Birdeye is the leading agentic marketing platform for multi-location brands.
Companies like H&R Block, Aspen Dental, and Caesars Entertainment use Birdeye to manage marketing across thousands of locations — from how they get found, to how they convert, to how they retain customers. Our platform replaces disconnected point tools with AI agents that execute work at the location level — responding to reviews, updating listings, publishing content, and driving conversions.
Backed by Marc Benioff, Jerry Yang, and Accel-KKR, Birdeye was named to G2’s 2026 Best Agentic AI Products list — appearing alongside the world’s leading AI companies. We’re expanding rapidly into enterprise, with growing adoption across large, multi-location brands.
Responsibilities:
Manage the annual financial and operational budget and the quarterly and monthly financial forecasts for the Sales and Marketing organizations
Partner with Sales leadership on revenue forecasting, pipeline coverage analysis, quota setting, and segment-level attainment tracking across SMB, Mid-Market, and Enterprise
Build and maintain sales capacity planning models including ramp curves, attainment assumptions, headcount-to-quota ratios, and OTE/Quota benchmarks
Support the annual AOP process - from QBSR build-up to management plan and board plan - in partnership with Sales segment leaders and the CFO
Support Marketing Channel Managers with financials and key business metrics, including campaign-level ROI analysis, Marketing Channel funnel metrics, and allocation of expenses to calculate Channel level CAC Payback
Manage BDR / SDR headcount planning and evaluate performance and efficiency
Develop and maintain financial models to track and analyze investment priorities and evaluate potential alternatives and their impact on the company's overall performance
Perform actual vs. budget variance analysis and identify any risks or opportunities associated with reported financial data; provide monthly expense, capital, and headcount forecasts
Build executive and board-ready materials covering segment performance, GTM efficiency, and key SaaS metrics
Skilled in distilling complex data into a clear, concise presentation of insights and actionable recommendations for an executive audience
Requirements
Skills, Experience and Attributes for Success:
Bachelor’s degree in Accounting, Finance, or Economics from a reputed institute and/or CA/CMA/CS qualified/Semi Qualified
7-10 years of experience in FP&A, Accounting, Banking, Consulting, or similar field, including 2+ years of Core FPA experience in the SaaS industry
Direct experience partnering with Sales leaders (VPs, Segment Heads) on quota, pipeline, and attainment - not just as a finance reporter, but as a thought partner
Marketing FP&A experience preferred - including CAC, channel ROI, and BDR/SDR efficiency analysis
Strong understanding of SaaS GTM metrics: ARR, ACV, Pipeline Coverage, Attainment %, OTE, Magic Number, Rule of 40
Proven success in understanding businesses and model-building; cross-functional collaboration to implement new processes
Strong analytical mindset with an attention to detail and the ability to identify and quickly resolve data issues / needs
Excellent communication skills
Thrive in fast paced startup work environment and manage tight deadlines; Flexible and adaptable to change of priorities
Positive, can do attitude, keen to automate and optimize processes with AI
What We Offer
Work closely with a cross-functional team of highly motivated and intelligent folks with a unique range of start-up and enterprise experience
Competitive Compensation
Remote/Hybrid Work Environment
Vibrant company culture
Growth, Development and Career opportunities which accompany a high-growth organization
Why You’ll Join Us
Birdeye is where industry leadership meets next-generation innovation. Our platform is trusted by thousands of businesses of every size and industry, giving them the tools to win every customer interaction. With AI woven into everything we build — and into how we operate as a team — we’re not just keeping up with the future, we’re defining it.
Here, you’ll join a culture that moves fast, thinks big, and celebrates wins together. Whether your passion is building, selling, supporting, or scaling, you’ll be surrounded by top talent who know what it takes to thrive in a competitive market. If you want to see your ideas create impact at scale and accelerate your career with a company on the rise, Birdeye is the place to do it.
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