Strategic Finance Lead - GTM
San Francisco · New York City · 5+ years experience · Full-time · Hybrid · Posted Oct 12, 2026
At a glance
- Experience
- 5+ years experience
- Employment
- Full-time
- Workplace
- Hybrid
- Location
- San Francisco · New York City
About the role
- Perplexity is looking for a Strategic Finance Lead to help scale its consumer and enterprise businesses.
- This role starts as a hands-on individual contributor position for someone who enjoys open-ended problems and turning analysis into action.
- You will partner with Marketing and Growth leaders to identify growth opportunities, understand customer economics, and turn investment decisions into measurable business results.
Responsibilities
- Develop the customer economics and investment recommendations that guide how we acquire and retain customers, grow enterprise pipeline, and scale marketing spend.
- Use CAC, LTV, and payback to evaluate investment returns.
- Partner with Marketing and Growth leaders to build and scale growth initiatives, identify constraints, and determine the resources and changes needed to produce more business.
- Build models and analyses to guide growth investments, translate plans into resource requirements and spending forecasts, and track commitments as plans evolve.
- Collaborate with data and business partners to strengthen measurement and attribution, connecting marketing activity to business outcomes.
- Help teams make investment decisions with incomplete information, making assumptions explicit and using results to refine where we invest.
- Take ownership of emerging strategic questions across GTM, bringing clear recommendations and adapting as priorities change.
Requirements
- 5+ years of experience in strategic finance, business operations, growth analytics, or a related field, with experience supporting growth-oriented decisions.
- Strong financial modeling and analytical skills, with a deep understanding of customer economics and investment returns.
- Ability to work directly with data and build financial models, using AI tools to accelerate analysis and improve workflows.
- You can validate outputs, interrogate assumptions, and explain the business logic behind your recommendations.
- Experience making growth investment decisions across both consumer or self-serve acquisition and enterprise demand generation, with a strong understanding of customer economics and the connection between marketing activity, pipeline, and bookings.
- A track record of independently identifying growth opportunities, building the analysis needed to act, and working with partners to implement decisions and learn from results.
- Strong communication skills and the ability to build trust, challenge assumptions constructively, and work across teams.
Skills
- Financial Modeling
- Growth Analytics
- CAC
- LTV
- AI Tools