Strategic Finance Lead

7 Hours ago • 4 Years +
Finance

Job Description

Eve Legal is transforming the plaintiffs law firm industry with its revolutionary AI platform, enabling employment and personal injury firms to dramatically increase efficiency and case volume. As the Founding Strategic Finance Lead for Sales & Marketing, you will be a critical thought partner to the GTM executive team, spearheading strategic planning and financial analytics. You will use expertise in sales capacity planning, quota management, and marketing pipeline modeling to forecast growth, evaluate campaign ROI, and drive performance improvements in a fast-paced, high-growth software environment.
Good To Have:
  • Experience at a high-growth SaaS, cloud, or AI-driven company.
  • Familiarity with sales incentive design, territory planning, and campaign ROI measurement.
  • Passion for automation, technology adoption, and improving business processes.
Must Have:
  • Design and maintain robust quota-based sales capacity models.
  • Assess and optimize the marketing/sales funnel, analyzing conversion metrics and pipeline health.
  • Formalize key GTM KPIs and establish regular reporting and forecasting cadences.
  • Advise on territory design, resource allocation, and incentive planning.
  • Build and enhance forecasting models for annual planning and strategic plans.
  • Evaluate financial impact and ROI of GTM initiatives and marketing programs.
  • Deliver clear, actionable recommendations to leadership from financial data.
  • Support adoption of new financial systems and analytics tools.
  • Ensure financial analysis aligns with high-growth objectives and company-wide goals.
  • 4+ years of strategic finance or FP&A at high-growth software companies.
  • 2+ years of investment banking or private equity focused on technology.
  • Strong quantitative and analytical skills, advanced Excel, and BI/CRM/reporting tools experience.
  • Demonstrated expertise in sales capacity planning and marketing conversion modeling.
  • Track record of driving complex, cross-functional projects in a GTM environment.
  • Excellent written and verbal communication skills for senior leadership presentations.
  • Self-starter, highly organized, and comfortable in fast-changing, ambiguous environments.
  • Bachelor’s degree in Finance, Mathematics, Engineering, or other STEM field.
Perks:
  • Competitive Salary & Equity
  • 401(k) Program & company match
  • Health, Dental, Vision and Life Insurance
  • Short Term and Long Term Disability
  • Commuter Benefits
  • Autonomous Work Environment
  • In-Office/Home Office Setup Reimbursement
  • Flexible Time Off (FTO) + Holidays
  • Quarterly Team Gatherings
  • In office Perks

Add these skills to join the top 1% applicants for this job

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If you're the best, come be a part of something extraordinary. Eve Legal is the fastest-growing legal tech company in the world, and we’re looking for elite talent to fuel our next phase of growth. Join a rocket ship with massive earning potential, game-changing AI, and a culture where high performance is recognized and rewarded.

About Eve:

Eve Legal is transforming the plaintiffs law firm industry with our revolutionary AI platform. Our technology is enabling employment and personal injury firms to dramatically increase efficiency and case volume—and it's working. We've already secured the largest Series B round in legal tech history!

We’re targeting a $500B+ market with an AI solution that firms genuinely need and love. This is a rare opportunity to join a market leader at the perfect moment: post–product-market fit, pre–hypergrowth.

The Opportunity: Founding Strategic Finance Lead

As our Strategic Finance Lead for Sales & Marketing, you will be a critical thought partner to the GTM executive team, spearheading all aspects of strategic planning and financial analytics for our sales and marketing organizations. You will use your expertise in sales capacity planning, quota management, and marketing pipeline modeling to help forecast growth, evaluate campaign ROI, and drive performance improvements. Working in a fast-paced, high-growth software environment, you’ll influence business-critical decisions and help shape the company’s long-term strategy.

The Role:

  • Design and maintain robust quota-based sales capacity models, spanning headcount planning, quota allocation, and productivity ramp forecasts
  • Assess and optimize the marketing/sales funnel, providing in-depth analysis of conversion metrics and pipeline health
  • Formalize key GTM KPIs and establish regular reporting and forecasting cadences with Sales and Marketing leaders
  • Advise on territory design, resource allocation, and incentive planning based on analysis of sales trends and pipeline dynamics
  • Build and enhance forecasting models to support annual planning, long-range strategic plans, and ad hoc scenario analysis
  • Evaluate the financial impact and ROI of GTM initiatives, marketing programs, and sales productivity drivers
  • Deliver clear, actionable recommendations to leadership by translating financial data into strategic insights
  • Support the adoption of new financial systems and analytics tools across GTM teams
  • Ensure all financial analysis is aligned with high-growth objectives and company-wide strategic goals

What You'll Bring

  • 4+ years of strategic finance or FP&A at high-growth software companies
  • 2+ years of investment banking or private equity focused on technology
  • Strong quantitative and analytical skills, including advanced Excel proficiency and experience with BI/CRM/reporting tools
  • Demonstrated expertise in sales capacity planning and marketing conversion modeling
  • Track record of driving complex, cross-functional projects in a GTM environment
  • Excellent written and verbal communication skills, with ability to present to senior leadership
  • Self-starter, highly organized, and comfortable operating in fast-changing, ambiguous environments
  • Bachelor’s degree in Finance, Mathematics, Engineering, or other STEM field

Preferred Qualifications

  • Experience at a high-growth SaaS, cloud, or AI-driven company
  • Familiarity with sales incentive design, territory planning, and campaign ROI measurement
  • Passion for automation, technology adoption, and improving business processes

Benefits

  • Competitive Salary & Equity
  • 401(k) Program & company match
  • Health, Dental, Vision and Life Insurance
  • Short Term and Long Term Disability
  • Commuter Benefits
  • Autonomous Work Environment
  • In-Office/Home Office Setup Reimbursement
  • Flexible Time Off (FTO) + Holidays
  • Quarterly Team Gatherings
  • In office Perks

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.

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