Strategic Finance & Operations Lead

Nectar•Palo Alto, CA

3d•Hybrid

About The Position

Nectar is hiring its first dedicated Strategic Finance & Operations Lead to build and own the revenue operations function, reporting to the Head of Operations. The role takes ownership of the sales stack, forecasting, deal desk, commissions, and the processes connecting sales, marketing, customer success, and finance. It is a hands-on builder role: the hire will operate existing systems immediately and improve them as the company scales, with a path to leading Revenue Operations as a team. The role owns Salesforce administration and the broader go-to-market technology stack, including evaluating, implementing, integrating, and retiring tools. It maintains sales-to-finance integrations and clean quote-to-cash data flow; runs forecasting, pipeline reviews, and board-level reporting; and develops funnel measurement and the forecast model. It also runs deal desk and pricing operations, maintains contract workflows with Legal, administers commissions and supports quota and territory planning, and initially owns marketing operations basics such as lead routing and attribution. In the first 90 days, the hire will take over the weekly forecast cadence, assume Salesforce administration by the end of the quarter, complete a quarter of commission calculations under the new FY27 plan, deliver an automation that reduces manual quote-to-cash work, and create a 12-month Revenue Operations roadmap.

Requirements

2–6 years of experience in hands-on revenue or sales operations at a B2B SaaS company, ideally during Series A/B scaling; or 2–3 years in management consulting, banking, or a similarly rigorous analytical environment with evidence of ability to work deeply with systems.
Demonstrated ability to learn and master technical tools quickly and independently; Salesforce administrator experience is a strong plus.
Experience with technical tools or systems, such as building complex models, automating workflows, writing SQL, or learning a platform under deadline pressure.
Familiarity with revenue operations involving commissions, deal desk, billing handoffs, or quote-to-cash, with precision around compensation and revenue recognition.
Advanced Excel or Google Sheets skills.
Structured, hands-on execution skills, with willingness to perform operational work such as data cleanup and order-form quality checks.
High ownership and a low-ego approach to working in a 60-person company.

Nice To Haves

Experience with usage-based or hybrid pricing models.
Experience administering commission tools such as CaptivateIQ, Spiff, or QuotaPath, or building commission calculations from scratch.
Exposure to CPQ implementation or evaluation.
Familiarity with modern finance stacks such as Rillet or NetSuite, and procurement portals such as Coupa or Ariba.
Prior experience as a first operations hire or on a founding team.
Prior Salesforce administrator experience.
SQL skills and comfort using AI tools to automate work.

Responsibilities

Administer Salesforce, including objects, flows, validation rules, reporting, user management, and pipeline data hygiene.
Own the go-to-market technology stack end to end, evaluating, implementing, integrating, and retiring tools.
Build and maintain integrations between sales and finance systems to ensure clean quote-to-cash data flow.
Run weekly pipeline reviews and forecasting cadence, including forecast rollups and board-level reporting on bookings, pipeline coverage, and conversion.
Maintain and evolve the forecast model for the company's February–January fiscal year.
Instrument the funnel from marketing through closed-won and report conversion, velocity, and drop-off by stage and segment.
Run deal desk processes for enterprise and mid-market deals, including order forms, pricing approvals, discount governance, and non-standard deal structures.
Partner with Legal on contract workflows and manage the operational process for drafting, approving, signing, and correctly booking order forms.
Maintain pricing infrastructure, including rate cards, pricing calculators, and approval guardrails.
Administer AE and AI Strategist commission plans, including calculations, accruals with Finance, disputes, and plan documentation.
Support annual quota setting, territory design, and compensation plan iteration with sales leadership.
Initially own lead routing, basic attribution, and campaign-to-pipeline reporting until a dedicated marketing operations hire is made.
Keep marketing and sales data connected so pipeline sources are trustworthy.
Take over the weekly forecast cadence immediately and Salesforce administration by the end of the first quarter without disrupting the sales team.
Run a full quarter of commission calculations under the FY27 plan, identify and fix issues, ship an automation that reduces manual quote-to-cash work, and deliver a 12-month Revenue Operations roadmap.

Benefits

Competitive compensation and early equity.
Health, vision, and dental benefits.
401(k) match.
ClassPass membership for fitness and wellness classes.
Hybrid schedule: four days in the office, plus three remote flex days per quarter after the first three months.
$1,000 per month housing stipend for living near the office.
$50 per month mobile stipend.
Commuter benefits, including a train stipend or Palo Alto parking reimbursement.
Free lunch in the office.
Clear career growth opportunities as the company scales.