Finance & Strategy, Deal Operations - Americas

Join Anthropic as a key member of our Finance & Strategy team, focusing on Deal Operations in the Americas. In this dynamic role, you will collaborate with cross-functional teams to streamline processes, enhance financial strategies, and support decision-making through data-driven insights. Your contributions will directly impact our growth trajectory and en…

About AnthropicAt Anthropic, we are dedicated to developing AI systems that are reliable, interpretable, and steerable. Our mission is to ensure that AI serves as a safe and beneficial tool for our users and society at large. Our rapidly growing team comprises passionate researchers, engineers, policy experts, and business leaders collaborating to create advantageous AI solutions.About the RoleIn this pivotal position, you will facilitate our revenue growth by overseeing intricate deals and establishing standardized processes that harmonize speed with control. Collaborating at the crossroads of finance, sales, and legal teams, you will ensure our products successfully reach customers, supporting Anthropic's swift expansion while upholding the financial discipline and risk management practices vital for a leading AI firm. This role presents a unique opportunity to construct scalable processes from the ground up, significantly influencing our most critical customer relationships.

At Gong, we leverage cutting-edge AI technology to revolutionize how revenue teams achieve success. Our Gong Revenue AI Operating System integrates data, insights, and workflows into a cohesive, trusted framework that observes, guides, and collaborates with the world’s leading revenue teams. Utilizing the powerful Gong Revenue Graph, AI-driven intelligence, specialized agents, and reliable applications, we empower over 5,000 companies globally to gain profound insights into their teams and customers, streamline essential sales workflows, and close more deals with greater efficiency. Learn more at www.gong.io.Join us at Gong, where innovation meets ambition and where a team of passionate individuals is shaping the future of revenue intelligence. We are looking for people who are eager to contribute to what’s next in our journey. Here, you will collaborate with a dynamic team that dreams big, acts swiftly, and deeply values both the craft of our work and each other. Transparency and trust are fundamental to our operations, and every team member has the opportunity to make a significant impact. If you are ready to grow and engage in meaningful work, Gong is where you can achieve the pinnacle of your career.We are seeking a Director for our Deal Desk (Strategy & Operations) to spearhead a sales-aligned Deal Desk function as part of our enterprise Quote-to-Cash (QTC) process. This pivotal role is both cross-functional and hands-on, dedicated to supporting our Sales team by facilitating complex, global enterprise deals while ensuring pricing consistency, billing readiness, and revenue compliance.This position reports to the Senior Director of Financial Revenue Operations and works closely with Sales, Legal, Billing, Revenue Recognition, and Systems teams to expedite and streamline deal processes.

Role overview Okta, Inc. seeks a Global Head of Deal Strategy to join the team in either Bellevue, Washington or San Francisco, California. This leadership position focuses on shaping and advancing strategic initiatives that drive revenue growth and reinforce Okta’s market presence. What you will do Create and implement strategies aligned with Okta’s business objectives Work closely with teams across the organization to identify new opportunities and enhance existing processes Refine deal structures to increase value and improve efficiency Contribute to the company’s overall strategic direction

Join Canva as a Strategic Deal Desk Manager for the Americas region! In this pivotal role, you will lead and optimize our deal desk operations, ensuring that our sales teams are equipped with the tools and insights necessary to close deals efficiently and effectively. Your strategic mindset and analytical skills will play a key role in driving revenue growth and enhancing our customer experience.As a Strategic Deal Desk Manager, you will collaborate closely with cross-functional teams, including Sales, Finance, and Operations, to develop pricing strategies, streamline processes, and analyze deal performance. Your expertise will help shape the future of our sales strategy and contribute to the overall success of Canva.

