Sr. Manager GTM Finance Business Partner

Overview

About the Role & Team

We are seeking a strategic and analytically driven Go-To-Market (GTM) Finance Business Partner to join our Strategic Finance organization. Reporting to the Senior Director of GTM Finance, this role serves as the primary financial partner to our Sales, Marketing, and Customer Service organizations and partners closely with cross-functional teams in FP&A, Revenue Operations, HR, and Accounting.

You will play a critical role in driving business performance by translating financial data into actionable insights, influencing go-to-market strategy, and ensuring disciplined resource allocation across the revenue-generating functions of the business.

What You’ll Do

This role is critical in ensuring the GTM organization delivers efficient, scalable revenue growth. By combining financial rigor, operational insight, and advanced analytics, the GTM Finance Business Partner enables the company to make smarter decisions, move faster, and compete more effectively in the market.

Strategic Business Partnering

• Serve as the dedicated finance business partner to Sales, Marketing, and Customer Service leadership, building trusted relationships that influence decision-making and business strategy.• Provide financial counsel to functional leaders on investments, headcount, and program spend to optimize return on investment.• Participate in and contribute to GTM leadership meetings, MBRs, and strategic planning sessions.

Planning, Forecasting & Performance Management

• Lead annual budgeting for Sales, Marketing, and Customer Service functions, as well as weekly and monthly Sales forecasting.• Develop and maintain detailed financial models to support GTM planning, scenario analysis, and strategic initiatives.• Partner with FP&A and Accounting teams to ensure accurate and timely financial reporting across supported functions.• Build and maintain scalable models for bookings, revenue forecasting, and pipeline conversion.• Analyze sales productivity, marketing ROI, and customer success efficiency to optimize resource allocation.• Deliver clear, concise financial reporting and variance analysis to senior leadership, highlighting risks and opportunities.• Translate complex financial data into compelling narratives that drive alignment and action across business partners.

Go-To-Market Investment Optimization

• Evaluate the efficiency and effectiveness of sales capacity, marketing program spend, and customer service investments.• Conduct ROI analyses on major GTM initiatives, campaigns, and tooling investments.• Support territory planning, quota setting, and sales compensation modeling in collaboration with Sales Operations and HR.

AI-Driven Analytics & Process Improvement

• Champion the adoption of AI and machine learning tools to automate recurring finance processes, including budget consolidation, headcount reconciliation, variance reporting, pipeline health analysis, and generating business insights.• Partner with Revenue Operations and Data Engineering to build and maintain AI-powered dashboards and self-service reporting tools that surface actionable GTM performance insights to business leaders.• Stay current on emerging AI and fintech tools relevant to GTM finance, evaluating and piloting solutions that improve the team's analytical capabilities and operational efficiency.• Identify and implement improvements to financial planning processes, reporting infrastructure, and analytical frameworks supporting GTM functions.

What You Bring

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.• 8+ years of progressive finance experience, with at least 3 years in a finance business partner or FP&A role supporting commercial/GTM functions.• Demonstrated experience supporting Sales, Marketing, and/or Customer Service organizations.• Strong financial modeling, forecasting, and analytical skills, with a commitment to data accuracy, intellectual curiosity, and evidence-based decision-making.• Ability to communicate complex financial information clearly and persuasively to non-finance audiences.• Hands-on experience with AI-powered analytics and tools; experience evaluating, implementing, or scaling AI tools within a finance context.• Strong organizational skills with the ability to manage competing priorities and deliver high-quality work on time.

Preferred

• MBA or CPA preferred.• Experience in a SaaS, technology, or high-growth company environment.• Familiarity with SaaS metrics (ARR, NRR) and GTM motion best practices.

Travel Requirements: Domestic travel required 3–4 times per year.

Work Model: Hybrid if located in Boston; 100% remote if located outside of Boston.

Why This Role Stands Out At IDC, your work helps shape how the world understands technology and where it goes next. You collaborate with curious, high-caliber colleagues who value rigor, integrity, and shared success. As the premier global provider of trusted technology intelligence, IDC equips business and technology leaders with the evidence they need to make confident decisions. Our insights inform strategy, investment, and innovation across industries and regions.

 

Recognized by IIAR as Analyst Firm of the Year for five consecutive years, IDC sets the standard for credibility and impact. With more than 1,000 analysts worldwide and a truly global perspective, we combine deep expertise with practical relevance. Here, your ideas matter, your voice is heard, and your contributions provide the insights leaders rely on every day. It is meaningful work, backed by a culture that supports growth, collaboration, and long-term career development with a globally respected brand.

What We Offer

• 15 vacation days (prorated based on start date)
• 12 company-paid holidays
• 6 paid sick days (prorated based on start date; may vary by state)
• Medical, dental, and vision coverage
• 2 floating holidays (prorated based on start date)
• 1 volunteer day
• 401(k) company match (IDC matches 3% on the first 6% of employee contributions)
• Company-paid short-term disability
• Company-paid life insurance
• Company-paid parental leave

Compensation Transparency

At IDC, we are committed to fair and equitable pay practices. Employees are compensated equitably for their work, aligned with their skills and experience. Salary and incentive structures are determined through a rigorous process that considers experience, education, certifications, role-specific requirements, internal equity, and verified U.S. market data from an independent third-party partner.The expected total annual compensation, depending on location and experience, is between $165,000 – $195,000, inclusive of base salary and variable compensation.

Equal Opportunity Employer

IDC is committed to providing equal employment opportunities for all qualified persons. Employment eligibility verification required. We participate in E-Verify.

 

IDC is currently able to employ remote workers in the following states: Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Washington D.C. (DC), Florida (FL), Georgia (GA), Illinois (IL), Indiana (IN), Kansas (KS), Massachusetts (MA), Maryland (MD), Maine (ME), Michigan (MI), Minnesota (MN), Missouri (MO), Mississippi (MS), North Carolina (NC), New Hampshire (NH), New Jersey (NJ), New York (NY), Ohio (OH), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), Tennessee (TN), Texas (TX), Utah (UT), Virginia (VA), Vermont (VT), Washington (WA), and Wisconsin (WI).

 

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