Strategic Finance & Operations Lead

Nectar

Palo Alto (CA)

Hybrid

USD 150,000 - 185,000

Full time

39 hours ago
Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Health, vision, and dental benefits +
401(k) match
Hybrid schedule: 4 days in office, 3%?
Housing stipend: $1,000/month
Mobile stipend: $50/month
Commuter benefits
Free lunch on University Ave
Career growth as company scales

Job summary

Nectar is seeking its first dedicated Strategic Finance & Operations Lead to own the revenue side of the business. You’ll manage Salesforce, forecasting, deal desk, pricing, and tie sales, marketing, CS, and finance together in a scalable RevOps function.

You’ll inherit live systems and a new FY27 commission framework, building processes from day one and growing the function into a full Revenue Operations team as Nectar scales.

Qualifications

  • 2–6 years of hands-on revenue or sales operations at a B2B SaaS company.
  • Strong systems aptitude with ability to master tools quickly.
  • Experience with commission admin, deal desk, or quote-to-cash.
  • Spreadsheet and AI tooling comfort; SQL experience.
  • Structured thinker who ships fixes and takes ownership.
  • High ownership, low ego and collaborative mindset.

Responsibilities

  • Serve as Salesforce administrator and maintain data hygiene across the pipeline.
  • Own GTM tech stack end-to-end including integrations with billing/ERP systems.
  • Run deal desk for enterprise and mid-market deals; support pricing governance.

Skills

Sales operations
Salesforce administration
SQL
Excel/Sheets
Automation
Finance systems
Problem solving

Tools

Salesforce
Pylon
Granola
Slack

Job description

About Us

We're living through a fundamental shift in how people discover, evaluate, and purchase products. The next generation doesn't respond to traditional marketing -- they build relationships with brands through authentic social interactions, seek recommendations from communities they trust, and expect personalized experiences that feel human, not corporate.
At Nectar, we're building the AI-native social operating system that enables this new era of commerce. We believe every social interaction should deepen the relationship between brands and their communities while creating genuine value for both sides.
Founded by ex-Meta product and engineering leaders, we've raised over $30M in total capital from investors including GV and True Ventures. We work with brands like Oura Health, Caraway, e.l.f. Cosmetics, Kosas, OLIPOP, and many more. We're building the future of social commerce -- where community, conversation, and commerce converge.

The Role

You’ll be our first dedicated Strategic Finance & Operations Lead, reporting to our Head of Operations. Today, Revenue Operations at Nectar lives inside a broader operations function that also covers finance, legal, and people. You'll take ownership of the revenue side of that house — the sales stack, forecasting, deal desk, commissions, and the connective tissue between sales, marketing, CS, and finance — and build it into a function.
This is a builder's role, not a maintainer's role. You'll inherit working systems (Salesforce, a live forecasting model, a freshly launched FY27 commission framework, integrated tooling across Pylon, Granola, Slack, and our finance stack) and you'll be expected to run them day one, then make them better. As we scale, you'll have a clear path to leading Revenue Operations as a team.

