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Strategic Finance Lead - Ai

perplexity

Híbrido San Francisco
AI Advertising

Job Score

100 pts
Hybrid model (+80) AI (+10) Advertising (+10)

About the Role

We are seeking a Strategic Finance Lead to help lead the economics of our AI products. In this role, you will be a key partner to our product, inference, and data teams, providing financial expertise to optimize model spend and drive pricing and margin decisions.

In this role, you'll develop deep expertise in the unit economics of AI products, from per-request serving cost to consolidated product-level margin across our portfolio. You'll build the models that inform Perplexity's pricing, packaging, and model-deployment decisions, own the product-margin methodology that reconciles revenue and inference cost from production data, and translate complex model economics into clear financial narratives for leadership.

This is a high-impact role for someone who thrives at the intersection of finance and AI product strategy, and who is energized by building frameworks from scratch in a fast-moving environment.

This position is based in San Francisco and requires in-person attendance 2-3 days per week.

Key Responsibilities

  • Finance lead for inference and model spend, including budgeting, monthly forecasting, variance analysis, and financial plan maintenance

  • Build and maintain product-margin models across the product portfolio, reconciling revenue, serving cost, and gross margin from production usage data

  • Develop deep expertise in model provider contracts, pricing structures, and cost drivers, and surface optimization opportunities across the model portfolio and routing mix

  • Serve as subject matter expert for product unit economics, owning source of truth on cost per request, margin by product and tier, and customer-segment and feature-level economics

  • Own the consolidated model-cost forecast, translating product roadmaps and model transitions into forward-looking spend and margin trajectories

  • Analyze the margin impact of pricing, packaging, and model-deployment decisions, distilled into a framework for product and pricing strategy

  • Partner closely with product, inference, and data engineering to understand how usage and serving cost scale, and translate those technical dynamics into financial frameworks

You May Be a Good Fit If You Have

  • Exceptional analytical skills with an ability to synthesize data into compelling insights and develop complex financial operating models

  • Extraordinary problem-solving and critical thinking abilities to develop new frameworks for assessing product margin and unit economics in a rapidly evolving industry

  • Attention to detail and patience for getting to the source of truth on complex and interconnected usage, revenue, and cost data

  • Comfort working cross-functionally and are adept at communicating complex financial information to non-finance audiences

  • Sound commercial judgment across pricing, packaging, discounting, and the tradeoffs between growth and margin

  • A proven track record of partnering with technical and product teams to drive financial optimization initiatives

  • A bias toward action, strong work ethic, and experience driving operational outcomes under tight timelines

  • Background in AI, ML, or consumption-based business models with complex cost structures

Preferred Qualifications

  • 4+ years of experience in strategic finance, private equity, growth equity, consulting, or investment banking, preferably with software or AI product experience

  • Experience in AI or LLM product financial management, including direct work with model providers or inference platforms

  • Deep expertise in usage-based pricing, subscription economics, and gross-margin and COGS attribution by customer and model family

  • Experience with model serving economics, including how latency, throughput, and token usage flow through to margin performance

  • Proficiency with financial modeling tools

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About Artificial Intelligence

Artificial Intelligence is currently the fastest-growing field in the technology market. The revolution in generative models (GPT, Claude, Gemini) has created massive demand for AI-specialized professionals.

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AI salaries are the highest in the technology sector, with many remote work opportunities at international companies.

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Tech & Remote Glossary

Stop getting lost in interviews and job descriptions

The job market, especially within tech and global companies, has developed its own dialect. Not understanding these acronyms can make you lose valuable opportunities or poorly negotiate your contract. To end this problem, we created the Definitive Glossary for the Remote Professional.

🏢 Work Models & Routine

Async (Asynchronous Work)
A communication model where responses don't need to be immediate. Instead of back-to-back meetings, the team relies on well-structured documents, threads, and messages. It's the gold standard for global companies spanning multiple time zones.
Sync (Synchronous Work)
The opposite of Async. It requires the team to be online and available at the same time for meetings, live chats, and real-time collaboration.
Daily / Stand-up
A quick daily meeting (usually 15 minutes) common in Agile (Scrum) methodologies. The team answers three questions: What did I do yesterday? What will I do today? Are there any blockers?
All-Hands / Town Hall
A company-wide meeting involving all employees. Usually led by the founders (C-Levels) to present results, new goals, and answer team questions.
1:1 (One-on-One)
A recurring individual meeting between a professional and their direct manager. It is used for career alignment, feedback, and problem-solving, not just for project status updates.

