Senior Financial Analyst, GTM

About the role

Senior Financial Analyst, GTM

Introduction

Luxury Presence develops the AI growth platform for real estate. Backed by investors such as Bessemer Venture Partners, we are a Series C organization that has achieved $100M in annual recurring revenue. Our platform is utilized by more than 90,000 real estate professionals, including over 30% of the WSJ Real Trends top 100 agents in the United States, to operate and scale their businesses. We are seeking a Senior Financial Analyst, GTM to join our team. This is a US-based, full-time position with a base compensation of $180,000.

This position operates at the junction of data and finance. You will serve as the analytical engine driving our go-to-market decisions, collaborating with Sales, Customer Success, Marketing, and Revenue Operations. Your responsibility is to convert raw data warehouse signals into clear guidance that directs where we commit effort and budget. The ideal candidate has experience in both data/analytics and finance/FP&A roles, moving easily between SQL queries and financial models. You will tackle complex problems and use your analysis to influence real business decisions.

Key Responsibilities

You will own the annual and long-term planning for Sales, Marketing, and Customer Success, covering revenue, staffing, and resourcing. This includes designing intake workflows that shape how GTM questions enter planning and forecasting. You will partner across Sales, Marketing, and Revenue Ops to align go-to-market spend and targets with the financial plan, modeling ongoing investment decisions.

A core focus will be on unit economics and GTM efficiency. You will build and maintain models for Customer Acquisition Cost, Lifetime Value, payback periods, and sales and CS capacity and productivity. These models will be used to recommend where go-to-market spend should be allocated. You will query the data warehouse directly to construct datasets that merge financial and operational views, validating numbers and answering complex questions.

You will automate recurring GTM reporting routines to speed the path from data to decision. This includes maintaining forecasting structures that keep revenue plans honest and measurable. You will also champion analysis that tests channel mix and efficiency across our growth motions, guiding investment choices by modeling sales capacity and CS productivity options.

Requirements

You bring 4 or more years of experience spanning both a data or analytics role and a finance or FP&A role, ideally within fast-growing tech environments. You possess hands-on experience with go-to-market measures such as pipeline, bookings, ARR, CAC, LTV, and payback.

You are an expert in SQL, comfortable writing queries directly against a warehouse to build and validate datasets. You excel at advanced Excel, financial modeling, budgeting, and forecasting methods. You hold a Bachelor's degree in Finance, Accounting, Economics, Statistics, or a related quantitative field. You communicate analysis clearly to both technical and business stakeholders.

Attributes

You are fluent in both data and finance, moving easily between a SQL query and a financial model. You are genuinely curious about go-to-market strategy and how sales and marketing drive growth. You are execution-oriented, with a strong sense of ownership over accuracy and deadlines. You are AI-forward, always looking for ways to automate and sharpen the work.

What you'll do

• Execute the core responsibilities of the Senior Financial Analyst, GTM role at Luxurypresence as outlined in the official role description.
• Drive the annual planning process for the Go-To-Market organization, owning revenue, staffing, and resourcing inputs for Sales, Marketing, and Customer Success.
• Design and refine intake workflows that govern how GTM strategic questions are captured, prioritized, and integrated into the financial planning cycle.
• Partner directly with Sales, Marketing, and Revenue Operations to align go-to-market investment decisions with the overall financial plan and growth targets.
• Build and maintain financial models that calculate and track key unit economics metrics including Customer Acquisition Cost, Lifetime Value, and payback period for the GTM engine.
• Construct advanced analysis of sales and customer success capacity and productivity to model different staffing and resourcing scenarios.
• Query the data warehouse to merge financial and operational datasets, ensuring accuracy and providing deep insights into complex business questions.
• Automate recurring GTM reporting and forecasting routines to reduce manual effort and accelerate the decision-making process for leadership.
• Champion analytical tests of channel mix and efficiency, evaluating the performance of various growth channels to optimize marketing spend and sales efforts.
• Act as the primary financial partner for GTM initiatives, translating complex data and model outputs into clear, actionable recommendations for cross-functional stakeholders.

Requirements

• Bring a minimum of 4 years of professional experience that combines deep expertise in data or analytics with finance or FP&A responsibilities.
• Demonstrate a proven track record working with core go-to-market metrics including pipeline, bookings, Annual Recurring Revenue (ARR), Customer Acquisition Cost (CAC), Lifetime Value (LTV), and payback period analysis.
• Possess expert-level proficiency in SQL, with the ability to write complex queries directly against a data warehouse to build, validate, and maintain critical datasets.
• Show mastery over advanced Excel, sophisticated financial modeling techniques, budgeting processes, and forecasting methodologies.
• Hold a Bachelor's degree in Finance, Accounting, Economics, Statistics, or another closely related quantitative discipline.
• Communicate analytical findings effectively to both highly technical teams and non-technical business leaders, bridging the gap between data and action.

