CaptivateIQ

The agile commission solution. We're hiring!

EPM Strategy – GTM Lead

Product MarketingProduct MarketingFull TimeRemoteTeam 201-500Since 2017H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

25 days ago

Salary

$118.3K - $223.5K / year

Bachelor Degree7 yrs expEnglishERPOracle

Job Description

• Serve as the EPM subject matter expert in live sales cycles, including demos and executive conversations. • Build and continuously refine demo flows, scripts, and narratives specific to budgeting and forecasting use cases. • Develop GTM playbooks, messaging, and enablement materials grounded in real customer needs and outcomes. • Partner with Sales and GTM leadership to inform EPM strategy, pricing/packaging feedback, and market segmentation—without owning formal management responsibilities. • Lead complex EPM implementations, ensuring customers successfully operationalize budgeting and forecasting workflows. • Act as a trusted advisor throughout the customer lifecycle, offering practical guidance on model design, forecasting methodologies, and operational best practices. • Troubleshoot advanced use cases and unblock customers through hands-on configuration and problem solving. • Create scalable resources including implementation guides, tutorials, and internal enablement materials. • Work closely with EPD as a hands-on expert, translating customer realities into actionable product insights. • Advocate for enhancements in budgeting logic, forecasting accuracy, integrations, automation, and scalability. • Provide structured, evidence-based feedback to influence roadmap decisions, grounded in direct customer experience. • Create thought leadership content (blogs, webinars, white papers) rooted in hands-on EPM experience. • Partner with Marketing to ensure EPM messaging reflects real customer value and practical outcomes. • Support customer stories, solution briefs, and event content as a visible EPM practitioner and expert. • Monitor EPM and FP&A market trends and competitive solutions, translating insights into concrete recommendations. • Help leadership stay close to customer reality by surfacing risks, opportunities, and emerging use cases.

Job Requirements

  • 7–12+ years of hands-on FP&A experience, ideally in high-growth B2B SaaS or similarly complex environments.
  • Proven ownership of end-to-end budgeting and forecasting processes, including:
  • Annual Operating Plans (AOP)
  • Rolling forecasts
  • Scenario planning and sensitivity analysis
  • Headcount and expense planning
  • Direct, hands-on experience implementing or operating EPM / FP&A platforms, such as: Anaplan, Pigment, Adaptive Planning, Oracle EPM, Planful, etc.
  • Experience integrating EPM tools with source systems (CRM, HRIS, ERP).
  • Comfort working with complex models, data structures, and forecasting logic—not just configuring UI-level features.
  • Ability to articulate complex budgeting and forecasting concepts clearly to both finance and non-finance audiences, including executive stakeholders.
  • Demonstrated success as a senior individual contributor, influencing outcomes without formal authority.

Benefits

  • Comprehensive Healthcare: 100% coverage for medical, dental, and vision for all FTEs, with roughly 75% coverage for dependents.
  • Flexible Time Off: Flexible vacation days plus quarterly mental health days to ensure you have the space to recharge.
  • Annual Stipends: Dedicated funds for your professional development and caretaking needs.
  • Work Anniversary Bonuses: Annual bonuses to celebrate your milestones and contributions to the CaptivateIQ team that grow as your tenure does.
  • Retirement Savings (US-Only): A 401(k) plan to help you invest in and secure your future.
  • Premium Tools: The latest Apple hardware to empower you to do your best work.
  • Inclusive Community: Active Employee Resource Groups (ERGs) that celebrate shared identities and support our DEI goals by fostering an environment where diverse talent thrives.

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