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Senior Financial Analyst, GTM

Role overview

Qualifications

  • 4+ years spanning both a data or analytics role and a finance or FPA role, ideally at a high-growth SaaS or technology company.
  • Hands-on experience with go-to-market or SaaS metrics: pipeline, bookings, ARR, CAC, LTV, payback, and sales efficiency.
  • Expert in SQL, comfortable working directly in a data warehouse to build and validate datasets.
  • Bachelor's degree in Finance, Accounting, Economics, Statistics, or a related quantitative field.

Responsibilities

  • Own the Sales, Marketing and CS annual and long term planning across revenue, staffing and resourcing.
  • Work closely with Sales, Marketing, CS and Analytics to align go-to-market spend and targets with the financial plan.
  • Build and maintain models for CAC, LTV, payback, and sales and CS capacity and productivity.
  • Query the data warehouse directly to build datasets, validate numbers, and answer questions that mix financial and operational data.

Key facts

Other skills

  • Budgeting
  • Forecasting
  • Analytical Thinking
  • Problem Solving
  • Communication

About the company

Luxury Presence logo

Luxury Presence

Computer Software / SaaS

The platform that powers your real estate empire. Create stunning websites, build powerful CMAs, grow your network, and more.

Company details

Company typeScaleup
IndustryComputer Software / SaaS
Company size501 - 1000

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Job description

Luxury Presence is building the AI growth platform for real estate. Backed by Bessemer Venture Partners and other top investors, we're a Series C company that has hit $100M in annual recurring revenue. More than 90,000 real estate professionals, including over 30% of the WSJ Real Trends top 100 agents in the United States, use us to run and grow their business.

About the Role

This role sits at the intersection of data and finance. You will be the analytical engine behind our go-to-market decisions, partnering with Sales, CS, Marketing, and Revenue Operations to forecast the business, model go-to-market efficiency, and turn data warehouse queries into insight that shapes where we invest. The ideal person has lived in both worlds, a data or analytics role and a finance or FP&A role, and moves comfortably between a SQL query and a financial model. This is a role for someone who likes hard problems, is genuinely curious about how Sales and CS drive growth, and wants their analysis to shape real decisions.

What You'll Do

  • GTM Planning and Reporting: Own the Sales, Marketing and CS annual and long term planning across revenue, staffing and resourcing.

  • Cross-functional partnership: Work closely with Sales, Marketing, CS and Analytics to align go-to-market spend and targets with the financial plan, and to model ongoing investment decisions.

  • Unit economics and GTM efficiency: Build and maintain models for CAC, LTV, payback, and sales and CS capacity and productivity, and use them to recommend where go-to-market spend should go.

  • Data and SQL analysis: Query the data warehouse directly to build datasets, validate numbers, and answer questions that mix financial and operational data.

  • Automation and efficiency: Automate recurring GTM reporting to speed the path from data to decision.

What We're Looking For

Skills and Experience

  • 4+ years spanning both a data or analytics role and a finance or FP&A role, ideally at a high-growth SaaS or technology company.

  • Hands-on experience with go-to-market or SaaS metrics: pipeline, bookings, ARR, CAC, LTV, payback, and sales efficiency.

  • Expert in SQL, comfortable working directly in a data warehouse to build and validate datasets.

  • Advanced Excel and strong financial modeling, budgeting, and forecasting.

  • Bachelor's degree in Finance, Accounting, Economics, Statistics, or a related quantitative field.

  • Excellent analytical, problem-solving, and communication skills.

Attributes

  • Fluent in both data and finance, comfortable moving between a SQL query and a financial model.

  • Genuinely curious about go-to-market and how sales and marketing drive growth.

  • Execution-oriented, with a strong sense of ownership over accuracy and deadlines.

  • AI-forward, always looking for ways to automate and sharpen the work.

Join us in shaping the future of real estate
 
The real estate industry is in the midst of a seismic shift, and the future belongs to those who break new ground. As one of the fastest-growing companies in the proptech and marketing sectors, Luxury Presence challenges the status quo of what technology can do for real estate agents, leaders, and brokerages.
 
We're a team of agile and tenacious innovators working collaboratively to drive the industry forward. Together, we build game-changing products that empower modern real estate entrepreneurs to dominate their markets. From award-winning web design to agile SEO solutions to cutting-edge AI tools, we deliver tech that anticipates market shifts and keeps our clients ahead of their competition.
 
Founded in 2016 by Stanford Business School alum Malte Kramer, Luxury Presence has grown to a global team ranked on the Inc. 5000 fastest-growing companies list three years in a row. We're backed by world-class investors, including Bessemer Venture Partners, NextEquity Partners, Toba Capital, and Switch Ventures, and have raised $89 million to date.
 
More than 18,000 real estate businesses rely on our platform, including 30% of the Wall Street Journal RealTrends top agents and teams. Additionally, many of the industry's most powerful brokerages rely on Luxury Presence as a trusted business partner.
 
Every year since 2020, Luxury Presence has ranked on BuiltIn's Best Place to Work lists. HousingWire named our founder and CEO a 2024 Tech Trendsetter, we've received several Tech100 Awards, and we just scored an Inman Innovation Award for Best AI-Powered Platform.
 
Luxury Presence is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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