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About Birdeye

Birdeye is the leading agentic marketing platform for multi-location brands.

Companies like H&R Block, Aspen Dental, and Caesars Entertainment use Birdeye to manage marketing across thousands of locations — from how they get found, to how they convert, to how they retain customers. Our platform replaces disconnected point tools with AI agents that execute work at the location level — responding to reviews, updating listings, publishing content, and driving conversions.

Backed by Marc Benioff, Jerry Yang, and Accel-KKR, Birdeye was named to G2’s 2026 Best Agentic AI Products list — appearing alongside the world’s leading AI companies. We’re expanding rapidly into enterprise, with growing adoption across large, multi-location brands.

Responsibilities:

• Manage the annual financial and operational budget and the quarterly and monthly financial forecasts for the Sales and Marketing organizations
• Partner with Sales leadership on revenue forecasting, pipeline coverage analysis, quota setting, and segment-level attainment tracking across SMB, Mid-Market, and Enterprise
• Build and maintain sales capacity planning models including ramp curves, attainment assumptions, headcount-to-quota ratios, and OTE/Quota benchmarks
• Support the annual AOP process - from QBSR build-up to management plan and board plan - in partnership with Sales segment leaders and the CFO
• Support Marketing Channel Managers with financials and key business metrics, including campaign-level ROI analysis, Marketing Channel funnel metrics, and allocation of expenses to calculate Channel level CAC Payback
• Manage BDR / SDR headcount planning and evaluate performance and efficiency
• Develop and maintain financial models to track and analyze investment priorities and evaluate potential alternatives and their impact on the company's overall performance
• Perform actual vs. budget variance analysis and identify any risks or opportunities associated with reported financial data; provide monthly expense, capital, and headcount forecasts
• Build executive and board-ready materials covering segment performance, GTM efficiency, and key SaaS metrics
• Skilled in distilling complex data into a clear, concise presentation of insights and actionable recommendations for an executive audience

Skills, Experience and Attributes for Success:

• Bachelor’s degree in Accounting, Finance, or Economics from a reputed institute and/or CA/CMA/CS qualified/Semi Qualified
• 7-10 years of experience in FP&A, Accounting, Banking, Consulting, or similar field, including 2+ years of Core FPA experience in the SaaS industry
• Direct experience partnering with Sales leaders (VPs, Segment Heads) on quota, pipeline, and attainment - not just as a finance reporter, but as a thought partner
• Marketing FP&A experience preferred - including CAC, channel ROI, and BDR/SDR efficiency analysis
• Strong understanding of SaaS GTM metrics: ARR, ACV, Pipeline Coverage, Attainment %, OTE, Magic Number, Rule of 40
• Proven success in understanding businesses and model-building; cross-functional collaboration to implement new processes
• Strong analytical mindset with an attention to detail and the ability to identify and quickly resolve data issues / needs
• Excellent communication skills
• Thrive in fast paced startup work environment and manage tight deadlines; Flexible and adaptable to change of priorities
• Positive, can do attitude, keen to automate and optimize processes with AI

What We Offer

• Work closely with a cross-functional team of highly motivated and intelligent folks with a unique range of start-up and enterprise experience
• Competitive Compensation
• Remote/Hybrid Work Environment
• Vibrant company culture
• Growth, Development and Career opportunities which accompany a high-growth organization

Why You’ll Join Us

Birdeye is where industry leadership meets next-generation innovation. Our platform is trusted by thousands of businesses of every size and industry, giving them the tools to win every customer interaction. With AI woven into everything we build — and into how we operate as a team — we’re not just keeping up with the future, we’re defining it.

Here, you’ll join a culture that moves fast, thinks big, and celebrates wins together. Whether your passion is building, selling, supporting, or scaling, you’ll be surrounded by top talent who know what it takes to thrive in a competitive market. If you want to see your ideas create impact at scale and accelerate your career with a company on the rise, Birdeye is the place to do it.