Senior Manager, Finance Operations Job at Vivun, Oakland, CA

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  • Vivun
  • Oakland, CA

Job Description

Vivun is the leading provider of Technical Sales solutions, which includes the world’s first AI Sales Engineer, and is fully dedicated to helping companies use AI to scale technical expertise, build better products, and run better operations. Customers like ADP, Coupa, Docusign, Elastic, Seismic, and Snowflake leverage Vivun solutions to win more deals faster, with a lower cost of sale.

About The Role

We’re looking for a Senior Manager of Finance Operations. Reporting to the Senior Director of Revenue Operations, this role will serve a critical function on the broader FinTech team scaling the financial backbone of our go-to-market engine. This person will lead core finance operations initiatives across Salesforce CRM, Deal Desk, and Quote-to-Cash (QTC) processes, ensuring seamless integration between sales execution and financial rigor.

As a strategic business partner to Sales, Finance, and Customer Operations, you will be responsible for building systems and processes that provide end-to-end transparency and efficiency from lead to cash. You will be deeply embedded in forecasting workflows, pricing governance, and SaaS performance metrics that drive predictable growth.

This role is ideal for someone who thrives at the intersection of finance, operations, and systems, someone who can roll up their sleeves while also driving cross-functional alignment and long-term process improvement.

What You’ll Do

Operational Excellence

  • Own and optimize key finance operations workflows including Deal Desk, sales order approvals, variable compensation, and quote generation to support high-velocity and enterprise deals.
  • Act as the operational SME for Quote-to-Cash process and systems (e.g., CPQ, billing, subscription management), ensuring process compliance and data accuracy.
  • Partner with Sales and Revenue leaders to deliver best-in-class sales forecast hygiene, pipeline inspection, and variance analysis.
  • Execute and monitor AR invoicing and collections.

Systems & Tools Leadership

  • Serve as the business owner for finance workflows within Salesforce CRM, including opportunity structuring, stage progression, and revenue fields.
  • Serve as the administrator for our internal Quote to Cash system, define requirements for QTC system enhancements, integrations, and automation.
  • Work closely with Finance and RevOps on monthly and quarterly close processes, ensuring alignment between bookings, revenue, and pipeline reporting.

Analytics & Insights

  • Define, track, and analyze financial KPIs across the GTM organization (e.g., ARR, ACV, CAC payback, gross retention, expansion rates).
  • Develop dashboards and operational reports that provide clear visibility into bookings performance, pricing trends, and deal velocity.
  • Deliver ad hoc and recurring insights to executive stakeholders on business performance, deal quality, and revenue risk.

Cross-Functional Enablement

  • Be a key liaison between Sales, Finance, Legal, and Account Management to ensure timely deal processing and accurate financial attribution.
  • Support annual and quarterly planning cycles by advising on headcount productivity metrics, QTC workflow changes, and financial assumptions.
  • Lead trainings and documentation for sales reps and managers on finance-related policies and systems.

Minimum Qualifications

What We’re Looking For

  • 5-8 years of experience in Deal Desk, Finance Operations, Revenue Operations, or similar roles within B2B SaaS..
  • Deep familiarity with Salesforce CRM (admin or power-user level) and QTC systems (e.g., CPQ, Zuora, NetSuite, RevPro, Conga, or equivalent).
  • Experience supporting Deal Desk operations, pricing analysis, and quote workflows.
  • Strong analytical and modeling skills; proficiency in Excel/Google Sheets and BI tools (e.g., Tableau, Looker, Power BI).
  • Deep understanding of SaaS business models and metric definitions (ARR, TCV, churn, upsell, pipeline coverage, etc.).
  • Excellent written and verbal communication skills with experience influencing cross-functional stakeholders.

Preferred Qualifications

  • Experience working with a multi-product portfolio or consumption-based pricing models.
  • Prior involvement in designing or implementing a QTC system migration or optimization project.
  • Familiarity with financial close processes, revenue recognition, and ASC 606 compliance (working knowledge; not CPA required).
  • Strong project management skills with the ability to prioritize and execute in a fast-paced, scaling environment.

You are

  • A believer in Vivun’s core values: Set the Standard. Take Ownership. Stay Curious. Fast & Focused.
  • Experienced working in high growth startup environments: You have the ability to move fast, adapt, and thrive in a dynamic startup environment where you derive priorities, requirements, and goals from company context.
  • Collaborative: You are ready to roll up your sleeves and create strategies that work across roles and departments to achieve company goals.
  • A clear communicator: You effectively and positively present your informed opinions on strategy clearly to multiple teams and areas of expertise. You come with a solid rationale behind every decision you make, you understand the importance of listening as part of communication.
  • A proactive problem solver: Come with recommended solutions to problems. Be creative!
  • A strategic thinker: Support the decision-making process with facts and data. Make sure you are behind the decision and can defend or communicate it to anyone.
  • Self-directed: In a remote-first company and culture, can you be the “CEO” of your job and give yourself your own directives and priorities?

Why Join Us

You’ll be joining a high-impact Revenue Operations team that sits at the center of strategic decision-making and operational execution. We believe in empowering our people with the tools, data, and trust to move fast and drive outcomes. If you’re excited about shaping finance operations that enable go-to-market success, we’d love to meet you.

What You Will Have At Vivun

  • Competitive salary and full health benefits
  • Stock Options at a well funded, pre-IPO company on a fast growth track
  • Flexible work schedules and work from anywhere at a fully remote company
  • Unlimited PTO with two weeks designated as “quiet period” each year
  • An experienced team who will fight beside you in the trenches to accomplish your goals

Compensation Range: $145K - $165K

Job Tags

Remote job, Flexible hours,

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