Senior Sales Finance Analyst

Zūm•Redwood City, CA

1d•Hybrid

About The Position

About Zum: Zum is a rapidly expanding Series E startup backed by industry leaders Sequoia Capital, SoftBank, Spark Capital, and GIC, with a bold mission to transform the stagnant school transportation industry. Operating in over 15 states across the United States—with flagship hubs in San Francisco, Los Angeles, and Seattle—we are actively extending our reach to the East Coast and Midwest regions. As a technology-driven company, we deploy cutting-edge solutions to manage and operate school district transportation systems while also launching our own charter platform and developing proprietary SaaS offerings. Additionally, we are spearheading a nationwide initiative to electrify school transportation fleets, simultaneously supporting local utilities by feeding much-needed energy back into the grid. We have been recognized as CNBC 50 disruptor, Financial Times 500 fastest growing companies, Fast Company World Changing Ideas. Who You Are: The role will report into our corporate finance team (FP&A). This experienced and forward-thinking professional will support the FP&A and Sales teams in delivering compliant, competitive, and cost-effective proposals that are both high-value and on time. The Senior Sales Finance Analyst will leverage strong analytical skills and attention to detail to interpret solicitation requirements and develop competitive, compliant pricing proposals. This role will also be responsible for preparing due diligence materials, conducting market research to support pricing strategy, coordinating pricing schedules, and building cost and pricing models and templates. This is a hybrid position based out of our headquarters in Redwood City, CA. You will be required to be onsite 3 days per week (Monday, Tuesday, and Thursday). We will only consider candidates already located in the Bay Area.

Requirements

5+ years experience in financial analysis, preferably in a high growth SaaS company
Bachelor’s degree in business, Finance, Economics, Accounting, Mathematics, or a related field
Experience in SaaS business models, including subscription-based revenue structures with strong analytical skills
Prior experience building pricing models in collaboration with Sales and Product teams is strongly preferred
Advanced spreadsheet model building skills are required, Microsoft Excel user (nested formulas, modeling, pivot tables, etc.), and experience with Google Suite
Familiarity with NetSuite ERP and NetSuite Planning and Budgeting (NSPB) software preferred but not required
Ability to work in a fast-paced, high growth environment, with the ability to prioritize multiple projects while meeting goals and deadlines

Responsibilities

Develop and maintain pricing models for SaaS offerings, incorporating usage metrics, value-based analyses, and bundling strategies to optimize revenue and customer adoption and bundling strategies
Conduct competitive benchmarking and market research to identify pricing trends, positioning opportunities, and best practices
Analyze customer usage, churn data, and revenue forecasts to recommend pricing adjustments and packaging optimizations
Collaborate with Product and Sales to create new pricing strategy,and features that align with market demand and business goals
Build and update financial models to project revenue, gross margin, and lifetime value under various pricing scenarios
Partner with the broader Finance team to integrate pricing assumptions into the corporate budget, rolling forecast, and board reports
Evaluate the financial impact of pricing changes on ARR, MRR, and customer acquisition/retention metrics
Support go-to-market launch of new subscription tiers, ensuring pricing is communicated clearly across Sales, Marketing, and Customer Success