Go-to-Market Finance Manager

Surescripts serves the nation through simpler, trusted health intelligence sharing, in order to increase patient safety, lower costs and ensure quality care. We deliver insights at critical points of care for better decisions - from streamlining prior authorizations to delivering comprehensive medication histories to facilitating messages between providers.

The Go-to-Market Finance Manager will be a key contributor to the Financial Planning & Analysis team and plays an important role in shaping the company's growth strategy. This role serves as a strategic partner to Account Management leadership, ensuring investments align with company financial goals and deliver measurable ROI. The Go-to-Market Finance Manager will leverage customer data to develop and implement strategies that drive revenue growth, improve customer experience, and increase operational efficiency. They will work cross functionally providing analytics to support business goals and company outcomes. The ideal candidate will have exceptional analytical skills, robust financial modeling capability, experience in financial planning and analysis, the ability to translate complex data into actionable insights, and experience directly supporting a go-to-market function (including account management, sales, etc).

• Financial Analysis & Modeling: Conduct in-depth financial analysis to analyze customer data to identify high-value segments, growth opportunities, and churn risks.

• Sales and Marketing Analytics: Develop models and dashboards to track revenue performance, customer health, market segmentation, and account growth potential.

• Reporting: Provide Account Management financial reporting andensure sales forecasts are accurate and aligned with business goals and work closely with the Sales Operations team to track results.

• Strategic Insights:Provide actionable insights to leadership into customer behavior, usage patterns, and lifecycle trends to inform account strategies.

• Monitor and report monthly on key financial and operational metrics, such as CAC (Customer Acquisition Cost), LTV (Lifetime Value), payback periods, churn, and Dollar Net Retention.

• Data Management: Ensure accuracy and integrity of analytical data used to support finance processes and S&M analytics including provide recommendations to continuously improve system and reporting efficiency.

• Business Decision Support: Create business recommendations informed by data-driven analysis to support the decision-making process, including business performance analyses, benchmarking and ROI analysis.

• Financial Forecasting & Annual Operating Plans: Collaborate with cross-functional teams to structure annual budgets, quarterly forecasts, and long-term plans, delivering key inputs that will drive the financial forecasting process.

• Ad Hoc Analysis: Provide ad hoc financial analysis to support special projects, strategic initiatives, and business cases.

• Collaboration: Work closely with FP&A leadership and Account Management leadership. Collaborate with various cross-functional teams, including the Executive Leadership team, Finance, Account Management, Sales, Sales Operations, Marketing, Implementation, etc. to gather data and insights for financial analysis.

Basic Requirements:

• Bachelor's degree in Finance, Business Analytics or related field.

• 8+ years of experience in financial analysis, customer analytics, revenue operations, related roles.

• Proven ability to translate complex data into clear, actionable insights.

• Strong proficiency in SQL, Excel, and data visualization tools (e.g. Tableau, Power BI).

• Experience working with sales or account management leadership to drive revenue growth (leading activities such as upselling, retention, customer segmentation, capacity planning, growth targets).

• Experience with Salesforce.

• Experience with Financial ERP systems (NetSuite, Oracle, Onestream, etc.)

• Excellent communication, presentation, and stakeholder management skills.

• Ability to manage multiple priorities, work effectively with senior leaders and deliver results.

Preferred Qualifications:

• Master's degree in Finance, or MBA.

• Experience performing financial statement analysis/modeling.

• Experience in a B2B SaaS or technology-driven environment.

• Experience in a healthcare company.

• Experience getting to know the customer journey to help better shape it.

#LI-HYBRID

Surescripts embraces flexibility through its Flexible Hybrid Work model for most positions. This model allows employees to work virtually while still utilizing our offices as collaboration centers. With alignment and agreement from your leadership, you can come and go from the office as needed.

You make informed decisions through the power of data. You know the right time to take a risk and the right time to play it safe. And you want to compete in a challenging marketplace to deliver solutions that make a positive impact on healthcare.

We're organized and analytical. (Though you might expect that given our department.) But we aren't just bean counters. We're inquisitive and curious. We know how to work cross-functionally to get things done. Most importantly, we know that our work supports our bottom line-and therefore supports our goal of better healthcare for all.

In Surescripts Finance & Risk Management, we aren't intimidated by transaction volumes in the billions. We think on our feet as we measure, interpret and report the company's progress, and after we study both past and present trends, we use what we learn to shape our future through a careful balance of risk vs. reward.

Why Wait? Apply Now

We're a midsize company. This means you're not just another employee ID number. Here, you can build real relationships and feel supported by truly awesome people with diverse backgrounds and talents in an innovative and collaborative work culture. We strive to create an environment where you can be yourself, share your ideas and work your way. We offer opportunities for employee development, as well as competitive compensation packages and extensive benefits.

Benefits include, but are not limited to, comprehensive healthcare (including infertility coverage), generous paid time off including paid childbirth and parental leave and mental health days, pet insurance, and 401(k) with company match and immediate vesting. To learn more, review the Keep You and Yours Healthy, Balancing Work and Life, and Where Talent Takes Shape links under the Better Benefits. Better Work. Better Life section of our careers site.

Physical and Mental Requirements

While performing duties of this job, an employee may be required to perform any, or all of the following: attend meetings in and out of the office, travel, communicate effectively (both orally and in writing), and be able to effectively use computers and other electronic and standard office equipment with, or without, a reasonable accommodation. Additionally, this job requires certain mental demands, including the ability to use judgement, withstand moderate amounts of stress and maintain attention to detail with, or without, a reasonable accommodation.

Work Environment

Surescripts is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate on the basis of race, color, religion, age, national origin, ancestry, disability, medical condition, marital status, pregnancy, genetic information, gender, sexual orientation, parental status, gender identity, gender expression, veteran status, or any other status protected under federal, state, or local law.