Candid Health is seeking a dynamic Finance & Strategy Lead to spearhead analytical decision-making and propel our remarkable growth trajectory of over 200% year-on-year. In this pivotal role, you will not only manage financial planning but also collaborate closely with teams in Sales, Product, Engineering, and Operations to drive impactful business execution and growth.Your responsibilities will encompass defining our unit economics, refining our go-to-market strategies, advising on pricing and packaging, and developing forecasting models that will shape our long-term strategy.Key ResponsibilitiesStrategic Planning & Analysis: Lead revenue forecasting efforts, including annual plans, quarterly forecasts, and monthly reporting. Shape the narrative for board meetings and investor relations.Unit Economics & Pricing: Conduct in-depth analyses of our gross margins and define customer acquisition cost (CAC) and customer lifetime value (LTV) by segment. Collaborate with Sales and Product to refine pricing models for our Software and Services offerings, supporting the introduction of new products.Capital Allocation: Execute thorough analyses on total addressable market (TAM), new product opportunities, partnerships, and M&A strategies to ensure optimal capital deployment towards high-leverage outcomes.AI-Driven Forecasting: Move beyond traditional Excel updates by implementing AI-enhanced financial planning and analysis (FP&A) tools/systems to automate variance analysis and rolling forecasts, enabling a focus on strategic initiatives rather than performance tracking.QualificationsExperience: A minimum of 8 years of finance experience, encompassing strategic finance, investment banking, consulting, and buy-side investing, with a proven track record in forecasting and analytical decision-making within a high-growth environment.Analytical Expertise: A natural model-builder with a knack for data-driven decision-making. High proficiency in Excel/Google Sheets is essential, and familiarity with SQL for data extraction is highly desirable.Communication Skills: Ability to distill complex financial data into compelling narratives for non-finance stakeholders. The ideal candidate merges deep financial knowledge with operational leadership acumen, comfortable navigating detailed financial models and collaborating with executives on long-term strategies.Multiplier Mindset: A player-coach who aspires to create templates and systems independently. Proactively seeks opportunities to leverage AI and innovative tools for enhanced efficiency.

About Postman Postman is a leading API platform, trusted by over 45 million developers and 500,000 organizations worldwide, including 98% of the Fortune 500. The company’s mission is to simplify the API lifecycle and help teams collaborate, so users can build better APIs, faster. Headquartered in San Francisco, Postman also has offices in Boston, New York, Austin, Tokyo, London, and Bangalore. Postman is privately held, backed by investors such as Battery Ventures, BOND, Coatue, CRV, Insight Partners, and Nexus Venture Partners. Learn more at postman.com or follow @getpostman on X. For a deeper look at Postman’s vision, check out The "API-First World" graphic novel. Role Overview: Deal Operations Analyst (San Francisco, In-Office) The Deal Operations Analyst joins the Deal Operations team, reporting to the Head of Deal Operations (who reports to Revenue Operations). This role works closely with sales, finance, legal, renewals, and orders teams throughout the deal cycle. The analyst helps ensure every deal follows Postman’s policies and procedures, from quote creation to booking. This is a full-time, in-office position based in San Francisco. Key Responsibilities Create quotes and order forms for sales transactions. Review and approve qualified quote requests. Oversee the booking process for customer orders, maintaining quality and efficiency at each stage. Support both internal and external clients with order booking and tracking questions. Handle escalations related to exception management for booking requests. Investigate discrepancies in Annual Recurring Revenue (ARR) calculations. Assist Deal Operations and Sales with unique, custom, or complex deal structures to ensure quotes and order forms accurately reflect each agreement. Coordinate with internal teams, including finance, legal, renewals, and collections, to facilitate the order process, resolve issues, and achieve shared goals.

