Strategic Finance

About Nooks.ai: Nooks is an applied AI lab building the Agent Workspace for GTM. We design AI agents that operate across the full sales action set, from account strategy to prospect research and outreach. Building 0→1 has never been easier, but selling at the speed of the market remains the last frontier for AI. Our mission is to 10x every seller by automating the busywork so they can focus on what humans do best: closing deals.

Today, over 1,500 customers run on Nooks, including Notion, HubSpot, Cursor, and Rippling. We’ve raised $70M+ from top VCs like Kleiner Perkins, which made its first sales-tech investment in over a decade with us. Since then, we’ve tripled ARR each year for 3 years running and grown a high-caliber team turning the art of sales into a scalable science.

About the role Nooks is hiring a Strategic Finance professional in San Francisco to turn our financials into insights & decisions. You will own the company's KPI framework, drive unit economics, manage strategic initiatives, and partner with leaders to drive results.

Working directly with the VP Finance & senior leadership, you'll lead high-impact special projects across Finance, GTM efficiency, fundraising and new initiatives. This role sits adjacent to FP&A: FP&A builds the plan, and Strategic Finance works with them on execution, insights, and strategic decision making. You’ll be hands on, given significant ownership from Day 1, and be trusted to drive real change in our next phase of electric growth.

What you'll do Own and drive company KPIs

• Own Nooks' KPI framework and drive insights. Flag risks early and partner with department leaders on the actions that move the number

• Set targets with leaders and hold a regular operating cadence (monthly business reviews) that tracks progress against plan

• Build the dashboards and AI-powered workflows that give leadership a single, trusted view of the business

Shape business strategy

• Be a thought partner to the VP Finance and the executive team on growth strategy, capital allocation and investment trade-offs. Drive narratives.

• Build unit economics by segment, customer cohort and go-to-market motion to decide where we lean in

• Partner with Sales, RevOps, and Marketing on quota and capacity planning, GTM efficiency, and Pipeline analysis

• Own key parts of board and investor materials, and support fundraising and investor diligence

• Work with FP&A and Accounting so that variance analysis leads to decisions & action, not just explanations

• Run high-impact, cross-functional projects from 0->1, including scenario planning, commissions design, pricing economics, and other initiatives

About you

• 4–7 years in strategic finance, FP&A or corporate finance at a high-growth SaaS or AI company

• Expert financial modeling

• Outcomes-focused and a track record of driving real results. You challenge assumptions and ask why

• Fluency in SaaS metrics and unit economics, and how they connect to the P&L and cash

• Strong written and oral executive and inter-department communication skills. You can drive a narrative and be a strong business partner

• Hands-on building experience with AI tools in finance

• Strong Excel and Google Sheets skills. SQL, database, and a BI tool (Looker, Power BI, Hex or similar) are a strong plus

• High ownership, self-driven, and comfort in a fast-paced, rapid growth environment

• Experience in sales tech, GTM software or usage- and consumption-based pricing

• Exposure to fundraising, board reporting or investor diligence

Equal Employment Opportunity Statement Nooks is an equal opportunity employer committed to fostering a diverse and inclusive workforce. We believe in providing equal employment opportunities to all individuals regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other characteristic protected by law. Nooks does not discriminate in hiring, promotion, compensation, or any other employment practices, and we are committed to ensuring a workplace that is free from discrimination, harassment, and retaliation. We encourage individuals from all backgrounds to apply and join our team.