Finance Manager

Hi, I’m Nicole, Director of Finance at Customer.io, and I’m looking for a strategic Finance Manager to join our team and own the end-to-end financial planning and analysis that powers our growth. In this role, you’ll partner with Sales, Marketing, and senior leadership to shape forecasting, reporting, and strategic initiatives—turning data into insights that drive decisions at the highest levels. If you’re energized by building robust models, translating complex metrics into clear narratives, and mentoring rising FP&A talent, we’d love to hear from you!

• Own full-cycle ARR forecasting. Partner with Sales and Marketing leadership to model pipeline, churn, and expansion across both self-serve and sales-led channels.
• Design and scale financial models. Build, maintain, and continuously improve our consolidated P&L, balance sheet, cash flow, and SaaS-metrics forecasts so they flex with our business.
• Lead annual and long-range planning. Drive scenario analytics, identify growth levers, and collaborate on strategic initiatives that unlock new opportunities.
• Deliver executive and board reporting. Craft monthly, quarterly, and ad hoc strategic presentations with clear narratives, actionable insights, and compelling visuals.
• Champion cross-functional collaboration. Translate business priorities into financial impact, advise on investment trade-offs, and help teams understand the “why” behind the numbers.
• Ensure data integrity. Own QA, reconciliation, and process improvements that make our forecasting and reporting rock-solid.
• Mentor and develop FP&A talent. Coach junior team members today, and prepare to lead direct reports as our team grows tomorrow.

• You’re a strategic thinker who loves diving into details—whether you’re architecting complex models or telling the story behind the numbers.
• You thrive in a fast-moving SaaS environment, balancing speed with rigor and adapting your processes as our business evolves.
• You’re a clear communicator, able to distill sophisticated analyses into concise recommendations for executives, board members, and cross-functional partners.
• You’re proactive and autonomous, spotting opportunities in ambiguity and driving change from Day One.
• You embrace new tools and technologies, experimenting with AI/ML workflows (ChatGPT, Gemini, etc.) to boost productivity and insight.

• 6–8+ years of experience in FP&A, investment banking, private equity, or consulting, with a track record of progression into senior roles.
• Deep B2B SaaS fluency, including expert knowledge of ARR, retention, CAC, LTV, and pipeline analytics.
• Mastery of financial modeling, with the ability to build scalable Excel/Google Sheets models that evolve over time.
• Proven experience driving annual planning processes and delivering executive-level reports.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field (advanced degree a plus).

Nice-to-have

• Hands-on experience with enterprise FP&A platforms (Drivetrain, Mosaic, Adaptive, Anaplan, etc.)
• Familiarity with ERP, CRM, and HRIS systems to streamline data flows
• Board-level exposure and comfort presenting to executive audiences

If you’re passionate about turning data into strategy and mentoring the next generation of finance leaders, we can’t wait to meet you!

Our mission at Customer.io is to power automated communication that people like to receive. Today over 7,800 internet businesses use Customer.io to manage, send, and track the performance of emails, SMS, push notifications, and in-app messages. Unlike typical marketing platforms, Customer.io helps businesses increase relevance by using behavioral data: what people do or don’t do when logged in to a web or mobile app.

Customer.io is committed to providing highly competitive cash compensation, equity, and benefits. We are offering a starting salary of $135,000 USD (or equivalent in local currency) depending on experience and subject to market rate adjustment.

• Unlimited PTO - we encourage at least 20 vacation days (in addition to holidays and sick days) so that you can unwind, unplug, and recharge
• 16 weeks paid parental leave (including adoption and foster care)
• 100% paid insurance premiums for you and your dependents
• 401k retirement matching - up to 5% dollar-for-dollar match to retirement contributions
• $1,500 annual healthy lifestyle budget (for gym memberships, classes, fitness equipment)
• $250/monthly Remote Work Stipend to be used for home internet, cell phone, and other miscellaneous remote work costs
• $300/month co-working space rental reimbursement
• $2,000/yearly professional education budget for conferences, courses, workshops, books, etc.
• $1,500 home office budget to make sure your working space is ergonomic and just what you need to do your best work!
• One month sabbatical after five years at Customer.io
• We also have opportunities to meet in person with your peers throughout the year

All final candidates will be asked to complete a background check and employment verifications as part of our pre-employment process.

Customer.io recognizes the stifling impact of systemic injustice on diverse communities. We commit to using our influence to increase inclusion and equity within the tech industry. We strive to build an inclusive team culture, implement bias-free hiring practices, and develop community partnerships to expand our global impact.

Check out our careers page for more information about why you should come work with us! We are passionate about our core values of Empathy, Transparency, Responsibility, and Awkwardness and are looking for new coworkers to share and build that passion!

Apply at the link below and tell us why you're interested in the position! We plan to respond to all applicants with a status update about your application.

At Customer.io, we prioritize authentic interest and applications in our hiring process. To ensure fairness and integrity, the use of AI or automation during interviews or assessments is prohibited. Candidates who do not adhere to this will be removed from consideration.

1. 30-minute video call with a Recruiter
2. 45-minute video call with the Hiring Manager
3. 30-minute video calls with two potential team members
4. Take Home Assignment + Assignment Review Call
5. Final Interview w/ CFO (TBD)

Zoom is the only video conference platform that we use, virtual interviews will be conducted using the video capability (i.e., not via the chat), and offers will be extended in writing on official Customer.io letterhead. Please be vigilant in all of your job search activity, and if you have any questions please contact [email protected].