About AirwallexAirwallex is a revolutionary financial technology company providing a unified payments and financial platform tailored for global enterprises. Our unique blend of proprietary infrastructure and software empowers over 200,000 businesses worldwide—including renowned names such as Brex, Rippling, Navan, Qantas, and SHEIN—with fully integrated solutions for managing business accounts, payments, spend management, treasury, and embedded finance at a global scale.Founded in Melbourne, we proudly employ a diverse team of over 2,000 innovative tech specialists across 26 global offices. With a valuation of US$8 billion and backing from premier investors like T. Rowe Price, Visa, Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures, DST Global, and Lone Pine Capital, Airwallex is at the forefront of shaping the future of global financial services. If you're eager to embark on the most ambitious journey of your career, we invite you to join our team.Attributes We ValueWe seek dynamic builders with a founder-like spirit who are driven to make a significant impact, embrace accelerated learning, and take ownership of their work. You will bring strong expertise, analytical thinking, and a commitment to our mission and operating principles. You will demonstrate agility in decision-making, a curiosity to explore deeply, and a balanced approach to speed and rigor.With a humble and collaborative mindset, you will transform innovative concepts into tangible products and consistently deliver results from inception to completion. By leveraging AI tools, you will work more efficiently and resolve challenges promptly. Here, you will confront complex, high-stakes issues alongside exceptional colleagues while advancing your career as we redefine global banking. If this resonates with you, let’s create the future together.About the TeamThe Strategy & Operations team at Airwallex is integral to driving overall growth and operational efficiency. Our group of analysts, strategists, and operations experts are passionate about turning vision into actionable strategies. We utilize data insights, strong problem-solving capabilities, and a comprehensive understanding of our business to enhance processes, uncover growth opportunities, and ensure Airwallex functions efficiently at scale.What You'll DoAs the Director of Revenue Strategy & Operations for the Americas, you will take ownership of the strategic roadmap for revenue growth across the region, defining and executing a multi-year go-to-market strategy for Airwallex’s products and channels.

Join Checkr as a Product Finance & Strategy Manager, where you will play a pivotal role in shaping the financial strategies that drive our innovative products. As a key member of our team, you will leverage your financial acumen and strategic insights to guide product development and improve profitability. You will collaborate closely with cross-functional teams, providing financial analysis and strategic recommendations that align with our business goals.

Join sfcompute as a Deal Architect, where you will play a critical role in shaping and driving innovative deal strategies. You will collaborate with cross-functional teams to design and implement solutions that meet client needs and exceed expectations. Your expertise will guide our clients through the complexities of deal structuring, ensuring optimal outcomes for all stakeholders involved.

Fastly is looking for a Deal Desk Manager to help shape and support the deal process. This position partners with sales, finance, and operations teams to keep deals moving smoothly and efficiently. Role overview The Deal Desk Manager focuses on improving how deals are structured and closed. The role involves guiding pricing decisions, supporting negotiations, and refining workflows to make the customer experience better. Collaboration across departments is central to this work. What you will do Work with sales, finance, and operations to streamline deal processes Advise on pricing strategies and support negotiations Identify ways to optimize workflows and help drive revenue growth Requirements Experience supporting sales teams and managing deal operations Strong understanding of pricing and negotiation practices Ability to work well with multiple departments

About AirwallexAirwallex stands as the premier unified payments and financial platform tailored for global enterprises. Our innovative blend of proprietary infrastructure and advanced software empowers more than 200,000 businesses worldwide, including notable names such as Brex, Rippling, Navan, Qantas, and SHEIN. We provide fully integrated solutions that encompass everything from business accounts and payments to spend management and treasury services, all while driving embedded finance on a global scale.Founded in Melbourne with a workforce exceeding 2,000 highly talented individuals across 26 offices globally, our company is valued at $8 billion and supported by leading investors like T. Rowe Price, Visa, Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures, DST Global, and Lone Pine Capital. At Airwallex, we're at the forefront of crafting the future of global payments and finance. If you’re prepared to engage in the most ambitious work of your career, we invite you to join our mission.Attributes We ValueWe seek dynamic builders who exhibit founder-like energy and are driven to make a significant impact, learn rapidly, and take genuine ownership of their roles. You should possess robust expertise in your field, agile thinking, and a strong affinity for our mission and operating principles. You adapt quickly, exercise sound judgment, and approach challenges with curiosity, employing first-principles thinking to balance speed with thoroughness.A humble and collaborative spirit is essential as you transform innovative ideas into tangible products, ensuring that you follow through from inception to execution. By leveraging AI, you enhance productivity and accelerate problem-solving. Here, you'll confront complex, high-stakes challenges alongside exceptional colleagues while advancing your career in shaping the future of global banking. If this resonates with you, we look forward to crafting what’s next together.About the TeamThe Strategy & Operations team at Airwallex is integral to steering the company's growth and operational efficiency. Our team comprises a diverse group of analysts, strategists, and operational specialists who are passionate about converting vision into actionable results. By harnessing data insights, strong problem-solving abilities, and a profound understanding of our business, we enhance processes, identify growth opportunities, and ensure that Airwallex operates with optimal effectiveness and scalability.Your RoleAs the Senior Director of Revenue Strategy & Operations for the Americas, you will be responsible for shaping the strategic roadmap for revenue growth across the region. This includes defining and implementing a multi-year go-to-market strategy for Airwallex’s products and channels.

