Senior Manager, Financial Planning & Strategy - Sales & Pipeline at Checkr

San Francisco, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

TechnologyIndustries

Requirements

8+ years of progressive experience, including 4+ years covering sales and pipeline
Foundational experience in investment banking, private equity, or management consulting preferred
Experience with consumption-based business models
Demonstrated success driving sales strategy, planning, and performance management
Expert-level modeling ability, translating complex business drivers into clear frameworks
Strong executive presence with proven ability to provide clarity and partner with stakeholders at all levels
Experience with Salesforce, BI tool (e.g., Looker), and SQL
Experience in identifying business insights through analysis
Hustler mindset; proactive approach to identifying opportunities and problems to tackle
Thrive in an environment where you will be asked to own an ambiguous project that you have not done before

Responsibilities

Serve as the lead strategic finance partner to VP of Sales and their leads
Proactively create, drive, and partner on strategic initiatives that drive step-function growth of the business
Drive a considerable portion of long-range and annual planning processes, with primary focus on quota-setting, AE capacity, and top-down pipeline targets; build the strategic plan to accomplish goals
Own recurring reporting and forecasting to provide understanding of Sales & Pipeline drivers and actionable insights; share data-driven POV on business performance weekly with Leadership
Define and evolve KPIs that best measure business performance; collaborate with Data Analytics team to build predictive and automated analytics
Develop investment frameworks and drive decisions to determine how to scale the Sales business; define how to measure ROI and sales productivity
Manage a team with support of 1 dotted-line Sr. Analyst

Skills

Financial Planning

Strategic Finance

Quota Setting

Pipeline Management

Sales Strategy

Resource Allocation

Long-range Planning

Business Partnering

Capacity Planning

Revenue Operations

Checkr

Provides background check services for employers

About Checkr

Checkr provides background check services primarily for businesses, staffing agencies, and recruiters. Their platform allows clients to conduct thorough background screenings to verify potential employees' histories, which is especially important in high-risk industries. The service operates on a software-as-a-service (SaaS) model, where clients subscribe to access a user-friendly dashboard and various features that help manage the background check process efficiently. Checkr also offers educational resources to promote fair hiring practices. Unlike many competitors, Checkr's platform includes innovative solutions like Checkr Assess, which can significantly reduce talent acquisition costs. The company's goal is to help businesses hire trustworthy employees while ensuring compliance and promoting fair hiring practices.

San Francisco, CaliforniaHeadquarters

2014Year Founded

$535.1MTotal Funding

SERIES_ECompany Stage

Data & Analytics, ConsultingIndustries

1,001-5,000Employees

Benefits

A fast-paced and collaborative environment

Learning and development allowance

Competitive compensation and opportunity for advancement

100% medical, dental, and vision coverage

Up to 25K reimbursement for fertility, adoption, and parental planning services

Flexible PTO policy

Monthly wellness stipend, home office stipend

Risks

Recent layoffs suggest potential financial instability or restructuring challenges for Checkr.

Departure of key personnel may lead to internal restructuring and operational disruptions.

Acquisition of Inflection and workforce reduction could lead to integration challenges.

Differentiation

Checkr offers rapid background checks using advanced technology, surpassing traditional providers.

The company promotes fair hiring practices, aligning with modern corporate social responsibility goals.

Checkr's SaaS model provides a user-friendly platform with compliance resources and partner integrations.

Upsides

Increased demand for digital background checks boosts Checkr's remote verification capabilities.

The gig economy's growth enhances demand for Checkr's quick and reliable background checks.

AI integration in HR tech allows Checkr to improve accuracy and speed of checks.

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