ServiceTitan
The operating system for the trades.
Glendale, CA

VP, Investor Relations & Strategic Finance at ServiceTitan

| Greater LA Area
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Ready to be a Titan?
At ServiceTitan we are on the path to building the Operating System of the Trades. We are seeking a Vice President of Investor Relations & Strategic Finance who will be instrumental in enabling us to achieve this vision. Reporting to the CFO, this leader will be responsible for developing and executing an integrated investor relations strategy that communicates ServiceTitan's business, operational and investment strategies, plans and performance to the investors and analysts communities as well as our key stakeholders.
The ideal candidate will have a proven track record in working with world class Executive teams and Investors focused on SaaS businesses. The candidate will need to demonstrate deep curiosity, exemplary business judgment, and a passion for solving problems.
In terms of executive scope, the Vice President of Investor Relations & Strategic Finance will own our Investor Relations strategy and execution, as well as key Strategic Finance project areas that will have impact across the organization. As a business partner across the company, you will closely work with peer executives and Board members to manage our IR efforts and related Strategic Finance projects in order to make informed and trusted decisions for our Company.
We value strategic insight, at all levels of the organization, and will depend on your work to achieve the extraordinary! You will be empowered to challenge the status quo, dream big and have a massive impact.
What You'll Do:
  • Develop the company's IR strategy to build investor confidence in our vision and strategy for creating shareholder value, working closely with the CFO, Founders and other key executives and board members. This will involve deep understanding of our IPO and post IPO plans.
  • Serve as the primary point of contact for all existing and potential shareholders, including institutional investors, individual investors, sell-side analysts, and exchange representatives.
  • As the key contact for all existing and previous investors, you will broaden and strengthen these relationships through ongoing dialogue and constant education. You will also work with our executive team to appropriately engage them in ongoing discussions with select investors.
  • Act as a thought partner for Capital Raising and other Strategic Finance projects. Partnering with the CFO and select executives on our Capital Raising plans, as well as own and drive key Strategic Finance projects.
  • Provide strategic counsel and positioning advice to CFO/CEO on key investor messaging; collaborate with CFO, CEO, and senior executives to devise external communication strategy relating to material, corporate actions (earnings, guidance, strategic transactions, etc.).
  • Lead the collection, analysis and presentation of market activity and financial trends to executive leaders and Board of Directors.
  • Lead the collection, analysis and presentation of stock ownership, investor perceptions and analyst opinions to executive leaders and Board of Directors.
  • Analyze and inform senior management of competitor strategies and performance and shareholder concerns and priorities.
  • Oversee the quarterly earnings announcement process, including preparation of scripts, presentations and model Q&A and coordination of conference calls.
  • Maintain the company's investor relations records and record of investor relations meetings and events.
  • Lead planning and preparation for periodic investor days/events and investor roadshows.
  • Work with Legal to ensure compliance on regulatory matters.
  • Work with Treasury in engaging with fixed income investors and analysts.
  • Work with Accounting on preparation of the company's Annual Report and 10-K.
  • Directly and indirectly lead, influence, guide, and develop leadership across the organization

What You'll Bring:
  • 15+ years of relevant experience (e.g. investment banking, equity research, buy-side investing and/or corporate finance) with a focus on understanding of SaaS metrics and key business drivers.
  • Experience working in a public SaaS company; SaaS IPO experience a plus.
  • A bachelor's degree is required; Advanced degree in finance or business a plus.
  • Experience in development and execution of communication strategies; excellent writing ability.
  • Outstanding interpersonal skills.
  • Awareness of selective disclosure and materiality issues as they relate to financial reporting.
  • Knowledge of SEC disclosure requirements and filings, accounting concepts and financial analysis.
  • Broad knowledge of stock exchange rules and regulations and proven experience in working with Wall Street.
  • Ability to work in a collaborative environment and work proactively with other functions to understand the company's story and vision.

