Strategic Finance & Operations

About Lightfield Lightfield is an AI-native CRM that assembles itself from your email, calendar, and meetings. It captures every interaction and turns it into organized context: accounts, tasks, follow-ups, and insights, so nothing slips through the cracks. We’re rethinking CRM from first principles. Instead of forcing teams to maintain rigid systems, Lightfield learns from how companies actually work, adapting, automating, and surfacing the insight that drives growth. We’re building the CRM platform we always wished existed: fast, intelligent, and genuinely helpful. The market agrees. Over 5,000 companies have used Lightfield since we launched in November, making us the fastest-adopted product in our category. We are backed by Greylock, Lightspeed, and Coatue, and our founders previously built Tome, a generative AI presentation product used by over 25 million people. Before Lightfield, our team worked on Llama, Instagram, Facebook Messenger, Pinterest, Google, and Salesforce.

About the Role We’re looking for someone to join our Strategic Finance & Operations team and help build the financial and operating infrastructure for Lightfield’s next stage of growth. You’ll work directly with our Head of Operations and closely with our CEO and leadership team across strategic finance, company planning, and business operations. You’ll help build the metrics, models, analyses, and processes we use to understand the business and make better operating decisions. This is a great opportunity for someone with strong financial and analytical training who wants to move from analyzing businesses to helping build one.

What You’ll Do

• Build operating metrics and reporting. Develop and maintain the dashboards, KPIs, and reporting we use to understand performance across revenue, growth, customers, spend, and efficiency.

• Support forecasting and planning. Help build and maintain financial models, forecasts, budgets, and headcount plans, and analyze performance against plan

• Run strategic analyses. Dig into company-level questions, bring together data from across the business, and turn analysis into clear insights that inform decisions

• Improve spend visibility. Build reporting around company spend, identify trends and opportunities, and provide the analysis needed to make better spending decisions

• Build operating infrastructure. Help establish the systems, processes, and reporting cadences we need to run the company with greater rigor as we grow

• Work cross-functionally. Partner with teams across the company to gather data, understand performance, and execute on cross-functional projects

• Support high-priority projects. Work directly with the Head of Operations on strategic, financial, and operational priorities as they emerge

Who You Are

• You have 2-5 years of experience in investment banking, private equity, venture capital, growth investing, strategic finance, or another highly analytical environment

• You have strong financial modeling and analytical skills and can build analyses from scratch

• You’re comfortable taking ambiguous questions, structuring the problem, and working with imperfect data to get to an answer

• You have strong business judgment and can turn complex analyses into clear, actionable takeaways

• You’re excited to work in a fast-moving startup environment and get into the weeds; prior startup or operating experience is a plus, but not required

Benefits & Perks

• Competitive salary

• Meaningful early equity

• Health insurance (medical, dental, vision)

• 3 weeks of PTO

• 11 paid company holidays + we enjoy a winter holiday break

• 3 months of paid family leave

• Wednesdays work from home

• Regular team dinners, events, offsites, and retreats

• 401k plan

• Other perks include: commuter and lunch stipend