Sr. Strategic Finance Manager

About us
HighLevel is an AI-powered business operating system that gives agencies, entrepreneurs and SMBs the infrastructure to build, automate and scale. Today, HighLevel supports SMBs across 150+ countries, fueling community-driven growth rooted in real customer outcomes.

To date, businesses operating on HighLevel have generated over $7 billion in ecosystem value, demonstrating the impact of shared infrastructure at scale. By centralizing conversations, automation and intelligence into one system, we help businesses move faster, reduce complexity and execute efficiently.

Behind the platform, HighLevel powers more than 4 billion API hits and 2.5 billion message events daily. With 250 terabytes of distributed data, 250+ microservices and over 1 million domain names supported, our architecture is built for performance, resilience and long-term scalability.

Our people
With over 2,000 team members across 10+ countries, HighLevel operates as a global, remote-first organization built for speed and ownership. We value initiative, clarity and execution, creating space for ambitious people to build systems that support millions of businesses worldwide. Here, innovation thrives, ideas are celebrated and people come first, no matter where they call home.

Our impact
Every month, HighLevel enables more than 1.5 billion messages, 200 million leads and 20 million conversations for the more than 1 million businesses we support. Behind those numbers are real people building independence, expanding opportunity and creating measurable impact. We’re proud to be a part of that.

Learn more about us on our YouTube Channel or Blog Posts

Who You Are
HighLevel is seeking a Sr. Strategic Finance Manager to primarily serve as the finance partner for our Revenue and Marketing functions, developing analytical and financial frameworks to influence decision making for our most business-critical growth questions. You will partner directly with senior business leaders to help inform resource allocation, define operational and financial KPIs, own key inputs to revenue modeling, and proactively identify opportunities to drive growth or improve profitability. We are looking for someone who brings a blend of strategic finance, growth analytics, and GTM fluency — and thrives at the intersection of data, storytelling, and decision support. We are seeking a candidate with a diverse FP&A partnering background. You are strong in financial data analytics and have experience building a bottoms-up financial model as you are presenting a recommendation to a C-suite audience. You will report directly to the Director of Strategic Finance (GTM).

Functional Ownership: Lead and improve the strategic finance partnership across the Revenue and Marketing organizations, acting as a trusted advisor to senior leaders to influence and quantify key business decisions.

Strategic Planning & Forecasting: Develop and own financial frameworks that connect sales capacity, marketing spend, conversion, and retention to ARR growth and company-level financial targets. Drive budget planning, pacing, and forecast accuracy across GTM functions. Build models to forecast acquisition, activation, and free-to-paid conversion performance, translating funnel health into financial outcomes.

Decision Support & Business Case Development: Build robust operational and financial models for major initiatives, including ROI, LTV/CAC, and payback analysis. Quantify trade-offs between growth and profitability, and partner with Sales and Marketing leadership on scenario analysis supporting strategic initiatives, resource allocation, and investment decisions.

Performance Measurement: Design and track key GTM KPIs — including CAC, LTV/CAC, payback period, sales productivity, conversion rates, and retention efficiency. Evaluate the ROI of marketing channels, campaigns, and sales investments, partnering with Marketing Operations, RevOps, and Data teams to validate attribution and performance metrics. Support quarterly and annual GTM reviews with clear insight into spend efficiency and growth contribution.

Data & Analytics Infrastructure: Partner with Data and BI teams to define reporting requirements, build and maintain analytical datasets, and ensure Finance has reliable, scalable access to the metrics that matter. Serve as a bridge between Finance and technical data teams — and write SQL independently to pull, validate, and explore data without relying on a data team intermediary.

Team and Culture Stewardship: Foster a collaborative, data-driven culture within Finance by modeling analytical rigor, proactive communication, and cross-functional partnership. Help shape scalable processes, workflows, and tools that enable the team to operate efficiently and deliver high-quality insights as the company grows.

AI-enabled Process Improvement: Identify and spearhead opportunities to leverage AI-based tools and modern data infrastructure to streamline forecasting, automate reporting, and surface insights — helping unlock team capacity for high-impact analysis.

Bachelor's degree in Finance, Economics, Business, or a related field

9+ years of total experience, with at least 6 years in the strategic finance function within a late-stage or high-growth tech or public company environment

Experience in SaaS, preferably with a usage-based business model component

Strong understanding of GTM dynamics, including familiarity with sales capacity planning, quota setting, pipeline analysis, acquisition funnels, activation, retention, and user conversion metrics

Experience supporting or partnering directly with Sales and Marketing leadership to develop forecasts, evaluate spend efficiency and compensation plan design, and align incentives with company growth goals

Familiarity with digital marketing and growth metrics such as CAC, LTV, ROAS, blended CAC, churn, and retention cohorts

Demonstrated ability to work directly with raw data — building, cleaning, and validating datasets — and a strong intuition for identifying data quality issues before they affect outputs

Advanced experience with Excel / Google Sheets, BI tools (Tableau), and / or SQL — can independently to pull, validate, and explore data without relying on a data team intermediary

Excellent business partnering skills, particularly with non-financial leaders; track record of advising operational and financial improvements across multiple areas of the business

Willingness and ability to operate at multiple levels — deep within the details and big picture — with strong awareness of when to leverage each

Ability to navigate ambiguous questions, identify key variables, and drive toward a successful outcome

Ability to story-tell with data and distill complex topics and tradeoffs into a simple framework to influence decision making

Bias toward action, strong work ethic, and player-coach mentality with experience driving outcomes under tight timeline
Extremely detail oriented, highly organized, and able to balance multiple projects in a fast-paced environment