Suggested rewrite: Led a cross-functional initiative that improved [business outcome] by [measurable result], demonstrating experience relevant to this role...
Director, GTM Finance
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- Salary
- USD 200k–255k / yr
- Department
- Finance & Accounting
- Employment
- Full Time
- Experience
- Director
- Published
- Apply before
- 15 Nov 2026
- Listing views
- 21
- Application actions
- 1
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The role, at a glance.
Customer.io is seeking a senior finance leader to own the go-to-market P&L across Sales, Marketing, and Customer Success. The role leads forecasting, ARR and bookings analysis, unit economics, capacity planning, pricing support, and executive and Board reporting. It requires strong SaaS and GTM finance expertise, first-principles modeling, and the ability to challenge senior stakeholders with evidence. The director will build a GTM finance team and champion practical AI-enabled finance workflows as the business scales. Success depends on strategic partnership, rigorous operational analysis, and people leadership.
Role DNA
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Pace & Pressure
5/5Autonomy Level
5/5Communication Load
5/5Salary analysis
Estimated compensation compared with the broader US market for similar roles.
Core skills
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Sample interview questions
I would begin by defining a reconciled revenue and bookings data model, including customer cohorts, pipeline stages, sales capacity, pricing, churn, expansion, and revenue-recognition assumptions. I would connect bottom-up driver forecasts to the P&L, create clear bridges to actuals and prior forecasts, and document all assumptions so leaders can test sensitivities. I would also establish recurring variance reviews to identify root causes and improve forecast accuracy.
I assess growth through a combination of CAC, LTV/CAC, CAC payback, magic number, gross margin, retention, pipeline conversion, and sales productivity. I segment the analysis by channel, customer cohort, market segment, and sales motion so aggregate results do not hide weak economics. I then use those findings to recommend specific resource allocation, hiring, pricing, or process changes.
I would build a capacity model that connects headcount, ramp timing, productivity curves, territory design, pipeline coverage, conversion rates, and quota attainment to bookings and ARR goals. The model would show the revenue impact and payback period of alternative hiring plans, including downside scenarios. I would review it routinely with Sales and RevOps to ensure assumptions reflect current field realities rather than static planning targets.
A strong approach is to start with a repeatable, high-friction workflow such as variance commentary, forecast-data validation, or management-report drafting. I would combine governed source data with structured prompts and review controls to accelerate analysis while maintaining finance ownership of conclusions. Success should be measured through reduced cycle time, improved data quality, and better decision-maker adoption rather than tool usage alone.
I would first validate the data and isolate the assumptions driving the difference, then present a concise fact-based view of the issue and its financial implications. I would frame the discussion around shared business outcomes, offer alternative scenarios, and explain the evidence behind each recommendation. This preserves constructive partnership while ensuring plans remain grounded in observable customer and operating data.
About this role.
About Customer.io
Over 9,000 companies — from scrappy startups to global brands — use our platform to send billions of emails, push notifications, in-app messages, and SMS every day. Customer.io powers automated communication that people actually want to receive. We help teams send smarter, more relevant messages using real-time behavioral data.
About the role
Hi, my name is Diep Nguyen, VP of Finance here at Customer.io, and I’m looking for a Director, GTM Finance to own our go-to-market P&L end-to-end as we scale from $100M+ ARR today to $1B+ ARR in the future.
We’re hiring for strategic finance horsepower first: someone who builds models from a blank page, challenges assumptions, and earns trust with senior executives. Deep GTM fluency matters just as much — but for a strong finance generalist, that business partnership often shows up in the work rather than the title. You’ll own our GTM P&L spanning Sales, Marketing, and Customer Success, and build the team behind it.
We’re an AI-forward company: this role requires someone energized by using AI to reinvent how finance operates, not someone who merely tolerates the tools we hand them.
What we value
- Financial rigor over title-matching — we care more about how you’ve built and defended models than whether “GTM Finance” was ever your title.
- AI as genuine practice, not a buzzword — we want concrete stories of AI changing an outcome, not familiarity with the tools.
- Ownership from day one — you’ll build and lead a team, not just execute analysis handed to you.
- Directness with data — you challenge top-down assumptions with account-level evidence, even in uncomfortable conversations.
What you’ll do
- Own the GTM P&L end-to-end — revenue, gross margin, and opex across Sales, Marketing, and Customer Success — not just a spend-efficiency lens.
- Drive unit economics and the growth funnel model — CAC, LTV/CAC, payback, magic number, and cohort/retention analysis across self-serve and sales-assisted motions.
- Own the ARR roll-forward, bookings, and revenue forecasting — auditable, reconcilable, and independently stress-tested against top-down assumptions.
- Partner with Sales and RevOps on capacity planning, deal economics, and pricing — protecting margin and ARR quality without slowing deal velocity.
- Build and own the monthly/quarterly GTM reporting package for the exec team and Board, with variance analysis that explains root cause.
- Champion AI-enabled finance workflows and build the GTM finance team as Customer.io scales past $250M+ ARR.
What we’re looking for
- 10+ years in FP&A, strategic finance, or related roles at complex, scaled orgs; a first-principles modeler who builds from a blank page rather than inheriting assumptions
- Deep GTM business-partnering experience with Sales, Marketing, or Customer Success — regardless of whether “GTM Finance” was ever the title
- Comfortable with subscription/SaaS metrics (ARR, NRR, CAC, LTV) or able to get there fast
- Concrete, demonstrated track record driving AI adoption in finance workflows — not just familiarity with the tools
- Proven people leader — has managed and developed finance professionals
- Strong Excel skills (with experience using Snowflake a plus) and experience with planning/GTM systems (NetSuite, Salesforce, Gong, Drivetrain)
- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA a plus
Compensation & Benefits
We believe in transparency. Starting salary for this role is $200K–$255K USD (or equivalent in local currency) depending on experience and subject to market rate adjustment.
We know our people are what make us great, and we’re committed to taking great care of them. Our inclusive benefits package supports your well-being and growth, including 100% coverage of medical, dental, vision, mental health, and supplemental insurance premiums for you and your family. We also offer 16 weeks paid parental leave, unlimited PTO, stipends for remote work and wellness, a professional development budget, and more.
Our Process
No gotchas, no trick questions – just a clear, human process designed to help both of us make an informed decision.
- Recruiter Screen (30 min)
- Hiring Manager Screen (45 min)
- Two Cross-functional conversations with team members (30 min each)
- Case study + Case Review Panel with team (45 min)
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.
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 jobs@customer.io.
Join us!
Check out our careers page for more information about why you should come work with us! We believe in empathy, transparency, responsibility, and, yes, a little awkwardness. If you’re excited by what you read — apply now.
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