Job Description

Finance Manager

Omaha, Nebraska (Hybrid)

Workshop is scaling quickly, and our go-to-market engine needs a dedicated financial partner who can keep pace. We're hiring a Finance Manager to own the models, forecasts, and analytical frameworks that help Sales, Marketing, and Revenue leaders make better decisions about where to invest, how to grow, and what's actually working. Today, GTM finance is one of many Strategic Finance priorities, and this role exists to give it full-time ownership and to give our GTM leaders the continuous, embedded financial partnership they need to operate at the next level. This role blends core FP&A with the strategic work of bringing rigor, clarity, and continuity to our GTM investments and inputs, reporting to our Head of Strategic Finance.

As a Finance Manager, you will:

• Own our GTM forecasting models across pipeline, bookings, ARR, revenue, CAC payback, and efficiency metrics
• Build bottoms-up sales capacity and hiring models and tops-down pipeline models by segment
• Partner with Sales, Marketing, Customer Success, and Recruiting, helping them understand performance drivers, define the right measures of success, and operationalize plans to hit their goals
• Drive annual planning, quarterly re-forecasts, and scenario modeling
• Analyze funnel conversion, pipeline health, sales productivity, retention, NRR, and expansion trends
• Define and maintain the core assumptions that drive our GTM models: ramp times, win rates, time to close, conversion rates, pipeline generation targets, and marketing efficiency benchmarks
• Support pricing and packaging analysis across new products, segments, and enterprise opportunities
• Translate complex data into clear narratives for executive and board audiences
• Assist with sales compensation modeling, deal desk support, and incentive design
• Build and refine the planning processes, operating cadences, and financial infrastructure needed to support Workshop’s next phase of growth.

To be successful in this position, you will need:

• 6+ years of experience in FP&A, strategic finance, investment banking, or consulting
• Deep understanding of SaaS business models and metrics
• Experience understanding margin drivers and unit economics across GTM motions, channels, and customer segments
• Strong financial modeling and analytical skills in Excel / Sheets
• Experience partnering directly with Sales and/or Marketing leadership on planning and investment decisions
• Strong executive communication and storytelling ability
• Comfort operating in ambiguity and fast-moving environments.

Bonus points if you have:

• Experience with BI and/or planning tools like Looker, Mode Analytics, Tableau, Pigment, Runway, or Anaplan
• Familiarity with HubSpot and RevOps tooling and concepts
• Exposure to sales compensation design or deal desk operations
• Experience building GTM capacity models or headcount planning frameworks from scratch
• Background at a high-growth SaaS company
• Ability to build frameworks and make recommendations when historical data is limited or processes don’t exist yet

Compensation and benefits:

• Competitive compensation
• Healthcare
• Stock options
• 401k
• Unlimited vacation
• Flexible work environment

About Workshop

Workshop is a fast growing, venture-backed startup based in Omaha, Nebraska and we’re on a mission to create more happy Mondays for employees everywhere. We build software to help internal communications teams create, send, and measure multi-channel, employee-centric campaigns.