Senior Solutions Manager, Revenue & Finance Product - PerchPeek

Hello! 

Thanks for checking out our job posting for the role of Senior Solutions Manager, Revenue & Finance Product at PerchPeek. You’ve already taken a tiny step towards being a part of our team—huzzah! We know that taking your next career step is as exciting as it can be exhausting. So, with that in mind, we’ve tried to keep our description simple and cliché-free to help you decide if PerchPeek and this role are a good match for you.

Please note this role is fully remote and is not restricted to the listed location. However, due to the needs of the role we are looking for candidates who are based within GMT +/-5 and have experience working autonomously.

What is PerchPeek?

At PerchPeek we dream of a borderless world where people have the freedom to live and work where they please. Where ideas and resources flow where they’re most needed unrestricted by national borders. We strive to create a world of opportunity for everyone, anywhere – one move at a time.

We’re building a streamlined Mobility ecosystem to empower businesses and individuals to move anywhere in the world. We support employers and employees through every stage of the relocation process, providing an affordable, scalable, high-value service, powered by technology and relocation expertise.

Have you ever relocated? If so, you probably know how overwhelming it can be—immigration hoops, tax implications, housing, shipping, utilities, banking…the list goes on. No matter where in the world you go, relocating is complicated, time-intensive, and stressful. PerchPeek was conceived to change that.

For relocators, our goal is to guide them through every step of their move with a delightful mix of tech, coaching, content, and partnerships which work together to make relocating simpler, faster, and more fun. 

For employers, we streamline the entire process of supporting international Mobility into one easy-to-use platform, turning Mobility into a strategic advantage for thriving globally.

Now you know why we’re so passionate about what we do!

The Role

This unique hybrid role bridges revenue operations, product development, and financial services, with a primary focus on advancing PerchPeek’s revenue operations and integrating client-focused financial services into our product suite. You will blend operational excellence with innovation to drive large-scale system, process, and product improvements in a structured and effective manner. You should be equally comfortable diving into the details of process design and stepping back to see the bigger strategic picture. This role reports to the Head of Operations and will work with senior stakeholders across Finance, Sales and Product teams to enhance efficiency, support client onboarding, profitability analysis, and tool integrations in both internal and external financial functions.

Responsibilities

Whilst every role in a startup has a degree of flexibility over time, here is what we see as the role’s main responsibilities:

Financial Product Development

• Own the development of our Finance-as-a-Relocation-Service (FaaRS) product lines for both clients and customers
• Collaborate with Product team and Executives to define and execute the technical roadmap for FaaRS
• Act as Product Owner for financial tools development, creating robust documentation and testing solutions
• Evaluate and recommend external tools and manage their implementation, including training and monitoring adoption

Revenue & Finance Operations

• Lead the continuous assessment and optimization of revenue operations processes, maintaining detailed process documentation and scalability
• Develop and implement automated processes and financial tools for accurate revenue recognition across CRM and accounting platforms
• Drive the integration of financial platforms and manage tool rollout projects, including training initiatives
• Collaborate with internal financial functions to implement financial tools, integrations, and automations to streamline operation

Client Financial Management

• Lead financial onboarding processes for new clients, including process mapping, advisory services, and systems setup
• Develop and maintain client financial reporting frameworks
• Analyze client profitability at the account level and collaborate on pricing strategy optimization with the GTM, Finance, and Operations teams

Collaboration and Stakeholder Engagement

• Proactively own relationships with key partners, including Head of Finance and VP Product, to ensure effective collaboration
• Ensure accurate and polished client-facing deliverables and maintain strong communication and documentation with external and internal stakeholders

Requirements

The type of person we think will be awesome at this will likely have the following range of qualities and experience:

• 5-8 years of experience in either Financial Operations / working on a Finance Product / Revenue Operations
• Strong understanding of financial principles and accounting concepts
• Demonstrated experience with Hubspot CRM and Xero accounting platform
• Proven track record in financial product/service development
• Excellence in analytical and problem-solving skills
• Experience in process automation and scaling operations
• Strong project management capabilities
• Demonstrated ability to drive large-scale systems and process changes

Beyond these great attributes, we’re especially interested in candidates with the below skills or qualifications:

• Experience in a scaling FinTech environment
• Demonstrated ability to work autonomously
• Track record as a financial SME in external-facing roles
• Experience in training delivery and change management
• Proficiency with data analysis and reporting tools

Pay & Benefits

Salary

Total compensation packages are based on a wide array of factors unique to each candidate, including but not limited to demonstrated skill set, years and depth of relevant experience, location and some role-dependent factors. We’ll be happy to discuss this during the interview process.

The PerchPerks

• Company share options - be a business owner and have your very own little piece of PerchPeek. 
• Flexible Holiday and Leave - you’ll receive all statutory holiday plus wellbeing leave and flexible annual leave for you to rest, relax, or recharge as you see fit.
• Work from Anywhere - PerchPeek is a fully distributed company that supports employees in working wherever they’d like to be within the parameters of your role’s requirements. We offer an allowance to ensure your working environment suits you.
• Learning & Development Budget - so you can be proactive about learning something fun outside of your core role
• Regular socials, an annual offsite, and a meetups budget - or time spent turning colleagues into friends (corny but we don’t care).

Ready to be a Perchy?

Firstly, no need for a full cover letter (phew)! Please just share your resume and answer our small number of get-to-know-you questions.

If we think we’re well matched, you’ll be invited to a video call with one of the PerchPeek team so we can get to know each other a bit better. 

We hope you’re as excited to apply as we are to hear from you. Good luck!

Note: Studies show that women and people of colour are less likely to apply for jobs unless they believe they meet every single one of the qualifications as described in a job description. We are an Equal Opportunity employer committed to a diverse and representative team. Whatever your gender, race, religion, age, sexual orientation, marital status or disability - we want to hear from you! We would strongly encourage you to apply, even if you don't believe you meet every one of the qualifications described.