Join abridge as a Finance & Strategy Manager, where you will play a pivotal role in shaping our financial strategies and optimizing our operational efficiency. You will collaborate with cross-functional teams to drive data-driven decision-making and provide insights that will influence our business direction.

Join Us in Transforming Connections Across the Globe!At Kong, we believe in the power of connection. If you feel you might not meet every single requirement but are enthusiastic about this role, we encourage you to apply. We value strong candidates who excel in certain areas while having a genuine interest in others.Position Overview:We are looking for a dynamic Sales Strategy and Operations Manager to become a key player in our Revenue Operations team. You'll act as a strategic partner and advocate for the AMS GTM Leadership team. Your mission will involve defining, tracking, and executing AMS business objectives, initiatives, strategies, and processes that facilitate scaling. This role is essential for our rapidly growing sales team and requires a hands-on approach. Ideal candidates will have a strong background in full-funnel GTM Strategy & Operations, be self-motivated, thrive in a fast-paced, data-oriented environment, and exhibit a proactive, results-driven mindset. You will report directly to the Director of Global Field Operations.Preferred Locations: San Francisco, New York, Chicago, TorontoKey Responsibilities:Lead the annual AMS GTM planning process, encompassing fiscal year/long-range modeling, investment ROI analysis, headcount planning, quota and capacity setting, and territory planning.Collaborate with leadership to design and implement the AMS GTM structure, segmentation, and coverage model across multiple roles, including Sales, Solutions Engineering, Customer Success, Sales Development, and Professional Services.Provide insights and performance tracking on business health, including lead funnel monitoring, sales efficiency, and productivity metrics using business intelligence tools.Oversee the execution of operational cadences within the organization, supporting management inspections throughout the customer lifecycle.Assist sales leadership in preparing content for key management reporting, including Quarterly Business Reviews.Enhance CRM accuracy, pipeline analytics, forecasting, and regional reporting requirements.Ensure efficient deal velocity by monitoring deal management processes and recommending improvements for deal structures, approvals, and booking processes.

Join abridge as the GTM Finance & Strategy Lead, where you will be at the forefront of shaping our go-to-market strategies. In this pivotal role, you will leverage your financial expertise to drive strategic initiatives that support our growth objectives.

