Senior Manager, Financial Planning & Strategy - Sales & Pipeline

Checkr • San Francisco, CA

80d • $192,000 - $226,000

About The Position

Checkr is building the data platform to power safe and fair decisions. Established in 2014, Checkr’s innovative technology and robust data platform help customers assess risk and ensure safety and compliance to build trusted workplaces and communities. Checkr has over 100,000 customers including DoorDash, Coinbase, Lyft, Instacart, and Airtable. We’re a team that thrives on solving complex problems with innovative solutions that advance our mission. Checkr is recognized on Forbes Cloud 100 2025 List and is a Y Combinator 2024 Breakthrough Company. The Financial Planning & Strategy (FP&S) team provides financial insight and partners with other leaders across our organization to achieve our long-term goals. We seek to intentionally deploy our resources, optimize our business performance, and drive the highest-impact outcomes. We are looking for a Senior Manager, Financial Planning & Strategy, Sales & Pipeline, to be the strategic finance leader for our Sales business. We focus on strategic and financial planning, delivering actionable insights into Sales performance, and optimizing resource allocation to accelerate growth. This person will play a pivotal role in how we scale our Enterprise and Mid-Market sales businesses. You’ll work closely with Sales Leadership, RevOps, and Product. This role is highly visible, including regular meetings and updates with our executive team.

Requirements

• 8+ years of progressive experience, including 4+ years covering sales and pipeline.
• Foundational experience in investment banking, private equity, or management consulting preferred.
• Experience with consumption-based business models.
• Demonstrated success driving sales strategy, planning, and performance management.
• Expert-level modeling ability, translating complex business drivers into clear frameworks.
• Strong executive presence with proven ability to provide clarity and partner with stakeholders at all levels.
• Experience with Salesforce, BI tool (ie. Looker), and SQL.
• Experience in identifying business insights through analysis.
• Proactive approach to identifying opportunities and problems to tackle.
• Ability to thrive in an environment with ambiguous projects.

Responsibilities

• Serve as the lead strategic finance partner to our VP of Sales and their leads.
• Proactively create, drive, and partner on strategic initiatives that drive step-function growth of our business.
• Drive a considerable portion of our long-range and annual planning processes, focusing on quota-setting, AE capacity, and tops-down pipeline targets.
• Build the strategic plan that positions us to accomplish our goals.
• Own recurring reporting and forecasting that provide a fundamental understanding of our Sales & Pipeline drivers and actionable insight into opportunities to improve business performance.
• Share data-driven POV on business performance weekly with Leadership.
• Define and evolve KPIs that best measure our business performance.
• Collaborate with our Data Analytics team to build predictive and automated analytics.
• Develop investment frameworks and drive decisions to determine how we scale our Sales business.
• Define how we measure ROI and sales productivity.
• Manage a team with the support of 1 dotted-line Sr. Analyst.

Benefits

• A fast-paced and collaborative environment
• Learning and development allowance
• Competitive cash and equity compensation and opportunity for advancement
• 100% medical, dental, and vision coverage
• Up to $25K reimbursement for fertility, adoption, and parental planning services
• Flexible PTO policy
• Monthly wellness stipend, home office stipend

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 1,001-5,000 employees