Head of Investor Relations

Disco•Austin, TX

About The Position

The Head of Investor Relations leads DISCO’s engagement with the investment community and owns the investor relations function end-to-end, including earnings execution, analyst and shareholder relationship management, shareholder base strategy, and disclosure governance. The role works closely with the CEO, CFO, Legal, and the disclosure committee, combining analytical capabilities with rigorous financial communication and sound judgment on disclosure-sensitive topics. The position oversees quarterly earnings communications and investor-facing materials, manages relationships with analysts and current or prospective shareholders, and develops a clear investor narrative grounded in supported data. It also prepares executives and the Board for capital-markets engagement, monitors market and peer activity, reports investor-relations metrics, and uses AI and advanced analytics to improve investor insights and decision-making while protecting accuracy, confidentiality, and regulatory compliance.

Requirements

At least 10 years of FP&A or investment-related experience.
Expertise in financial modeling, forecasting, budgeting, and performance measurement.
Strong analytical thinking and business acumen.
Experience using AI tools to automate workflows.
Excellent communication, collaboration, and presentation abilities.
Strong leadership, coaching, and team-development competencies.
A track record of contributing strategic insights to executive leaders.
Experience developing and leading high-performing finance teams.
Strong business-partnering and influencing skills.
Must be legally authorized to work in the United States without sponsorship now or in the future; DISCO is not sponsoring visas or accepting visa transfers.

Nice To Haves

Experience in high-tech, SaaS, private equity, or investment banking.
Investor-relations exposure.

Responsibilities

Own the quarterly earnings cycle, including script development, Q&A preparation, press releases, investor decks, and post-earnings analyst debriefs.
Ensure consistency in GAAP and non-GAAP disclosures, guidance methodology, and management commentary across quarters.
Partner with FP&A and Accounting to ensure investor-relations materials reconcile to underlying financials.
Build and maintain the beat-and-raise model.
Partner with Legal on Regulation FD compliance and coordinate investor-facing content around 8-K, 10-Q, and 10-K filings.
Maintain the investor-relations content calendar to align earnings, conferences, and ad hoc communications.
Serve as the primary contact for sell-side coverage and current and prospective shareholders.
Manage conference and roadshow calendars and prepare executives for fireside chats, one-on-one meetings, and non-deal roadshows.
Track sell-side estimates, rating actions, and changes in analyst theses, and synthesize findings into actionable leadership summaries.
Identify and sequence outreach to appropriate prospective investors.
Use 13F ownership data and trading-liquidity metrics to inform investor targeting and prioritization.
Translate product and competitive strategy into a disciplined investor narrative that distinguishes supported data from inference.
Build and maintain core investor-relations collateral, including the investor presentation, fact sheet, FAQ, and investor-relations website content.
Prepare the CEO, CFO, and other spokespeople for investor-facing engagements.
Brief the Board regularly on shareholder sentiment, analyst perceptions, and market positioning.
Support capital-markets strategy discussions, including communication about capital allocation.
Monitor peer performance and broad small-cap software sentiment, and flag implications for DISCO’s valuation and positioning.
Track and regularly report investor-relations KPIs, including coverage breadth, ownership concentration, liquidity, and short interest.
Use AI and advanced analytics to improve investor insights, market intelligence, investor communications, and decision-making while ensuring data accuracy, confidentiality, and regulatory compliance.