient in Salesforce — not as a user, but as someone who understands opportunity objects, product schedules, contract structures, and reporting at a data level
- equally proficient in QuickBooks Online, including chart of accounts design, revenue categorization, journal entries, and reconciliation workflows
- understand ASC 606 revenue recognition principles and can apply them to a multi-product SaaS business with annual and multi-year contracts
- can build financial models from scratch in Excel or Google Sheets — not from templates, from logic
- think in terms of cohorts, not just totals
- understand the difference between bookings, billings, and revenue, and can explain why each matters
- precise, skeptical of own numbers, and obsessive about data integrity