Drive B2B sales with clear data, automated follow-ups, and built-in insights. Manage accounts and act fast at every step of the customer journey. Backed by NEA.
About the role
If you’re excited to help shape what’s next in AI-driven CRM—and build technology that drives real outcomes—we’d love to meet you. The FP&A Manager will be a senior contributor responsible for financial planning, budgeting, forecasting, reporting, and decision support across the organization. Reporting to the VP of FP&A, you will take ownership of core FP&A processes and partner directly with business leaders to translate operating plans into financial outcomes.
What they're looking for
- Consolidate departmental inputs into a cohesive company outlook and assess the reasonableness and consistency of underlying assumptions
- Develop scenario and sensitivity analyses to evaluate business decisions, investment alternatives, and changes in operating assumptions
- Maintain a clear understanding of the company's financial outlook, including revenue, profitability, cash flow, working capital, and key business drivers
- Identify forecast risks and opportunities proactively, quantify their potential impact, and recommend appropriate actions
- Guide business leaders through forecasting, headcount planning, expense management, and investment modeling
- Challenge assumptions constructively and help budget owners develop financially sound and operationally realistic plans
More about this role
About SugarAI
SugarAI is redefining CRM for the age of AI.
We’re delivering on the original promise of CRM—turning fragmented customer and revenue signals into clear, prioritized action. Instead of more dashboards or surface-level insights, we help teams focus on what matters most and know exactly what to do next.
More than two decades after our founding, we’re entering a new chapter with clarity and momentum—building intelligent, intuitive solutions that work within the flow of how teams actually sell and serve. We’re focused on solving complex, real-world challenges where relationships, context, and precision make all the difference.
Our global team is united by a shared commitment to impact, ownership, and continuous growth. We create an environment where thoughtful ideas move quickly, where people are trusted to lead, and where flexibility supports how great work gets done.
If you’re excited to help shape what’s next in AI-driven CRM—and build technology that drives real outcomes—we’d love to meet you.
Where You Fit In
The FP&A Manager will be a senior contributor responsible for financial planning, budgeting, forecasting, reporting, and decision support across the...
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