What You’ll Own
Salesforce & GTM Systems
  • Serve as our Salesforce administrator: objects, flows, validation rules, reporting, user management, and data hygiene across the full pipeline
  • Own the GTM tech stack end to end — evaluate, implement, integrate, and retire tools (current stack includes Salesforce, Pylon, Granola, Slack, and integrations into our billing/ERP systems)
  • Build and maintain integrations between sales systems and finance systems (e.g., Salesforce Rillet), ensuring clean quote-to-cash data flow
Forecasting & Pipeline
  • Own the weekly forecasting cadence: pipeline reviews, forecast rollups, and board-level reporting on bookings, pipeline coverage, and conversion
  • Maintain and evolve our forecast model against a non-standard fiscal calendar (FY runs Feb–Jan)
  • Instrument the funnel from marketing through closed-won so leadership can see conversion, velocity, and drop-off by stage and segment
Deal Desk & Pricing Operations
  • Run deal desk for enterprise and mid-market deals: order forms, pricing approvals, discount governance, and non-standard deal structures (pilots, multi-brand rollouts, ramp deals)
  • Partner with Legal on contract workflows — you won't negotiate MSAs, but you'll own the operational machinery that gets order forms drafted, approved, signed, and booked correctly
  • Maintain pricing infrastructure: rate cards, pricing calculators, and approval guardrails
Compensation & Quota Administration
  • Administer commission plans for AEs and AI Strategists: monthly/quarterly calculations, accruals with Finance, disputes, and plan documentation
  • Support annual quota setting, territory design, and comp plan iteration with sales leadership
Marketing Ops (initially)
  • Own lead routing, attribution basics, and campaign-to-pipeline reporting until we make a dedicated marketing ops hire
  • Keep marketing and sales data connected so pipeline sources are trustworthy
Your First 90 Days
  • Take over the weekly forecast cadence immediately and Salesforce administration by end of quarter, with zero disruption to the sales team
  • Run a full quarter of commission calculations under the new FY27 plan and fix what breaks
  • Ship one meaningful automation that removes manual work from quote-to-cash
  • Deliver a RevOps roadmap for the next 12 months: what we build, buy, and kill
Who You Are
  • 2–6 years of experience in one of two profiles: (a) hands-on revenue or sales operations at a B2B SaaS company — ideally one that scaled through Series A/B while you were there, or (b) 2–3 years in management consulting, banking, or a similarly rigorous analytical environment, with clear evidence you can go deep on systems, not just analysis
  • Systems aptitude, fast. You'll become our Salesforce administrator within your first quarter. Prior admin experience is a strong plus; what's non-negotiable is demonstrated ability to master technical tools quickly and independently — you've built complex models, automated workflows, written SQL, or taught yourself a platform under deadline pressure
  • You've touched money. Commission administration, deal desk, billing handoffs, or quote-to-cash — you understand that RevOps errors show up in people's paychecks and the company's revenue recognition, and you're precise accordingly
  • Spreadsheet-native and increasingly AI-native. Advanced Excel/Sheets is table stakes; SQL and comfort using AI tools to automate your own work are strong pluses
  • Structured thinker, scrappy executor. You can build a framework and a slide, but you'd rather ship the fix. If you're coming from consulting or banking, you're running toward the operating work, not away from client hours
  • High ownership, low ego. At 60 people there's no one to delegate to. You'll do the unglamorous work (data cleanup, order form QA) alongside the strategic work, and you'll see both as the job
Nice to Have
  • Experience with usage-based or hybrid pricing models
  • Experience administering commission tooling (CaptivateIQ, Spiff, QuotaPath) or building comp calcs from scratch
  • Exposure to CPQ implementation or evaluation
  • Familiarity with modern finance stacks (Rillet, NetSuite, or similar) and procurement portals (Coupa, Ariba)
  • Prior "first ops hire" or founding-team experience
What we offer
  • Competitive compensation and early equity
  • Health, vision, and dental benefits + 401(k) match
  • ClassPass membership for fitness and wellness classes
  • Hybrid schedule: 4 days in office, plus 3 remote flex days per quarter (after your first 3 months)
  • Comprehensive stipends: $1,000/month housing stipend for living near the office, $50/month mobile stipend, and commuter benefits (train stipend or Palo Alto parking reimbursement)
  • Free lunch in the heart of University Ave. in Palo Alto
  • Clear career growth opportunities as the company scales

Compensation Range: $150K - $185K

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Founding Revenue Operations Manager
Founding Revenue Operations Manager

Nectar • Palo Alto (CA)

Hybrid
USD 150,000 - 185,000
Health, vision, and dental benefits +
401(k) match
Hybrid schedule (in-office + remote)
Strategic Finance & Operations Lead
Strategic Finance & Operations Lead

Nectar Social • Palo Alto (CA)

Hybrid
USD 170,000 - 210,000
Health, vision, dental benefits
401(k) match
Hybrid schedule
+4
Strategic Finance & Operations Lead
Strategic Finance & Operations Lead

Nectar Social • United States

On-site
USD 130,000 - 190,000
Founding Revenue Operations Manager
Founding Revenue Operations Manager

Nectar Social • Palo Alto (CA)

On-site
USD 140,000 - 190,000
Senior Sales & GTM Recruiter
Senior Sales & GTM Recruiter

Caraa • Palo Alto (CA)

On-site
USD 140,000 - 210,000
Health, vision, dental benefits
401(k) match
Hybrid work schedule
+5
Sales Strategy and Operations, Senior Analyst
Sales Strategy and Operations, Senior Analyst

Browserbase • San Francisco (CA)

On-site
USD 120,000 - 160,000
Beautiful office in downtown San Franc
Daily catered lunches
Regular team offsites and company-wide
+3
Revenue Operations Lead
Revenue Operations Lead

Harper • San Francisco (CA)

On-site
USD 170,000 - 240,000
Health insurance
Meals provided
Snacks and drinks
+2
Sales Enablement Manager
Sales Enablement Manager

Nectar • Palo Alto (CA)

Hybrid
USD 160,000 - 200,000
Equity
Health benefits
ClassPass membership
+1
Director, Revenue Operations
Director, Revenue Operations

Brex • Seattle (WA)

On-site
USD 258,000 - 322,000
Director of Revenue Operations
Director of Revenue Operations

Uscreen • United States

Remote
USD 180,000 - 260,000
100% remote first
Flexible PTO
Medical benefits
+3