Senior Manager of Strategic Finance & Operations

Qualified is the Agentic Marketing Platform for B2B companies. With Piper the AI SDR Agent, Qualified offers a whole new way to grow inbound pipeline. Piper operates across both the website and email, working to engage website visitors, capture leads, and convert buyers into pipeline around the clock. Hundreds of the world’s leading brands—including Crunchbase, Asana, Box, and Grubhub—choose Qualified to increase lead conversions, generate more meetings, and improve efficiency within their inbound pipeline motion.

Overview

We’re looking for a hands-on, strategic leader to join our Strategic Finance & Operations team as the Senior Manager of Strategic Finance & Operations. In this role, you will be a driving force in shaping how we grow and scale—building the financial and operational frameworks that guide decision-making, instill rigor, and enable the business to scale with confidence.

You will partner closely with senior leadership and cross-functional teams to uncover growth opportunities, strengthen efficiency, and ensure operational readiness for our next phase of expansion. From leading strategic finance initiatives, to owning procurement and vendor management, to driving cross-functional programs that elevate scalability, this role combines strategy, execution, and cross-functional leadership. This is a high-visibility position with direct influence on the company’s growth, efficiency, and scalability. You’ll play a pivotal role in shaping how Qualified scales—building the financial and operational foundation that enables sustainable growth and long-term success.

Key Responsibilities

• Lead strategic finance & operational initiatives that inform decision-making and elevate company performance

• Partner with GTM, product, and operations leaders to identify and execute opportunities that drive growth and efficiency

• Own and evolve G&A or key operational systems & processes that will help us scale, such as procurement and vendor management processes, ensuring rigor across finance, legal, IT, and InfoSec

• Drive cross-functional initiatives that strengthen scalability and operational discipline across the company

• Build models, frameworks, and processes that translate data into actionable insight and strategic clarity

• Act as a trusted advisor to senior leadership, shaping financial strategy and supporting operational execution

What We’re Looking For

• 5–8 years of progressive experience in strategic finance, corporate finance, or consulting/operations, ideally within a top B2B SaaS, AI or technology company. Prior experience at a top-tier investment bank, management consulting firm (MBB), or venture capital/private equity is a plus.

• Strong analytical and problem-solving skills, with a track record of turning complex data into clear, actionable insights

• Must have advanced financial modeling alongside top tier Excel/Google Sheet skills; fluency in planning/analytics tools (experience with Pigment, Anaplan, Adaptive, Planful, or similar) is a plus

• A strategic mindset paired with a bias for action—comfortable operating from high-level frameworks down to execution in the details

• Growth-stage agility: proactive, adaptable, and energized by building in a fast-moving environment

• Bachelor’s degree from a top tier university is required

About Qualified

Qualified is the Agentic Marketing platform for B2B companies around the world. Headquartered in San Francisco, Qualified delivers pipeline generation at scale with Piper the AI SDR for thousands of customers like Crunchbase, Demandbase, Greenhouse, Plaid, and Suse. Led by former Salesforce CMO Kraig Swensrud and former Salesforce Product SVP Sean Whiteley, Qualified boasts 1100+ 5-star reviews on G2 and is ranked #1 on the Salesforce AppExchange. Qualified is funded by Sapphire, Tiger Global, Norwest Venture Partners, Redpoint Ventures, and Salesforce Ventures. Visit qualified.com to learn more.

One Team

We’re all in this together with a shared goal: grow the business and each other.  Work as a team, win as a team.  Collaborate and strategize across departments to deliver A+ work.  We are bold thought leaders that value creating a sense of belonging for all and celebrating our wins, big or small.

Customer Obsessed

Prioritize the customer above everything else. Build a product that our customers love. Establish ourselves as their trusted advisor and do “Whatever it takes” to make them successful. Prove the ROI. Only when our customers win do we win.

Think Big & Move Fast

We’re defining a new category and we have fierce competition. Fast-paced innovation is the name of the game. We look forward. We reimagine. We throw out new ideas. We test things. We move quickly. We challenge the norm. We don’t settle for status quo.

On the heels of their Series C financing, Qualified is looking to grow the team so that they can do even more, even faster; they’re focused on delivering our customers more innovation, additional services, an expanded product portfolio, and even deeper ties into the Salesforce CRM platform. Qualified is looking for folks that are fired up about joining a fast-paced, fast-growing company that is doing big things.

Diversity & Inclusion

Qualified is committed to bringing together individuals from different backgrounds and perspectives. We strive to create an inclusive environment where everyone can thrive, feel a sense of belonging, and do great work together.

We are proud to be an equal opportunity employer open to all qualified applicants regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, Veteran status, or any other legally protected status.