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Senior Manager, Finance Operations

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.

What We’re Looking For

Minimum Qualifications

  • 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

Average salary estimate

$135000 / YEARLY (est.)
min
max
$120000K
$150000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Senior Manager, Finance Operations , Vivun Inc.

Are you passionate about finance operations and ready to step into a pivotal role? Join Vivun as a Senior Manager of Finance Operations! At Vivun, we are the leaders in Technical Sales solutions, providing innovative tools to help companies harness the power of AI and improve their business operations. As part of our dynamic team, you will report directly to the Senior Director of Revenue Operations and play a crucial role in scaling our finance backbone. You'll oversee essential finance workflows like Deal Desk, quote generation, and sales order approvals, ensuring a smooth flow between sales execution and financial integrity. Collaborating closely with sales, finance, and customer operations, your insights will drive efficiency and transparency from lead to cash. We seek someone who embraces both strategic leadership and hands-on operational excellence. Your analytical skills will be put to work as you define and track financial KPIs and develop insightful dashboards that illuminate business performance. This is an exceptional opportunity for a proactive problem solver who thrives in a fast-paced startup environment and is eager to influence cross-functional teams. If you're ready to make a profound impact at a company that values innovation and empowerment, we want to hear from you. At Vivun, you won’t just be part of the team; you’ll be shaping the future of finance operations in a company on a fast growth track!

Frequently Asked Questions (FAQs) for Senior Manager, Finance Operations Role at Vivun Inc.
What are the main responsibilities of a Senior Manager of Finance Operations at Vivun?

As a Senior Manager of Finance Operations at Vivun, your key responsibilities will include leading finance operations initiatives, optimizing workflows such as Deal Desk, and ensuring seamless integration between sales and finance processes. You will collaborate closely with Sales and Revenue leaders to ensure best-in-class sales forecasting, monitor accounts receivables, and analyze financial KPIs to provide valuable insights about bookings and revenue risks.

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What qualifications are needed for the Senior Manager of Finance Operations position at Vivun?

To qualify for the Senior Manager of Finance Operations role at Vivun, you will need 5-8 years of experience in Deal Desk, Finance Operations, or similar roles, particularly within a B2B SaaS environment. A deep familiarity with Salesforce CRM, strong analytical skills, and proficiency in Excel and BI tools are crucial. Additionally, excellent communication skills and a solid understanding of SaaS business models will be essential.

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How does the Senior Manager of Finance Operations role contribute to Vivun's growth?

The Senior Manager of Finance Operations plays a critical role in driving Vivun's growth by optimizing financial processes, providing strategic insights on revenue performance, and ensuring alignment between sales and finance teams. By owning various financial workflows and implementing best practices, you will help scale the company's go-to-market strategy and enable better decision-making based on data-driven analyses.

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What tools will a Senior Manager in Finance Operations at Vivun be expected to use?

In the Senior Manager of Finance Operations role at Vivun, you will utilize various tools, including Salesforce CRM for managing financial workflows, CPQ systems for quote-to-cash processes, and business intelligence tools like Tableau or Looker for analytics. Your expertise will be pivotal in maintaining data accuracy and compliance within these systems, enhancing overall operational efficiency.

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What is the company culture like at Vivun for Senior Managers in Finance Operations?

At Vivun, the culture is one of empowerment and collaboration. As a Senior Manager of Finance Operations, you will find yourself in an environment that encourages innovation, strategic thinking, and proactive problem-solving. The team values individuals who are self-directed and thrive in a remote-first setting, working alongside skilled colleagues who are committed to achieving shared goals.

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Common Interview Questions for Senior Manager, Finance Operations
Can you describe your experience with finance operations and how it relates to the Senior Manager position at Vivun?

When preparing your answer, focus on specific finance operations experiences that showcase your ability to optimize workflows, analyze data, and collaborate with cross-functional teams. Highlight any relevant tools, such as Salesforce or CPQ systems, and how your expertise can directly contribute to the successful scaling of Vivun's finance operations.

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How do you prioritize tasks when managing financial workflows and deadlines?

Discuss your method for prioritization, such as using project management tools, setting clear objectives, and adjusting priorities based on team needs and business goals. Illustrate with examples of how you have successfully managed competing demands in past roles, particularly in a dynamic environment like a startup.

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What is your approach to developing and interpreting financial KPIs?

Talk about your process for defining financial KPIs relevant to the business model, such as ARR or CAC payback. Include how you track these metrics, collaborate with other departments to ensure data accuracy, and leverage insights for strategic decision-making that aligns with operational goals.

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Can you share an example of a time you improved a financial process?

Provide a specific situation where you identified a gap in a financial process, implemented a change, and measured the outcomes. Make sure to discuss the steps you took and how it positively impacted efficiency or accuracy within the organization.

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How do you ensure compliance and accuracy in financial reporting?

Detail your techniques for maintaining compliance, such as establishing regular audits, ensuring all team members are trained on compliance standards, and utilizing technology to minimize errors. Discuss how you communicate the importance of accuracy across teams.

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What strategies would you employ to enhance cross-departmental collaboration?

Outline your strategies for fostering collaboration, such as regular communication, inclusive meetings, and setting common goals. Mention any experience with tools that facilitate collaboration and how you ensure all departments are aligned on financial processes.

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Describe how you would handle a disagreement with a team member regarding financial forecasts.

Explain your process for addressing disagreements by emphasizing open communication and data-driven discussions. Share an example where you resolved a similar situation and reached a consensus while maintaining a positive working relationship.

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What experience do you have with SaaS financial metrics, and why are they important?

Discuss your familiarity with SaaS-specific financial metrics such as MRR, churn, and customer acquisition costs. Explain why these metrics are crucial for guiding business strategy and how you’ve utilized them in your previous roles to drive growth and efficiency.

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How do you stay updated on finance operations best practices?

Describe your commitment to professional development, whether through online courses, industry conferences, or networking with other finance professionals. Mention any recent trends in finance operations that you’ve followed and how you plan to implement those at Vivun.

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What excites you most about the Senior Manager of Finance Operations role at Vivun?

Share your enthusiasm for Vivun's innovative approach and commitment to leveraging AI in finance operations. Highlight aspects of the company's culture and mission that resonate with you, and express how you can see yourself contributing to their ongoing success.

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Full-time, remote
DATE POSTED
April 12, 2025

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