Be Human With Us:
Being human isn't about checking every box on a list. It's about the experiences we have, people we meet, and the perspectives we share. So, if you have the skills but are hesitant to apply because of your background, apply anyway. We need amazing people like you to help us challenge the conventional and think differently about the problems that we're solving. We're in this together. Come be human, with us.
What We Offer:
When you join our team, you're not just accepting a job. You're making a career move. Here's how we'll support you in doing some of the most impactful work of your career:
  • Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and Founders Club- open to all Titans.
  • Holistic health and wellness benefits: Company-paid medical, dental, and vision (with 100% employer paid options and 80% coverage for dependents), FSA and HSA, 401k match, and telehealth options including memberships to Headspace, Galileo, One Medical, Ginger and more.
  • Support for Titans at all stages of life: Parental leave and support, up to $20k in adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.

At ServiceTitan, we celebrate individuality and uniqueness. We believe that the convergence of fresh perspectives and experiences from all walks of life is what makes our product and culture so great. We strongly encourage people from underrepresented groups to apply. We do not discriminate against employees based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws.
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Where we are

Our office is located in a buzzy, vibrant neighborhood with access to great restaurants and bars. Think small-town vibe with big-city amenities.

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • .NETLanguages
    • C#Languages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • ReactLibraries
    • ASP.NETFrameworks
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases
    • RedisDatabases
    • Google AnalyticsAnalytics
    • IllustratorDesign
    • PhotoshopDesign
    • FigmaDesign
    • AsanaManagement
    • ConfluenceManagement
    • JIRAManagement
    • HubSpotCRM
    • SalesforceCRM
    • MailChimpEmail
    • MarketoLead Gen
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What are ServiceTitan Perks + Benefits

ServiceTitan Benefits Overview

We are committed to supporting our Titans through different stages of life.

Young and early in your career? You are going to love our 401(k) employer match, pet insurance, financial planner access, and that we pay 100% for your health, dental, and vision insurance.

Looking to grow your family? We got you covered with benefits ranging from adoption assistance up to $20,000, a 6-month smart bassinet rental, an allergy prevention program for babies, and paternal leave of 100% pay for up to 16 weeks (in addition to any disability or state paid family leave!).

Culture
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Open door policy
Team owned deliverables
Group brainstorming sessions
Open office floor plan
Diversity
Unconscious bias training
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
ServiceTitan's incredibly generous health plan covers 100% of the cost and 80% for dependents.
Life Insurance
Pet Insurance
ServiceTitan offers Pet Insurance to our Titan pets.
Wellness Programs
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
ServiceTitan provides employees with a 401(k) matching plan. We match 6% of contributions up to 3% of an employee's annual gross pay.
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
In addition to disability and state paid family leave, ServiceTitan offers 16-weeks of parental leave for the primary caregiver and 8-weeks of parental leave for the non-primary caregiver.
Flexible Work Schedule
Remote Work Program
Variable dependent on role.
Family Medical Leave
Adoption Assistance
We reimburse up to $20,000 for eligible adoption expenses and offer 16-weeks of parental leave for the primary caregiver and 8-weeks of parental leave for the non-primary caregiver.
Return-to-work program post parental leave
Company sponsored family events
ServiceTitan sponsors family oriented events multiple times per year.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Company Outings
Aside from our annual summer picnic and holiday party, we always make time to have happy hour with the team. In addition, we value team building, so we often take team offsites.
Game Room
Stocked Kitchen
Happy Hours
Parking
Pet Friendly
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Online course subscriptions available

Additional Perks + Benefits

We really listen to the feedback of our employees and want to make sure that each perk is thought out and mindful for everyone.

An Insider's view of ServiceTitan

How do you collaborate with other teams in the company?

I usually prefer communicating and collaborating via slack or emails, but if I am looking for a rapid solution then I would walk over to them.

Dave Avetikyan

Data Engineer

What are some things you learned at the company?

I've been part of teams throughout my career, but here at ServiceTitan I've had a chance to collaborate in full with my colleagues. I've also learned new things about being accountable to your teammates, the power that transparency has in keeping teams together, and the benefits of being open and candid.

Jason Mulero

Senior Learning & Development Specialist

What makes someone successful on your team?

Empathy, determination, and resourcefulness!

You're the main point of contact for a complex, detail-oriented implementation schedule that has concurrent timelines and moving parts. You need to be cool and collected in the face of high-stress situations, all while delivering an excellent customer experience.

Kathy Chang Sercu

Sr. Manager, Enterprise Implementation

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