Nice to have

• Preferred experience working within fast-growing technology or SaaS companies that manage high-volume, subscription-based revenue models.
• Familiarity with modern revenue operations platforms and the ability to integrate data sources to support GTM analytics.
• Experience developing and stress-testing financial models for customer acquisition and retention strategies in a digital marketplace context.
• Understanding of AI-driven marketing technologies and their application in scaling real estate services businesses.

Practical notes

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Location: USA

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Engagement: Full-time

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Compensation: $180,000 base salary

• Attributes: You are AI-forward, always looking for ways to automate and sharpen the work.
• Ownership: You will own the annual and long-term planning for Sales, Marketing, and Customer Success.
• Curiosity: You are genuinely curious about go-to-market strategy and how sales and marketing drive growth.
• Execution: You are execution-oriented, with a strong sense of ownership over accuracy and deadlines.
• Data Fluency: You are fluent in both data and finance, moving easily between a SQL query and a financial model.
• Analysis: You will query the data warehouse directly to construct datasets that merge financial and operational views.
• Efficiency: You will automate recurring GTM reporting routines to speed the path from data to decision.
• Testing: You will champion analysis that tests channel mix and efficiency across our growth motions.
• Investment: You will model sales capacity and CS productivity options to guide investment choices.
• Impact: Your analysis will recommend where go-to-market spend should be allocated.
• Standards: You will maintain forecasting structures that keep revenue plans honest and measurable.
• Validation: You will validate numbers and answer complex questions using direct queries to the data warehouse.
• Collaboration: You will collaborate with Sales, Customer Success, Marketing, and Revenue Ops to align spend and targets with the financial plan.
• Planning: You will cover revenue, staffing, and resourcing for the GTM organization through annual and long-term planning cycles.
• Strategy: You will design intake workflows that shape how GTM questions enter planning and forecasting.
• Modeling: You will build models for CAC, LTV, payback, and sales/CS capacity to recommend spend allocation.
• Queries: You will construct datasets that merge financial and operational views directly from the warehouse.
• Reporting: You will automate recurring reporting routines to speed decisions.
• Channel Analysis: You will test channel mix efficiency to guide investment decisions.
• Capacity Modeling: You will model sales capacity and CS productivity options.
• Recommendation: You will use analysis to guide where budget and effort are committed.
• Ownership: You will ensure accuracy and meet deadlines for all analytical deliverables.
• Curiosity: You will seek to understand how sales and marketing activities drive growth metrics.
• AI Usage: You will leverage tools to automate manual processes and enhance analytical speed.
• Financial Modeling: You will maintain models that support ongoing investment choices.
• Data Integration: You will merge financial results with operational performance data.
• Forecasting: You will keep plans measurable and aligned with strategic objectives.
• Stakeholder Communication: You will present findings to both technical and non-technical audiences.
• Go-To-Market Alignment: You ensure spend and targets reflect the financial plan.
• Planning Ownership: You lead the setting of annual goals for GTM teams.
• Workflow Design: You establish the process for how GTM priorities are submitted and reviewed.
• Analysis Execution: You perform deep dives into unit economics and channel performance.
• Model Maintenance: You update financial models as market conditions evolve.
• Validation Rigor: You verify data integrity and calculation accuracy consistently.
• Cross-Functional Partnership: You work closely with RevOps to ensure data consistency.
• Goal Setting: You translate corporate objectives into GTM team targets.
• Efficiency Focus: You identify opportunities to improve productivity through analysis.
• Budget Guidance: You provide recommendations on resource allocation based on model outputs.
• Strategic Testing: You run experiments to measure the impact of different GTM approaches.
• Insight Generation: You produce insights that drive strategic investment decisions.
• Decision Support: You equip leadership with the analysis needed to fund high-impact initiatives.
• Accuracy Focus: You maintain rigorous standards for data quality and model integrity.
• Deadline Management: You ensure all planning and reporting deliverables are completed on schedule.
• Ownership Mindset: You take end-to-end responsibility for your analytical domain.
• Growth Orientation: You focus on enabling scalable growth through precise financial analysis.
• Technical Skill: You apply advanced technical tools to solve business problems.
• Business Acumen: You understand the levers that drive profitability in a SaaS-like model.
• Communication: You articulate complex analysis in a simple, actionable way.
• Collaboration: You partner with cross-functional teams to solve shared business challenges.
• Problem Solving: You address ambiguous business problems with structured analytical approaches.
• Initiative: You proactively identify areas where analysis can create value.
• Adaptability: You adjust your methods as business priorities and data sources change.
• Learning Agility: You quickly master new analytical concepts and data sources.
• Impact: Your work directly influences the allocation of significant financial resources.
• Professionalism: You operate with integrity and transparency in all analytical work.
• Results Orientation: You deliver high-quality analysis that leads