Director, Strategic Finance (GTM) - Remote
Company: HighLevel
Location: San Diego
Posted on: January 12, 2026
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Job Description:
About Us HighLevel is an AI powered, all-in-one white-label
sales & marketing platform that empowers agencies, entrepreneurs,
and businesses to elevate their digital presence and drive growth.
We are proud to support a global and growing community of over 2
million businesses, comprised of agencies, consultants, and
businesses of all sizes and industries. HighLevel empowers users
with all the tools needed to capture, nurture, and close new leads
into repeat customers. As of mid 2025, HighLevel processes over 4
billion API hits and handles more than 2.5 billion message events
every day. Our platform manages over 470 terabytes of data
distributed across five databases, operates with a network of over
250 microservices, and supports over 1 million hostnames. Our
People With over 1,500 team members across 15 countries, we operate
in a global, remote-first environment. We are building more than
software; we are building a global community rooted in creativity,
collaboration, and impact. We take pride in cultivating a culture
where innovation thrives, ideas are celebrated, and people come
first, no matter where they call home. Our Impact As of mid 2025,
our platform powers over 1.5 billion messages, helps generate over
200 million leads, and facilitates over 20 million conversations
for the more than 2 million businesses we serve each month. Behind
those numbers are real people growing their companies, connecting
with customers, and making their mark - and we get to help make
that happen. Who You Are HighLevel is seeking an experienced
Director, Strategic Finance to build out the partnership with our
GTM function, developing analytical financial frameworks to
influence decision making for our most business-critical questions.
You will partner directly with senior GTM leaders across the
business to help inform resource allocation, define operational and
financial KPIs, own key inputs to revenue modeling and most
importantly, proactively identify opportunities to drive growth or
improve profitability. We are looking for someone with a strong
track record of leading a strategic finance function in a
high-growth private/public company, partnering with financial and
non-financial stakeholders to influence key business decisions and
building a high-performing team. You will report directly to the
Head of Finance. What You Will Do Functional Ownership: Lead our
GTM strategic finance function, play a central role in defining how
the team partners across the organization and act as a trusted
advisor to senior leaders to influence quantify key business
decisions Strategic Planning & Forecasting: Develop, own and
improve the process of defining the business impact of key GTM
investments, ensuring connectivity between our operational
objectives and financial targets. Influence program objectives,
structure and define success of GTM investments to ensure adherence
to company-level efficiency targets. Decision Support: Partner with
senior GTM leaders to provide financial insights and scenario
analysis supporting strategic initiatives, resource allocation, and
investment decisions by leveraging an in-depth understanding of
market dynamics, unit economics, pricing strategies, etc. - helping
ensure financial assumptions translate into measurable outcomes
Business Case Development: Build robust operational financial
models for major projects, including ROI, LTV/CAC and payback
analysis, to help teams quantify trade-offs between driving growth
profitability / articulate compelling financial narratives
Cross-functional Collaboration: Lead cross-departmental financial
projects and drive alignment across teams on budgeting, resource
planning, and strategic goals. KPI Development & Tracking: Define
and track key performance indicators / productivity metrics across
Sales, Marketing, Support and Customer Success, etc. and lead
performance measurement initiatives to drive accountability and
transparency. Team and Culture Building: Hire, mentor and guide
other finance team members, fostering a high-performance,
collaborative and data-driven culture. Architect scalable team
structures, workflows, and governance models that support business
growth while maintaining a high degree of quality. AI-enabled
Process Improvement: Identify and spearhead opportunities to
leverage AI-based tools to streamline existing close / improve
precision of forecasting processes, helping unlock team capacity to
focus on other ad-hoc or high-impact analysis What You Bring
Bachelors degree in Finance, Economics, Business, or a related
field (MBA or CFA preferred). 12 years of progressive experience in
strategic finance, FP&A, investment banking, private equity, or
corporate strategy in a late-stage / high-growth tech or public
company environment, with at least 5 years of leadership /
management experience Exceptional communication and presentation
skills, with experience interfacing with executive teams, board
members, and investors. Excellent business partnering skills, with
both financial and non-financial leaders; track record of advising
operational and financial improvements across multiple areas in 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 to achieve a targeted outcome Advanced
modeling skills, including strong understanding of bottom-up
financial modeling and tying together unit economics to the overall
business impact Deep understanding of SaaS and usage-based business
models and metrics Ability to jump into ambiguous questions or
situations, identify the key variables and drive toward a
successful outcome Extraordinary ability to story-tell with data /
analysis and distill complex topics and tradeoffs into a simple
framework to influence decision making Possess a bias toward
action, strong work ethic, and player-coach mentality with
experience driving operational outcomes under tight timelines
Advanced experience with Excel / Google sheets, BI tools (Tableau),
financial planning tools (e.g. Adaptive Insights) and AI tools
(e.g. GPT-based copilots, etc.) Strong Candidates May Also Bring
Track record of using AI to improve forecasting methodologies or
drive process improvements Experience building & scaling a
strategic finance function from scratch EEO Statement The company
is an Equal Opportunity Employer. As an employer subject to
affirmative action regulations, we invite you to voluntarily
provide the following demographic information. This information is
used solely for compliance with government recordkeeping,
reporting, and other legal requirements. Providing this information
is voluntary and refusal to do so will not affect your application
status. This data will be kept separate from your application and
will not be used in the hiring decision. We may use artificial
intelligence (AI) tools to support parts of the hiring process,
such as reviewing applications, analyzing resumes, or assessing
responses. These tools assist our recruitment team but do not
replace human judgment. Final hiring decisions are ultimately made
by humans. If you would like more information about how your data
is processed, please contact us.
Keywords: HighLevel, Mission Viejo , Director, Strategic Finance (GTM) - Remote, Accounting, Auditing , San Diego, California