✦ Luna Orbit — Finance & Accounting

Director, GTM Finance

at Klaviyo

📍 San Francisco, CA Onsite Posted March 18, 2026
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Position Details

Type Full-Time
Experience senior
Exp. Years 12+ years
Education Not specified
Category Finance & Accounting

About this role

This role leads the GTM finance functions at Klaviyo, focusing on forecasting, planning, and performance analysis to support global growth. The director partners with senior leadership to optimize investments and drive disciplined revenue strategies.

Key Responsibilities

  • Partner with GTM leadership to shape revenue strategy
  • Lead forecasting and planning processes
  • Establish KPIs and dashboards for performance tracking
  • Analyze sales productivity and pipeline metrics
  • Evaluate ROI of marketing and expansion initiatives

Technical Overview

The position involves financial modeling, data analysis, KPI dashboards, and strategic planning. It requires collaboration with GTM teams and leveraging data-driven tools to inform decision-making.

Ideal Candidate

The ideal candidate is a senior finance professional with over 12 years of experience in GTM finance, strategic planning, and data-driven decision making. They possess strong leadership skills and are adept at partnering with executive teams to drive growth and efficiency.

Must-Have Skills

12+ years of experience in Finance rolesPartner with GTM LeadershipForecasting and planningData-driven guidancePerformance dashboardsTeam leadership

Nice-to-Have Skills

AI integrationGlobal revenue strategyIncentive structuresBusiness case developmentDiscipline in resource allocation

Tools & Platforms

ExcelPowerPointBI dashboardsData analytics tools

Required Skills

ForecastingPlanningPerformance ManagementData AnalysisKPIsRevenue StrategyFinancial ModelingBusiness PartnershipAIPerformance DashboardsPipeline ManagementCACLTVROI AnalysisInvestment OptimizationTeam LeadershipGlobal Growth

Hard Skills

ForecastingPlanningPerformance ManagementData AnalysisKPIsRevenue StrategyFinancial ModelingBusiness PartnershipAIForecasting ModelsPipeline ManagementCACLTVPerformance DashboardsROI AnalysisInvestment OptimizationTeam LeadershipGlobal Growth

Soft Skills

Strategic ThinkingLeadershipCommunicationCollaborationAnalytical SkillsProblem-solvingBusiness AcumenInfluenceOperational Excellence

Industry & Role

Industry SaaS
Job Function Lead GTM financial planning and analysis to support global revenue growth
Role Subtype Finance & Accounting

Keywords for Your Resume

GTM financeforecastingplanningperformance managementKPIsdata analysisrevenue strategyfinancial modelingbusiness partnershipAIpipeline managementCACLTVperformance dashboardsROI analysisinvestment optimizationteam leadershipglobal growth

Deal Breakers

Less than 12 years of experience in finance, Lack of experience in GTM or SaaS environments, No leadership experience, Inability to partner with senior stakeholders

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