Strategic Finance GTM Lead

candidhealth; San Francisco (CA); On-site; USD 220,000 - 260,000; Full time

Job summary

Candid Health in San Francisco is seeking a Strategic Finance GTM Lead to drive decision-making behind the company’s GTM motion. You will partner with Sales, Marketing, Operations and Leadership to grow topline and maximize enterprise value.

This role blends finance, revenue operations, deal desk, pricing, and capital decisions to optimize growth. You will own GTM planning, define success metrics, and build scalable processes to support executive strategy and AI-enabled forecasting.

Qualifications

• 6-10 years of finance experience including GTM for multi-channel enterprise (B2B).
• Strong analytical and storytelling skills to translate data into actionable insights.
• Proficiency in Excel/Google Sheets; comfortable using SQL to pull data.

Responsibilities

• Own end-to-end GTM planning and forecasting.
• Build pricing frameworks to optimize unit economics.
• Design metrics, goaling, and ROI analysis across channels.
• Run deep dives into funnel and channel performance.
• Develop scalable processes for pipeline reviews and actions.
• Communicate GTM performance to leadership with clear narratives.
• Leverage AI-driven forecasting to automate variance analysis.

Skills

Strategic finance

GTM finance

Analytical mindset

Communication

AI/automation

Tools

Excel/Sheets

SQL

Job description

About the Role

We are looking for a Strategic Finance GTM Lead to drive decision-making behind Candid Health’s GTM motion. In this role, you will be a senior thought leader to our enterprise selling motion in partnership with our Sales, Marketing, Operations, and Leadership team. Success will be determined by your direct impact on business results, specifically your ability to grow our topline in multiples over the coming years.

This role is unique: a combination of finance and revenue operations responsibilities. You will own GTM business planning and forecasting, define pipeline and success metrics, and provide insights into channel and portfolio-level performance and unit economics. You will also lead deal desk and pricing, design compensation plans, and partner with senior leadership on growth capital decisions to maximize growth.

What you’ll be doing

Own end-to-end GTM planning, strategy design and execution through multiple interdependent responsibilities:

• Strategic Planning & Analysis: Own forecasting for bookings and sales capacity planning driving annual plans, quarterly forecasts, and monthly reporting.
• Deal desk & pricing: Building pricing frameworks and strategies to optimize our unit economics vs volume growth.
• Metric design and success measurement: own metric design / definition, goaling and grading, performance evaluation covering: channel and function level ROI / payback, entire Sales pipeline (TOF → BOF) inclusive of lead generation reach and stage win rate / conversion, customer segmentation, marketing metrics / performance
• Insights analysis and deep dives: Run deep dives and analyses into funnel, channel and overall GTM performance. Identify key friction points, work with corresponding stakeholders to design & implement solutions and measure results
• Build excellent, scalable processes: build systematic approach to continuously evaluate strategy and execution: run pipeline reviews, deal assessments and corresponding corrective actions
• Executive communication: own end-to-end narrative for GTM performance. Work with the Head of Finance and senior leadership team to build and executive core GTM strategies.
• AI-Enabled Forecasting: Leverage AI-driven tools / systems to automate variance analysis and rolling forecasts, allowing you to focus on the strategic questions rather than tracking performance.

Who you are

• Experience: 6-10 years of finance experience (strategic finance, investment banking, and/or private equity), including prior experience managing GTM finance for a multi-channel enterprise (B2B) selling motion.
• Analytical Powerhouse: You are driven by innate curiosity to get to “the why” and to understand root cause and are comfortable leveraging big data sets to inform decision-making. You have high proficiency in Excel/Google Sheets, but you are also comfortable using SQL to pull your own data.
• Communication: You can translate dense financial data into a compelling story for non-finance stakeholders. You don’t just present options - you have a point of view on what action should be taken and you’re not afraid to share it. The ideal candidate combines deep financial expertise with practical operational leadership and is comfortable partnering with executives on long-term strategy.
• The "Multiplier" Mindset: You are a "player-coach" who wants to build the templates and systems yourself. You proactively look for ways to use AI and automation to make our financial planning process 10x faster and more accurate.

Pay Transparency

The estimated starting annual salary range for this position is $220,000-$260,000 USD. The listed range is a guideline from Pave data, and the actual base salary may be modified based on factors including job-related skills, experience/qualifications, interview performance, market data, etc. Total compensation for this position may also include equity, sales incentives (for sales roles), and employee benefits. Given Candid Health’s funding and size, we heavily value the potential upside from equity in our compensation package. Further note that Candid Health has minimal hierarchy and titles, but has broad ranges of experience represented within roles.

Location

We are an in-person culture. We believe the best work happens when we are in the same room and our ideal weekly schedule is 4 days working from our San Francisco office and 1 day working remotely.