Why This Job is Featured on The SaaS Jobs
A Finance Manager role at a Series C enterprise SaaS company sits close to the operating cadence that matters in subscription businesses: recurring revenue accuracy, cash runway visibility, and the mechanics behind ARR and churn reporting. With Level AI selling into enterprise customer experience teams and building AI-driven products, the finance function has to translate product and go-to-market motion into reliable metrics and board-ready narratives.
For a SaaS finance career, this position offers practical exposure to the full stack of subscription economics and the systems that support them, from billing data reconciliation through to scenario modeling for burn, headcount, and spend efficiency. The mix of FP&A, revenue operations, and commission architecture is especially transferable across SaaS companies where forecasting, unit economics, and sales incentive design are tightly linked and frequently iterated.
This role tends to suit finance professionals who prefer hands-on ownership across modeling, process, and tooling rather than a narrow controllership lane. It also fits someone who enjoys partnering with multiple functions and building operational discipline around close, reporting, and metric definitions in a venture-backed SaaS environment.
The section above is editorial commentary from The SaaS Jobs, provided to help SaaS professionals understand the role in a broader industry context.
Job Description
Level AI (thelevel.ai) is a Series C Enterprise SaaS company, founded in 2019 and headquartered in Mountain View, California. We are building a conversational intelligence platform purpose-built for the modern enterprise. Our generative and agentic AI products help enterprise customer experience teams automate customer interactions, monitor quality of AI and human agents, coach agents in real time, surface customer insight at scale, and turn every conversation into a competitive advantage. We're backed by Battery Ventures, Adam Street Partners, ENIAC, and other leading investors, and we partner with some of the most recognized brands in retail, fintech, healthcare, and SaaS.
Experience: 3+ Years in Software / SaaS Startups
Key Responsibilities -
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Financial Planning & Analysis (FP&A): Own the corporate financial model, steering routine variance analysis (Budget vs. Actuals) and building agile scenario models to forecast cash runway, burn rates, and headcount growth constraints. Collaborate across departments to track and optimize core unit economics and spend efficiency.
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Revenue Operations & Subscription Billing: Oversee complex recurring revenue tracking, reconciling transaction-level subscription records with the general ledger. Manage billing automation platforms to optimize billing precision, contract management, and metric analytics (ARR/MRR, Churn, and LTV).
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Strategic Comp Plans & Commission Architecture: Own the end-to-end administration, tracking, and reporting of sales commission plans. Partner with leadership to calculate complex, multi-tiered variable compensation structures, ensuring continuous alignment with corporate budgets. Issue transparent, routine commission earnings reports directly to sales, account management, and leadership.
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Operational Core Accounting (AP/AR): Drive end-to-end accounts payable (AP) and accounts receivable (AR) processes with automated pipelines. Optimize the monthly close cycle via QuickBooks, ensuring precise tracking of dynamic multi-variable cash flows. Manage vendor relationships, collections tracking, and expense optimization.
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Corporate Governance & Equity Management: Oversee company equity logs and day-to-day cap table maintenance (via platforms like Carta), ensuring absolute accuracy for stock option issuances, vestings, exercises, and cancellations. Act as an operational point of contact for board-level reporting timelines and corporate financing preparation.
Required Skills & Qualifications -
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Experience: 3+ years of dedicated finance experience within a fast-paced, venture-backed software or tech startup environment.
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Credentials: Chartered Accountant (CA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) designation is strongly preferred.
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Tech Stack Mastery: QuickBooks Online, Stripe Billing/Maxio, Carta, and modern automated AP/AR infrastructure (e.g., Ramp, Bill.com).
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Core Competencies: Expert spreadsheet proficiency (Excel / Google Sheets) with complex logic formulas, multi-scenario forecasting models, and dashboard visualization skills.
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