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The Senior Financial Analyst will support FP&A through forecasting, financial analysis, scenario modeling, monthly close, and cross-functional business partnering. Responsibilities include analyzing SaaS metrics such as ARR, bookings, pipeline, renewals, upsell, and churn; improving financial operations and data accuracy; leveraging AI to automate workflows; using Adaptive Insights; and developing actionable recommendations and financial strategies.

Leads a team of Renewal Managers responsible for customer retention, renewal revenue, forecasting, negotiations, and churn-risk management. Coaches team members, oversees complex escalations, ensures accurate Salesforce records and renewal documentation, and partners with Customer Success, Account Management, Finance, Legal, Deal Desk, and Operations. The role also improves renewal workflows, playbooks, reporting, and contract-term strategies while maintaining commercial discipline and customer relationships.

Designs and scales revenue enablement, onboarding, training, and change-management programs that improve sales productivity, product adoption, and customer retention. Conducts needs assessments, creates enablement roadmaps and content, facilitates workshops, measures business impact through analytics, and manages enablement technologies. Partners cross-functionally with Sales, Product, Marketing, Customer Success, HR, and leadership to drive adoption, align priorities, and connect programs to revenue outcomes.

Manage complex client compensation engagements, including benchmarking, market pricing, salary structure design, job architecture, leveling, compensation strategy, policy documentation, and communications training. Advise senior client stakeholders using compensation data and tailored recommendations. Lead cross-functional collaboration, support revenue and renewal activities, mentor teammates, and improve service delivery processes.

Own the full renewal lifecycle for strategic enterprise accounts, including risk assessment, forecasting, procurement processes, negotiations, multi-year agreements, and closing. Partner with Customer Success, Account Management, Legal, Finance, and Deal Desk to protect recurring revenue and identify expansion opportunities. Maintain pipeline accuracy and execute save strategies for at-risk accounts while navigating complex Fortune 500–1000 buying cycles.

Manage enterprise customer accounts and drive revenue growth through renewals, upsells, and retention. Own the sales cycle from lead generation through contract execution, develop territory business plans, maintain Salesforce pipeline forecasts, present business value to HR and C-suite stakeholders, and collaborate with SDRs and internal partners to exceed sales quotas and customer satisfaction goals.

Lead strategic product marketing for a product area: define positioning, messaging frameworks, GTM and launch strategy, leverage AI for market and competitive intelligence, drive cross-functional alignment with Sales/Product/CS, influence pricing and revenue strategy, mentor team members, and measure market impact against business KPIs.