Marketing Finance Director

Role Overview

• Serve as the CMO’s strategic finance partner, supporting MBRs with clear executive narratives on marketing performance, investment trade-offs, and spend-to-pipeline outcomes.
• Own upper-funnel spend planning and governance across channels (e.g., brand, digital, events, content, PR), including allocation frameworks, scenario planning, and trade-off recommendations to maximize ROI and pipeline contribution.
• Lead the annual and long-range planning processes for Marketing Finance, including analyzing levers to influence long-term pipeline and sales growth across segments, channels, and products; owning the planning timeline and stakeholder alignment; and consolidating inputs into the marketing budget and multi-year plan.
• Lead marketing analytics and performance reporting—define and monitor KPIs (e.g., CAC, CPL, conversion rates, pipeline velocity, ROI), build dashboards and narratives, and drive action through insights.
• Drive transparency to marketing ROI by partnering with Marketing Ops and Finance to align on demand-gen definitions (e.g., MQL → SAL → SQL), establish ROI guardrails and decision rights, and evolve measurement from pipeline/spend toward closed-won/spend.
• Drive monthly/quarterly forecasting, variance analysis, and performance reviews for marketing spend, ensuring transparent visibility to results, risks, and opportunities.
• Own marketing headcount planning in partnership with Marketing and HR/Finance, including capacity modeling, hiring approvals, and productivity analyses.
• Establish and operate an investment review process for major marketing initiatives and martech/vendor spend—business cases, spend controls, benefits tracking, and post-investment measurement.
• Collaborate cross-functionally with Marketing Ops to improve measurement (attribution, incrementality, funnel analytics), govern metric definitions and systems of record, and ensure end-to-end traceability from source data to KPIs that connect marketing activity to pipeline and revenue outcomes.
• Lead, mentor, and develop finance and/or analytics talent supporting Marketing, fostering a culture of analytical rigor, operational excellence, and continuous optimization.

Requirements

• 10+ years of progressive experience in FP&A, strategic finance, and/or marketing finance within a high-growth B2B (SaaS preferred) organization.
• Strong understanding of marketing and funnel economics, including upper-funnel investment levers and measurement of ROI/pipeline impact.
• Proven ability to partner with and influence senior leaders (including CMO and VPs), translating business strategy into actionable plans, trade-offs, and decisions.
• Expertise in budgeting, forecasting, variance analysis, and building scalable governance processes for program and vendor/agency spend.
• Advanced analytical skills, including financial modeling, scenario planning, and ability to synthesize complex data into clear executive narratives.
• Experience with performance measurement and reporting tools (e.g., Tableau/Power BI) and go-to-market systems such as Salesforce; familiarity with martech and attribution concepts is a plus.
• Experience leading and developing others (direct or matrixed), with the ability to scale and coach high-performing teams over time.
• Excellent communication, collaboration, and executive presentation skills; comfortable operating in a fast-paced, ambiguous environment.
• Bachelor’s degree required; MBA or relevant advanced degree is a plus.

Tech Stack

• SQL
• Tableau

Benefits

• Unlimited paid time off, 12 paid holidays, plus 4 extra global VeeaMe Days for self-care and 24 paid volunteer hours annually through Veeam Cares
• Paid parental leave: 8 weeks for all parents, 16 weeks for birthing parents
• Medical, dental, and vision coverage starting on your first day
• Mental health support, therapy sessions, and digital wellness tools via our Employee Assistance Program
• 401(k) retirement plan with company matching contributions
• Fertility, adoption, and surrogacy support through Maven, plus paid volunteer time
• AirVet: 24/7 virtual veterinary care at no cost
• Legal services, identity protection, and supplemental health insurance options
• Tax-advantaged spending accounts for healthcare, dependent care, and commuting
• Opportunities to learn and grow through on-demand libraries (LinkedIn Learning, O’Reilly), mentoring, workshops, and learning events like our annual Global Day of Learning