Lead - Business Finance | 19877

Whatfix Inc.; India; On-site; INR 2,800,000 - 6,000,000; Full time

Job summary

Whatfix Inc. in India is seeking a Lead – Business Finance to partner with Sales, RevOps, Customer Success and the CFO's office, guiding strategic financial planning and translating data into actionable insights for leadership.

You will own budgeting, forecasting, financial modelling, and driver-based analysis across key business areas, shaping pricing, discounts, expansion opportunities, and customer profitability to support commercial decisions.

Job description

Who are we?

Founded in 2014 by Khadim Batti and Vara Kumar, Whatfix is a leading global B2B SaaS provider and the largest pure-play enterprise digital adoption platform (DAP). Whatfix empowers companies to maximize the ROI of their digital investments across the application lifecycle, from ideation to training to the deployment of software. Driving user productivity, ensuring process compliance, and improving user experience of internal and customer-facing applications.

Spearheading the category with serial innovation and unmatched customer-centricity, Whatfix is the only DAP innovating beyond the category, positioning itself as a comprehensive suite for GenAI-powered digital adoption, analytics, and application simulation. Whatfix product suite consists of 3 products - DAP, Product Analytics, and Mirror. This product suite helps businesses accelerate ROI on digital investments by streamlining application deployment across its lifecycle.

Whatfix has seven offices across the US, India, UK, Germany, Singapore, and Australia and a presence across 40+ countries.

Customers: 700+ enterprise customers, including over 80 Fortune 500 companies such as Shell, Microsoft, Schneider Electric, and UPS Supply Chain Solutions.

Investors: Raised a total of ~$270 million. Most recently Series E round of $125 Million led by Warburg Pincus with participation from existing investor SoftBank Vision Fund 2. Other investors include Cisco Investments, Eight Roads Ventures (A division of Fidelity Investments), Dragoneer Investments, Peak XV Partners, and Stellaris Venture Partners.

• Whatfix is among the “Top 50 Indian Software Companies” as per G2 Best Software Awards.

• Recognized as a “Leader” in the digital adoption platforms (DAP) category for the past 4+ years by leading analyst firms like Gartner, Forrester, IDC, and Everest Group.

• The only vendor recognized as a Customers’ Choice in the 2024 Gartner® Voice of the Customer for Digital Adoption Platforms has once again earned the Customers’ Choice distinction in 2025. We also boast a star rating of 4.6 on G2 Crowd, 4.5 on Gartner Peer Insights, and a high CSAT of 99.8%

• Highest‑Ranking DAP on 2023 Deloitte Technology Fast 500™ North America for Fourth Consecutive Year

• Won the Silver for Stevie's Employer of the Year 2023 – Computer Software category and also recognized as Great Place to Work 2022-2023

• Only DAP to be among the top 35% companies worldwide in sustainability excellence with EcoVadis Bronze Medal

• On the G2 peer review platform, Whatfix has received 77 Leader badges across all market segments, including Small, Medium, and Enterprise, in 2024, among numerous other industry recognitions.

Be one of the key members in this awesome journey of building a billion-dollar company!

What Will You Get to Do?

The Lead – Business Finance will act as a key finance partner to Sales, RevOps, Customer Success, and other business teams, while supporting the CFO’s office on commercial decisions, strategic initiatives, and financial planning. The role requires strong SaaS finance expertise, commercial judgment, financial modelling skills, and the ability to translate complex data into actionable insights for leadership.

Key Responsibilities

• Partner closely with Sales, RevOps, Customer Success, Product, Accounting, and other cross‑functional teams to evaluate business performance, deal economics, pricing, and commercial structures.

• Support the CFO’s office on strategic financial analysis, business initiatives, scenario planning, and decision support.

• Own budgeting, forecasting, financial modelling, and driver‑based variance analysis across key business areas.

• Build models and scenarios to evaluate pricing, discounts, expansion opportunities, customer profitability, and commercial structures