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Strategic Finance & Operations Lead
Nectar GroupPosted 10/22/2026full-timePalo Alto • California • United StatesSenior💰 $150,000 - $185,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Salesforce Administration, revenue operations, and financial modeling, with a strong ability to automate workflows and manage commission structures. Proficient in building integrations between sales and finance systems while executing strategic forecasting and reporting.
Highest-signal resume keywords
Salesforce AdministrationRevenue OperationsCommission AdministrationSQL ProficiencyAdvanced Excel/Sheets
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Serve as Salesforce administrator, managing objects, flows, validation rules, reporting, users, and data hygiene
- Own the GTM technology stack, including evaluating, implementing, integrating, and retiring tools
- Build and maintain integrations between sales and finance systems, including Salesforce and Rillet
- Own weekly forecasting cadence, pipeline reviews, forecast rollups, and board-level reporting
- Maintain and evolve the forecast model against a February–January fiscal calendar
- Instrument the funnel from marketing through closed-won to track conversion, velocity, and drop-off
- Run deal desk for enterprise and mid-market deals, including order forms, pricing approvals, discount governance, and non-standard deal structures
- Partner with Legal on operational contract workflows for drafting, approval, signature, and booking
- Maintain pricing infrastructure, including rate cards, pricing calculators, and approval guardrails
- Administer commission plans, calculations, accruals, disputes, and plan documentation
- Support annual quota setting, territory design, and compensation-plan iteration
- Own lead routing, attribution basics, and campaign-to-pipeline reporting initially
- Take over weekly forecasting and Salesforce administration during the first 90 days
- Run a full quarter of commission calculations under the FY27 plan
- Ship an automation reducing manual quote-to-cash work
- Deliver a 12-month RevOps roadmap
Requirements
What you’ll need- 2–6 years of experience in hands-on revenue or sales operations at a B2B SaaS company, or 2–3 years in management consulting, banking, or a similarly rigorous analytical environment
- Demonstrated ability to master technical tools quickly and independently
- Salesforce administration aptitude; prior admin experience is a strong plus
- Experience building complex models, automating workflows, writing SQL, or teaching yourself a platform under deadline pressure
- Experience with commission administration, deal desk, billing handoffs, or quote-to-cash
- Advanced Excel/Sheets
- Structured thinking and ability to execute in a scrappy environment
- Experience with usage-based or hybrid pricing models is a plus
- Experience administering commission tooling such as CaptivateIQ, Spiff, or QuotaPath is a plus
- Exposure to CPQ implementation or evaluation is a plus
- Familiarity with modern finance stacks such as Rillet or NetSuite and procurement portals such as Coupa or Ariba is a plus
- Prior first-ops-hire or founding-team experience is a plus
- Ability to come to the Palo Alto office 4 days a week
- Work authorization in the United States; sponsorship question included in application
Benefits
Comp & perks- Early equity
- Bonus
- Health, vision, and dental benefits
- 401(k) match
- ClassPass membership for fitness and wellness classes
- Hybrid schedule: 4 days in office, plus 3 remote flex days per quarter (after your first 3 months)
- $1,000/month housing stipend for living near the office
- $50/month mobile stipend
- Commuter benefits: train stipend or Palo Alto parking reimbursement
- Free lunch in the heart of University Ave. in Palo Alto
- Clear career growth opportunities as the company scales
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Salesforce AdministrationSQLFinancial ModelingWorkflow AutomationCommission CalculationsData HygieneForecastingPricing ModelsDeal Desk ManagementReporting
Soft Skills
Structured ThinkingExecution in Scrappy EnvironmentsIndependent Learning
Tools & Technologies
RilletCaptivateIQSpiffQuotaPathNetSuiteCoupaAriba
Industry Keywords
B2B SaaSRevenue OperationsQuote-to-CashCPQ ImplementationAnalytical Environment