Order to Cash Track Lead, Finance Engineering

Klaviyo; San Francisco (CA); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Annual bonus plan

Equity

Health benefits

Wellbeing programs

Job summary

Klaviyo is building a best-in-class O2C platform to support rapid growth and global expansion. You will own the O2C technology stack, drive ERP and financial systems integration, and partner with Finance leadership to deliver scalable, auditable processes.

You will lead AI-enabled finance initiatives, strengthen controls, and collaborate across Controllership, Tax, Treasury, and Engineering to ensure accurate revenue reporting and efficient close cycles.

Qualifications

• 10+ years in enterprise systems with finance tech ownership.
• 4+ years in O2C, order-to-cash leadership.
• SOX ITGC experience with internal audit.
• Experience integrating ERP/Finance applications (NetSuite/Oracle, Avalara, Zuora).

Responsibilities

• Own the O2C track and roadmap.
• Lead AI-native transformation in Finance.
• Ensure ITGCs and controls across O2C.
• Design and optimize core Finance processes and systems.
• Partner with Controllership, Tax, Treasury.
• Represent Finance Tech in executive forums.

Skills

O2C leadership

ERP architecture

SOX ITGC

AI in Finance

ERP integration

Tools

NetSuite/Oracle

Avalara

Zuora

Job description

At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyos brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you’re a close but not exact match with the description, we hope you’ll still consider applying. Want to learn more about life at Klaviyo? Visit klaviyo.com/careers to see how we empower creators to own their own destiny.

At Klaviyo, we know that building a great company starts with building a great team. We welcome candidates from a wide range of backgrounds and experiences, and we care as much about your trajectory and potential as we do about direct, one‑to‑one matches with every requirement.

About The Team

Klaviyo went public in 2023 and is scaling fast. This is a rare chance to lead and build the Order to Cash (O2C) foundation for a company at this inflection point. The Finance Technology Systems team is part of G&A Systems within Global Technology Solutions (GTS). This group designs, operates, and continually improves the applications and workflows that power how Klaviyo manages money, risk, and financial reporting at scale.

The team partners closely with Finance, Accounting, Tax, Treasury, FP&A, Procurement, and Internal Audit, as well as adjacent technology teams like Corporate IT, Data, and GTM Systems, to ensure our back‑office stack is reliable, well‑integrated, compliant, and ready for a public, AI‑forward SaaS business. We own the roadmap, health, and governance of platforms including our ERP and financial systems (e.g., NetSuite/Oracle), procure‑to‑pay (e.g., Coupa), revenue and billing systems, and related integrations and automation.

This role reports to the Director, G&A Systems and leads the team responsible for Finance Technology Solutions across Klaviyo.

What You'll Do

As the Order to Cash (O2C) Lead, Finance Systems, you will be the accountable technology leader for Klaviyo’s O2C application landscape and core financial workflows. You will lead Enterprise and International Expansion capabilities that will provide revenue uplift for Klaviyo.

Own the O2C track

• Execute on the roadmap for Klaviyo’s O2C stack aligned to the company priorities by translating business requirements into functional and technical design. Bring first principles thinking to your design.
• Integrate CPQ to NetSuite and ensure that all Enterprise capabilities are delivered with scale.
• Look at O2C systems landscape and provide recommendations to set Klaviyo for the future
• Ensure we deliver with the highest code quality by thoroughly thinking through test cases and applying rigorous build and test.

Own SOX, controls, and audit readiness for Finance systems

• Own the design, implementation, and operation of IT General Controls (ITGCs) and other key controls across O2C applications, in partnership with Internal Audit, Security, and external auditors.
• Continually simplify and automate controls and evidence collection so audits are reliable and predictable, with fewer deficiencies and lower friction for Finance and GTS teams.

Drive AI-native transformation across Finance

• Lead Klaviyo's push to make Finance one of the most automated, insight-driven functions in the company. You'll identify and deliver high-value AI use cases across the O2C workflow.
• You'll partner directly with Klaviyo's AI and data platform teams and Finance Engineering to embed AI into core Finance processes with clear guardrails, measurable productivity gains, and the rigor expected of a public company. This isn't a future-state vision, it's work already underway, and you'll own it from a Product standpoint.

Design and optimize core Finance processes and systems

• Have a leader mindset and partner with Controllership, Tax, Treasury leaders to improve and continuously refine end‑to‑end O2C workflows ensuring systems and processes are tightly aligned.
• Ensure our ERP and other SaaS O2C applications are configured, integrated, and operated to support accurate, timely close, scalable revenue and billing, and high‑quality financial data that downstream teams can trust.

Act as a strategic partner and communicator

• Serve as the primary technology partner for Controller, and Finance leadership team on systems, data, and process topics;
• As needed, represent Finance Technology Systems in executive forums, planning cycles, and cross‑functional initiatives, ensuring O2C needs are anticipated and built into wider GTS and company roadmaps.

Who You Are

You've spent your career at the intersection of Finance and Technology and you've moved beyond just keeping systems running. You think in product design, roadmaps, outcomes, and partnerships. You know what a well‑run O2C function looks like, and you know how to build one.

You've worked in teams through real complexity: ERP and other transformations, SOX audits, billing system overhauls, or the messy work of integrating Finance systems across a growing company. You don't need a perfect environment to do great work, you create structure where there isn't any, and you bring Finance and engineering stakeholders along with you.

Specifically, You Likely Bring

• 10+ years in enterprise or business systems, with meaningful ownership of Finance technology at a tech or SaaS company; 4+ years in O2C, responsible for order‑to cash
• Understanding of practical SOX ITGC experience and a clean track record working with Internal Audit and external auditors
• Solid understanding of enterprise‑led growth, international expansion and system features required to enable moving upmarket
• Hands‑on in ERP and Finance application architecture (NetSuite/Oracle, Avalara, Zuora, or similar), integration patterns, and how Finance data flows across a modern tech stack
• Deliver business outcomes by partnering strong engineering team with AI build‑first mentality
• Personally built or scaled AI and automation in Finance workflows - reconciliations, invoice processing, forecasting prep and can speak to what worked and what didn’t

Massachusetts Applicants

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant’s job-related skills, relevant experience, education or training, and work location.

In addition to base salary, our total compensation package may include participation in the company’s annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign‑on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility.

Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process.

Base Pay Range For US Locations

$140,000—$210,000 USD

This role may require up to 10% travel for purposes such as new hire onboarding, client or partner work if applicable, team meetings, and industry events. Travel is coordinated in advance.

Get to Know Klaviyo

We’re Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first‑party data accessible and actionable like never before. We see limitless potential for the technology we’re developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you’re ready to do the best work of your career, where you’ll be welcomed as your whole self from day one and supported with generous benefits, we hope you’ll join us.

AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human‑in‑the‑loop). We provide accommodations as needed.

By participating in Klaviyo’s interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice.

Klaviyo is committed to a policy of equal opportunity and non‑discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law.