Gladly

Financial Planning and Analysis

• Own the operating expense plan end to end, including department budgets, software, and consulting spend
• Partner with business leaders to review budget vs. actuals and support spending decisions
• Build models, processes, and planning systems to improve forecasting
• Use AI to automate repetitive work and connect systems
• Help define spend-efficiency metrics for an AI-first company
• Provide opex and headcount insight for annual planning, reforecasts, and leadership and board reporting
• Report to the Director of FP&A and collaborate with the FP&A Manager
• Partner with Marketing, Product & Engineering, and operating leaders across the company

Senior FP&A Analyst

Manager

• Own the end-to-end renewal process for a portfolio of growth accounts, from initial outreach through signed agreement
• Manage revenue retention and growth, including price increases and account expansion with products such as Sidekick
• Lead commercial negotiations using established best practices
• Identify renewal risks and coordinate with Sales, Customer Success, Finance, and Revenue Operations
• Document renewal activities in Slack and Salesforce for forecasting and reporting
• Communicate professionally and empathetically with customers by phone and email
• Maintain high customer satisfaction throughout the renewal process

Senior FP&A Analyst

Renewals Manager