About HiveHive is a pioneering leader in artificial intelligence solutions, dedicated to comprehending, searching, and generating content. Our innovative technology is relied upon by hundreds of the world's foremost organizations to manage billions of content pieces each month. With a robust portfolio of top-tier, pre-trained AI models, Hive tackles pressing challenges in areas such as content moderation, deepfake detection, digital child safety, intellectual property protection, and sponsorship management, among others.Having successfully raised over $120M in funding from esteemed investors like General Catalyst, 8VC, Glynn Capital, Bain & Company, and Visa Ventures, we operate on a global scale with over 250 professionals across our offices in San Francisco, Seattle, and Delhi.About the RoleThe Growth Strategy & Operations Associate will spearhead strategic initiatives aimed at propelling Hive’s growth organization-wide. This is a comprehensive role where you will develop impactful initiatives and oversee their successful implementation. You will collaborate with leaders from diverse teams, including Sales, Marketing, Recruiting, Finance, and Operations. Your responsibilities will include enhancing processes to foster effective growth structures, establishing robust reporting and productivity benchmarks, and addressing high-stakes ad hoc projects.We seek a dynamic business generalist who is fervently committed to making a significant impact and contributing to the legacy of a transformative AI company. The ideal candidate will possess a strong leadership track record in fast-paced environments, embody a positive outlook, and demonstrate enthusiasm for analyzing metrics. You should be versatile, ready to engage in multiple roles, and maintain a high professional standard of excellence.Key Focus AreasSales Strategy & Operations- Lead strategic planning, forecasting, and performance analysis within the sales domain.- Identify sales funnel bottlenecks and recommend data-driven strategies to enhance conversion rates and productivity.- Oversee the sales technology arsenal and assess new tools to boost team efficiency; refine CRM procedures to improve data integrity, pipeline visibility, and forecasting precision.Customer Success- Examine customer usage data and synthesize feedback to uncover additional growth opportunities for existing accounts.- Establish and optimize customer support workflows, ensuring timely ticket routing and resolution for enterprise clients.- Develop onboarding materials and resources to enhance customer experience.

We are looking for a dynamic and detail-oriented Deal Desk Manager to join our vibrant team at nooks in San Francisco. In this pivotal role, you will be responsible for streamlining our deal processes, enhancing operational efficiency, and ensuring that our sales teams are equipped with the tools they need to succeed.Your expertise will help drive revenue growth and optimize our pricing strategies. If you are passionate about creating impactful solutions and enjoy collaborating with cross-functional teams, we want to hear from you!

Join Stripe as the Head of Connect & Crypto Finance & Strategy, where you will lead strategic initiatives and innovative financial solutions in the rapidly evolving cryptocurrency sector. You will collaborate closely with cross-functional teams to drive growth, optimize financial performance, and enhance our product offerings. This role requires visionary leadership, analytical prowess, and a passion for the future of finance.

Join Stripe as the Director of Central GTM Finance & Strategy and play a crucial role in shaping our go-to-market strategies. In this leadership position, you will collaborate with cross-functional teams to foster financial strategies that drive growth and innovation.

About Our TeamAt OpenAI, our User Operations team plays a pivotal role in delivering outstanding customer experiences with our cutting-edge products. We tackle intricate issues, offer expert technical support, and empower our customers to fully leverage the benefits of our offerings. Collaborating closely with Sales, Technical Success, Product, and Engineering teams, we strive to ensure a seamless experience for our diverse customer base, ranging from innovative startups to established global enterprises.About the PositionWe are on the lookout for a proactive Strategic Operations Specialist to lead transformative initiatives within OpenAI’s customer support landscape. In this role, you will partner with leaders across User Operations and the broader organization to enhance, mature, and refine our support operations. Your focus will be on strategic projects that elevate the customer journey and optimize operational efficiency, ensuring our support capabilities scale effectively alongside business growth.You will immerse yourself in understanding our organizational goals—where we currently stand and where we aim to be—while driving the execution of a vision that prioritizes exceptional support. This position transcends traditional playbook development; as AI continues to revolutionize customer interactions and operational frameworks, we require a forward-thinking strategist who can anticipate future needs and shape the next era of customer support at OpenAI and beyond.Key ResponsibilitiesCollaborate with User Operations and cross-functional teams to harness AI and LLMs, playing an integral role in our technological advancement.Engage with leadership to identify, assess, and prioritize strategic and operational initiatives, ensuring they align with our company’s objectives and unique needs.Embrace a fast-paced environment, fostering program structures that promote efficiency and execution.Partner with product, engineering, and data teams to uncover and tackle essential operational challenges and scaling opportunities, focusing on automation, process enhancement, and improved self-service capabilities.