Director of FP&A, GTM Business Partner

o9 Solutions, Inc.•Dallas, VT

3d•$161,304 - $221,792

About The Position

At o9, we invest in people. We seek talented, driven individuals to power our transformative approach. You’ll thrive in a dynamic, supportive environment, growing while making a real impact. As the strategic "Mini-CFO" for our entire revenue engine, you will lead a three (3) person FP&A team to own the financial strategy for both the Go-To-Market (GTM) and Services organizations. You will be the bridge between Sales, Marketing, Customer Success, and Professional Services. Your mission is to optimize the "SaaS flywheel"—ensuring we acquire customers efficiently (CAC) and retain/expand them profitably (NRR). You will partner directly with the Sales and Services leadership to model growth strategies, headcount capacity, and service delivery margins.

Requirements

10-15 years of progressive experience in FP&A, Corporate Finance, or Strategic Operations, with a significant focus on Enterprise SaaS and go-to-market.
5+ years leading and developing a high-performing team, fostering a culture of excellence and business acumen.
Bachelor’s degree in Finance, Economics, or a related field.
Deep knowledge of Gross Margin mechanics (Cost of Goods Sold/COGS for Support/DevOps) and Revenue Recognition for both software and professional services.
Demonstrated history of implementing AI solutions to help drive business performance (growth, retention, efficiency) and scale team operations.
Strong storytelling and presentation skills, with experience distilling complex datasets into clear, executive-ready slides.
Exceptional attention to detail and the ability to manage multiple workstreams in a fast-paced, high-impact environment.
The "mini-CFO" presence—the ability to say "no" to a CRO while maintaining a collaborative, problem-solving relationship.
Strong "Systems Thinking" and structural diagnostic skills, with the ability to look objectively at an organization’s design and identify areas for optimization.
Mastery of Excel and PowerPoint (or Google Workspace equivalent) to build dynamic models and board-ready collateral; familiarity with BI tools or SQL is a plus.

Nice To Haves

MBA from a top-tier business school is strongly preferred.

Responsibilities

Lead the financial architecture for the end-to-end customer journey. This includes business unit planning through the sales cycle for the CRO, alongside book-of-business and staffing models of delivery and support for the Service leaders. You will ensure that as Sales scales, the Support and Services infrastructure is modeled to scale in tandem to protect the customer experience.
Act as a financial lead for the Professional Services and Support teams. You will develop models to ensure that while Support provides world-class service, the Gross Margin remains healthy and aligned with the company’s long-term profitability targets.
Own the company’s most critical SaaS metrics. You will partner with Marketing to optimize CAC Payback and with Customer Success to drive Net Retention Rate (NRR). You are responsible for identifying where "leaks" in the bucket (Churn) are offsetting new bookings and providing data-driven strategies to improve Gross Retention (GRR).
Develop growth and execution strategies in support of the long-range plan through market research, analysis and recommendations to leadership. Create a connected AOP tying long-term goals within the annual budget and rolling forecasts, ensuring that variances are understood and attributable to underlying planning assumptions.
In collaboration with RevOps and ServiceOps, design metrics and incentive plans that align with corporate goals. You will create unified reporting that highlights the health of the "Full Funnel"—from lead generation and initial booking to implementation, support health, and renewal.
Translate complex GTM data into concise, "board-ready" narratives. You will prepare the performance commentary for the Board of Directors, explaining the “why” behind the numbers—bridging the gap between raw sales activity and the final P&L outcomes.