The Strategic Finance Advisor will lead customer enablement, provide expert financial guidance, and assist in product strategy development while collaborating with sales and product teams.
Drivetrain is on a mission to empower businesses to make better decisions. Our financial planning & decision-making platform helps companies scale and achieve their targets predictably.
Drivetrain is a remote-first company headquartered in the San Francisco Bay Area. Founded in 2021 by a couple of ex-Googlers, Drivetrain is a fast-growing company on a trajectory for success with backing from leading venture capital firms.
Drivetrain provides a great culture for its employees to thrive in and be happy.
💜 Remote-friendly: Drivetrain brings together the best and the brightest, no matter where they are and provides them a great degree of autonomy. We trust our people.
🗣️ Open & transparent: We know that when our creators have access to all the information they need, their best work will emerge.
👏 Idea-friendly: We provide an environment to explore new ideas, to take risks, to make mistakes, and to learn, so you can succeed. Anyone in the company can come up with great ideas and become a catalyst for positive change. We let the best ideas win.
👥 Customer-centric: We follow a product-led growth strategy, continuously learning from our customers and collaborating to build the amazing software that Drivetrain is.
About the role
Drivetrain is looking for a Financial Planning and Analysis (FP&A) high caliber professional to join our team. In this role you’ll lead all of Drivetrain’s customer enablement activities and help our customers derive high value from Drivetrain. You won’t be going it alone, though. You’ll be collaborating on a regular basis with our sales & product implementation teams to ensure customer success delivery.
In this role, you will become Drivetrain’s FP&A subject matter expert–the “go-to” for our business customers, advising founders, business and finance leaders on all their planning and forecasting needs that Drivetrain addresses.
What you’ll be doing
You will be the subject matter expert providing the bridge between our product team and our customers.
In this role, you will help define product strategy and identify key features that will delight our customers and meet their needs.
You’ll assist our customers in developing templates and models for their unique business within Drivetrain so they can derive the greatest value possible from the platform.
You will work closely with sales and marketing teams to design and implement customer success strategies. Facilitated by daily interactions with our customers, you’ll also help to identify new use cases that Drivetrain can solve.
As our leading subject matter expert, you’ll provide technical guidance to our customers on financial reporting, defining business metrics, conducting financial analyses within Drivetrain.
You’ll also assist sales on calls when appropriate to provide deeper dives into the functional use cases of the product.
You’ll get to collaborate with industry leaders, investors and & CFO’s, to build an expert-level understanding of tech trends impacting the CFO's office.
Within the larger community of strategic finance professionals, you’ll serve as a champion of Drivetrain, evangelising its applications within the larger community of strategic finance professionals.
You will build a small team of customer success specialists and interns, establishing individual and team metrics and reporting on their success.
What you'll bring to the role
We’re looking for someone who is aspirational, self-driven, and proactive by nature and who possesses the following essential skills and attributes:
2-5 years of relevant experience in corporate FP&A setups
Top-notch written and verbal communication skills
Strong analytical skills with a creative mindA collaborative mindset
A desire to help others, whether they be colleagues or customers
Sounds exciting? Apply at [email protected]. It may just be the next best decision you’ve ever made!
Similar Jobs
Marketing Tech
The Founding Account Executive will lead sales for a new vertical, managing the full sales cycle, prospecting clients, shaping sales processes, and collaborating with senior leadership.
Top Skills:
Crm SoftwareSalesforce
Marketing Tech
The GTM Ops Manager will establish and manage a sales strategy for a new vertical, including building a playbook, overseeing hiring, and analyzing performance metrics. This role requires ownership of the funnel and the ability to operate in ambiguous environments.
Top Skills:
LookerMetabaseSalesforceSQL
Marketing Tech
Responsible for leading a new marketing vertical, managing agency partners, creating marketing strategies, and collaborating with product teams to drive results.
Top Skills:
MarketingOmnichannel Strategies
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
