Role at a glance
- Salary
- $201.2K – $284.3K/yr
- Location
- San Francisco, United States
- Work arrangement
- Remote
- Employment
- Full-time
- Experience
- 8+ years experience, including 3+ years Sales Finance experience at a high-growth and scaled enterprise software company.
- Education
- Bachelor's degree in a quantitative field preferred.
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Role Summary
The GTM Strategic Finance Lead will serve as the financial partner to Harvey’s go-to-market organization, supporting revenue growth and commercial decision-making. Reporting to the VP of Strategic Finance, the role owns the financial model for Harvey’s revenue engine and provides analysis to GTM leadership, executives, and the Board.
What You'll Do
- Own unit economics, including CAC, payback, magic number, net revenue retention, and contribution margin by segment and motion.
- Partner with the GTM team on sales capacity planning, including headcount, rep ramp, and quota.
- Own the GTM financial model covering bookings, ARR, sales capacity planning, and quota design.
- Lead GTM planning and budgeting across Sales, Marketing, and Partnerships.
- Serve as the financial lead for deal structuring and pricing decisions, including non-standard commercial terms.
- Establish monthly and quarterly GTM reporting for the executive team and Board, and improve GTM financial processes, tooling, CRM...
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
8+ years of experience, including 3+ years of Sales Finance experience at a high-growth and scaled enterprise software company; deep understanding of SaaS and usage-based business models; exceptional analytical skills; comfort with SQL or BI tools.
Required
- 8+ years of experience, including 3+ years of Sales Finance experience at a high-growth and scaled enterprise software company
- Deep understanding of SaaS and usage-based business models, including ARR, NRR, CAC, LTV, and sales productivity metrics
- Exceptional analytical skills
- Comfortable in SQL or BI tools
Preferred
- Bachelor's degree in a quantitative field
Original job description
Content provided by the employer
Original job description
Content provided by the employer
Why Harvey
At Harvey, we’re transforming how legal and professional services operate. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we’re reshaping how critical knowledge work gets done for decades to come.
This is a rare chance to help build a generational company at a true inflection point. We have strong product-market fit and world-class investor support. We’re scaling fast and defining a new category in real time. The work is ambitious, the bar is high, and the opportunity for growth — personal, professional, and financial — is unmatched.
Our team moves fast, takes ownership, and is deeply committed to the mission — operating with intensity, staying close to our customers, and pushing each other for excellence. We live by three values: Decisiveness, Simplicity, and Job's Not Finished. We act quickly on clear judgment over perfect information, we believe simplicity is what scales, and we're never satisfied with where we are. If you want to do the best work of your career alongside people who share that drive, we'd love to build with you.
At Harvey, the future of professional services is being written today — and we’re just getting started.
Role Overview
As the GTM Strategic Finance Lead at Harvey, you will serve as the financial partner to our GTM organization, providing the analytical rigor and strategic insight that drives revenue growth and commercial decision-making. Reporting to the VP of Strategic Finance and working closely with the CBO and GTM leadership, you will own the financial model for Harvey's revenue engine — from bookings and pipeline to sales productivity and customer economics. The ideal candidate combines deep SaaS finance expertise with a builder's mindset and a strong bias toward actionable insight.
What You'll Do
Own the unit economics. CAC, payback, magic number, net revenue retention, contribution margin by segment and motion. Know what makes money and what doesn't.
Plan sales capacity. Partner with the GTM team to determine how many reps, where, ramped how fast, carrying what quota
Own the GTM financial model, including bookings, ARR, sales capacity planning, and quota design.
Lead the GTM planning and budgeting processes, ensuring we are investing appropriately across Sales, Marketing, and Partnerships to support our top-line targets.
Serve as the financial lead for deal structuring and pricing decisions, including non-standard commercial terms.
Identify trends, risks, and opportunities across the revenue funnel; translate data into clear recommendations for GTM leadership and the executive team.
Establish and maintain a monthly/quarterly GTM reporting package for the executive team and Board, including pipeline, bookings, and retention metrics.
Drive ongoing improvement of GTM financial processes and tooling, with a focus on CRM integrity, forecasting accuracy, and automation.
What You Have
8+ years experience, including 3+ years Sales Finance experience at a high-growth and scaled enterprise software company.
A first-principles thinker. You build from a blank page and question every input.
You partner with senior GTM leaders; have exceptional cross-functional communication skills and are able to influence and operate effectively.
You move fast and own outcomes, not tasks. You turn analysis into decisions and explain them in plain language.
Deep understanding of SaaS and usage-based business models, including ARR, NRR, CAC, LTV, and sales productivity metrics.
Exceptional analytical skills.
Builder mindset. Process and systems- oriented.
Comfortable in SQL or BI tools — you can pull your own data.
Bachelor's degree in a quantitative field preferred.
Compensation
$201,200-284,300 USD
Depending on your location, an Applicant Privacy Notice may apply to you. You can find all of our Applicant Privacy Notices [here].
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Harvey is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.
We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made by emailing [email protected]
About the company
Harvey
Startup
Harvey is an innovative technology company focused on streamlining the recruitment process through cutting-edge artificial intelligence solutions. By leveraging data-driven insights, Harvey enhances the connection between employers and job seekers, making it easier for companies to find the right talent efficiently. With a commitment to improving the hiring experience for both candidates and organizations, Harvey is at the forefront of transforming traditional recruitment methods into a more effective, user-friendly approach.
Harvey is an innovative technology company focused on streamlining the recruitment process through cutting-edge artificial intelligence solutions. By leveraging data-driven insights, Harvey enhances the connection between employers and job seekers, making it easier for companies to find the right talent efficiently. With a commitment to improving the hiring experience for both candidates and organizations, Harvey is at the forefront of transforming traditional recruitment methods into a more effective, user-friendly approach.