Logo for Genesys

Strategic Finance Manager

Role overview

Qualifications

  • 6+ years of experience in strategic finance, financial planning and analysis (FPA), or revenue operations
  • Strong understanding of SaaS and enterprise software metrics and revenue drivers
  • Strong financial acumen and experience with financial modeling
  • Excellent written and verbal communication skills

Responsibilities

  • Drive annual and multi-year financial planning and budgeting
  • Lead recurring renewal forecasting analyses using customer-level data
  • Develop and maintain policies and governance processes for renewal metrics
  • Deliver monthly renewal analytics and strategic analyses connecting customer and financial data

Key facts

Hard skills

Other skills

  • Forecasting
  • Microsoft Excel
  • Analytical Thinking
  • Collaboration
  • Time Management
  • Detail Oriented

About the company

Genesys logo

Genesys

Customer Experience & Contact Centers

Every year, Genesys® orchestrates more than 70 billion remarkable customer experiences for organizations in more than 100 countries. Through the power of our cloud, digital and AI technologies, organizations can realize Experience as a Service℠, our vision for empathetic customer experiences at scale. With Genesys, organizations have the power to deliver proactive, predictive, and hyper personalized experiences to deepen their customer connection across every marketing, sales, and service moment on any channel, while also improving employee productivity and engagement. By transforming back-office technology to a modern revenue velocity engine Genesys enables true intimacy at scale to foster customer trust and loyalty. Genesys recruiters will never ask for sensitive personal or financial information during the application phase. Initial inquiries might come through LinkedIn, but all communication thereafter is through an official Genesys portal. Continue to stay alert and safe.

Company details

Company typeXLarge
IndustryCustomer Experience & Contact Centers
Company size5001 - 10000

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

Be the one building AI-powered experiences where they matter most.

At Genesys, we help organizations create better customer experiences through AI-powered experience orchestration. Our platform connects people, systems, data and AI to help organizations deliver more personalized service, improve operational efficiency and build stronger customer relationships.

Help build, support and operate technology used by more than 8,000 organizations in over 100 countries – moving AI from possibility to production in real-world enterprise environments every day.


Customer renewals and retention are among the most important value drivers for Genesys, underpinning recurring revenue and long-term growth. As Strategic Finance Manager supporting Renewal Management and the broader Customer Success organization, you will turn renewal, customer, and financial data into budgets, forecasts, and insights that leaders use to plan, measure performance, and advance strategic initiatives.


Your work will help the business understand what drives renewal and retention trends, identify key risks and opportunities, and prioritize resources to strengthen customer and financial outcomes. You will partner closely with Renewal Management, Customer Success, Operations, Finance, Data Science, and go-to-market teams, influencing both day-to-day operations and executive-level decisions.


This role provides visibility into enterprise-level forecasting, customer retention strategy, and cross-functional decision-making at Genesys. You will also help expand how Strategic Finance applies AI and automation to improve forecast accuracy, accelerate analysis, and scale financial insights as the business evolves.


Key Responsibilities:

  • Drive annual and multi-year financial planning and budgeting, connecting historical performance, business assumptions, and customer trends to actionable targets across renewal and retention metrics
  • Lead recurring renewal forecasting analyses using customer-level data to identify risks and opportunities and deliver clear executive narratives on forecast changes, performance drivers, and variances to plan
  • Develop and maintain policies and governance processes that establish clear, consistent renewal metrics aligned with business priorities and scalable decision-making
  • Partner with Renewal Management to evaluate product and pricing changes across customer contracts, validate key metrics, and collaborate with Data and Operations teams to ensure systems reflect those metrics accurately and consistently
  • Deliver monthly renewal analytics that surface customer behavior trends, performance drivers, and actionable insights for Customer Success and executive leadership
  • Produce strategic and ad hoc analyses that connect customer and financial data to business priorities, resource allocation decisions, retention strategies, and executive business reviews
  • Partner with Finance, Data Science, go-to-market, and Operations stakeholders to strengthen broader company forecasting across the P&L and cash flow
  • Apply AI-powered tools and automation to accelerate analysis, strengthen forecasting and reporting, and expand the scale and effectiveness of Strategic Finance insights

Required Qualifications:

  • 6+ years of experience across strategic finance, financial planning and analysis (FP&A), revenue operations, or another finance partnership role supporting go-to-market leadership teams, such as Sales, Renewals, or Customer Success
  • Strong understanding of SaaS and enterprise software metrics and revenue drivers, including renewals, retention, and annual recurring revenue (ARR)
  • Strong financial acumen, including experience working with financial statements, customer and operational data, advanced Excel, and financial modeling
  • Demonstrated ability to translate complex financial and operational data into clear insights, recommendations, and executive-level narratives
  • Strong analytical and structured problem-solving capabilities with exceptional attention to detail
  • Proven ability to manage multiple priorities independently while balancing analytical rigor with tight deadlines
  • Excellent written and verbal business communication skills, with demonstrated ability to establish credibility with senior leaders and collaborate effectively across functions
  • Experience using AI-powered tools to improve financial analysis, forecasting, reporting, automation, or productivity

Preferred Qualifications:

  • Experience in investment banking, private equity, growth equity, or a similar analytical role, followed by strategic finance or operating experience within a high-growth technology company
  • Renewals, retention, or bookings forecasting experience within a SaaS, enterprise software, or AI company
  • Proficiency with SQL, Tableau, Snowflake, or comparable data querying, analytics, and visualization tools
  • Background developing scalable reporting, forecasting, or analytical processes that improve visibility and decision support
  • Undergraduate or graduate degree in economics, business, accounting, mathematics, statistics, or a related field

Compensation:

This role has a market-competitive salary with an anticipated base compensation range listed below. Actual salaries will vary depending on a candidate’s experience, qualifications, skills, and location. This role might also be eligible for a commission or performance-based bonus opportunities.  

$105,100.00 - $184,900.00

Benefits:

  • Medical, Dental, and Vision Insurance. 

  • Telehealth coverage

  • Flexible work schedules and work from home opportunities

  • Development and career growth opportunities

  • Open Time Off in addition to 10 paid holidays

  • 401(k) matching program

  • Adoption Assistance

  • Fertility treatments

Click here to view a summary overview of our Benefits.


Working at Genesys

  • AI at enterprise scale – Build, support and operate AI-powered technology used by more than 8,000 organizations worldwide. 150+ new AI features were released in the last fiscal year.
  • A flexible-first culture – Join a global team of nearly 7,000 employees with flexible ways of working designed to help people do their best work.
  • Growth in the AI era – Build future-ready skills through mentorship, learning programs, leadership development and education support.
  • Time to recharge and give back – Benefits include paid volunteer time, August Free Fridays, well-being resources and regionally tailored programs for employees and their families.
  • Recognized globally – Genesys is Great Place to Work® certified in 17 countries and 94% of employees are proud to tell others they work at Genesys.

Learn more about our culture, AI innovation and sustainability commitments through our Careers site and Sustainability Report.


What Happens After You Apply

After you apply, here's what you can typically expect:

  • Our Talent Acquisition team reviews your application with the hiring team.
  • A Talent Acquisition Partner will review your application and, if your background is aligned, schedule a Zoom interview.

  • Next, you'll meet the hiring manager and other members of the interview team.
  • We aim to keep the process focused and respectful of your time, with no more than five interviews in most cases.
  • After interviews are complete, our team will follow up with the final steps.

Every application is reviewed by a person. Response times may vary by role and location, but our team will keep you informed throughout the process.


Stay Connected

Stay connected to learn more about how we're applying AI to customer and employee experience challenges and get notified when relevant opportunities become available.

Get notified about relevant opportunities.


Be the one building what's next - where AI, experience and impact come together.


Employee Referral

If a Genesys employee referred you, please apply using the link they shared so we can connect your application to their referral.


About Genesys:

Genesys® empowers more than 8,000 organizations worldwide to create the best customer and employee experiences. Genesys Cloud™ is the Agentic Orchestration Platform that securely connects people, systems, data and AI across the enterprise with built-in governance and control. As a result, organizations can drive customer loyalty, growth and retention while increasing operational efficiency and teamwork across human and AI workforces. To learn more, visit www.genesys.ai. 

Reasonable Accommodations:

If you require a reasonable accommodation to complete any part of the application process, or are limited in your ability to access or use this online application and need an alternative method for applying, you or someone you know may contact us at reasonable.accommodations@genesys.com.


You can expect a response within 24–48 hours. To help us provide the best support, click the email link above to open a pre-filled message and complete the requested information before sending. If you have any questions, please include them in your email.

This email is intended to support job seekers requesting accommodations. Messages unrelated to accommodation—such as application follow-ups or resume submissions—may not receive a response.


Genesys is an equal opportunity employer committed to fairness in the workplace. We evaluate qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity or expression, marital status, domestic partner status, national origin, genetics, disability, military and veteran status, and other protected characteristics.


Please note that recruiters will never ask for sensitive personal or financial information during the application phase.

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Strategic Finance Manager Related jobs

Other jobs at Genesys

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.