💰 Contracts, Benefits & Compensation

PTO (Paid Time Off)
Instead of strict, categorized leave policies, modern US companies usually offer a flexible pool of days (e.g., 20 days of PTO, or even "Unlimited PTO") that you can use for vacations, sick days, or personal matters, while receiving your regular compensation.
Equity / Stock Options
Company ownership. The startup offers you the right to buy shares at a heavily discounted strike price in the future. If the company grows, goes public, or is acquired, these shares can be highly lucrative.
Vesting (Vesting Schedule)
The rule that controls your Equity. It usually lasts 4 years. You don't get all the shares on day one; you "earn" them gradually as you stay with the company. A "1-year Cliff" means you must stay for at least one year to receive your first batch of shares.
RSUs (Restricted Stock Units)
Unlike Stock Options (where you have the right to buy the stock), RSUs are actual shares the company grants you as a bonus or part of your compensation package, following a strict Vesting schedule.
Independent Contractor (1099 / B2B)
The most common international hiring model for global talent working for US companies. You act as a service provider (business-to-business), receiving the gross salary (often six-figure compensation) without standard local payroll tax deductions at the source.

🤖 Recruitment & Hiring Process

ATS (Applicant Tracking System)
The "robot" that reads your resume. Software like Greenhouse, Ashby, and Workday are used to filter candidates by keywords before a human even looks at the document. (Pro tip: this is why your resume must be clean, semantic, and have the right keywords).
JD (Job Description)
The document that lists the responsibilities, technical requirements, and benefits of the open position.
Cultural Fit
The interview stage that evaluates if your core values, communication style, and worldview align with the company's culture. This is the ultimate test of your Soft Skills.
Onboarding
The integration process. It's the period of your first few weeks at the company, where you get your access credentials, learn about the culture, study the internal documentation, and understand how the product works.

🚀 How to use this to your advantage?

The secret isn't just knowing what these acronyms mean, but using them actively. If during an interview for a premium tech role you ask, "How does your PTO policy and Vesting schedule work?", the recruiter will immediately perceive you as a high-level professional, familiar with the global market standards.

The remote job market requires preparation. And having the right vocabulary is the first big step to securing six-figure proposals and standing out among thousands of applicants.

Expert Tip

The New Account Manager Profile: How to Land the Best Remote B2B SaaS Jobs

The Evolution of Account Management: Beyond Relationship Building

If you are aiming for an Account Manager (AM), Key Account Manager (KAM), or Enterprise Account Director role in 2026, it is crucial to understand that the traditional "order-taker" profile focused solely on charisma is a thing of the past. In tech companies, especially within the B2B SaaS (Software as a Service) model, Customer Acquisition Cost (CAC) is higher than ever. Consequently, retaining and expanding the existing customer base are now the primary drivers of profitability.

Recruiters at tech giants and hyper-growth startups are looking for hybrid professionals: individuals with sharp emotional intelligence, but who also possess strong analytical skills to interpret usage data and prevent churn. If your resume does not reflect this duality, you will quickly be filtered out by modern ATS algorithms.

3 Critical Skills to Make Your Resume Stand Out

1. Mastery of Data-Driven Strategies

An elite Account Manager does not wait for the client to complain before taking action. They actively monitor account health. During interviews, you must be able to discuss how you leverage CRM tools (like Salesforce, HubSpot, or Pipedrive) and Customer Success platforms (like Gainsight or Totango) to identify Upsell and Cross-sell opportunities.

"B2B sales teams that adopt data-driven and AI-backed strategies perform substantially better in customer retention and account expansion."

— Gartner Report on B2B Sales

2. Bridging the Gap Between Client and Engineering (Product Feedback Loop)

You will act as the voice of the customer within the company. The most competitive roles require the AM to translate client business pains into actionable insights for Product Managers (PMs) and Software Engineers. In your portfolio of achievements, always mention how your clients' feedback helped shape the product roadmap, resulting in new features and increased Net Promoter Scores (NPS).

3. Asynchronous Communication and Remote Strategic Consulting

With remote work firmly established globally, traditional in-person business lunches have been replaced by strategic Zoom calls and asynchronous alignments. You need to demonstrate your ability to lead a Quarterly Business Review (QBR) effectively in a remote setting, presenting ROI (Return on Investment) reports that easily justify contract renewals.

Practical Interview Tips

When you reach the interview stage with a VP of Sales or Head of Customer Success, drop the generic speech and bring concrete numbers to the table. Structure your answers using the STAR method (Situation, Task, Action, Result).

  • Focus on Net Revenue Retention (NRR): Do not just state how many accounts you managed; explain how you successfully grew the revenue of those accounts over time.
  • Conflict Resolution: Have a ready-to-tell example of an "at-risk" account that you managed to turn around and save from churning.
  • Onboarding and Adoption: Explain your methodology for ensuring that the client fully adopts and utilizes the software from day one.

The Path to Six-Figure Remote Roles

The US tech market remains highly competitive, with enterprise account roles in startups and scale-ups consistently offering six-figure base salaries plus aggressive OTE (On-Target Earnings). However, simply applying through standard job boards often leads your resume straight into a black hole. To access the "hidden job market" of premium US Remote opportunities, smart networking and utilizing curated tech platforms are absolute requirements.

"The best sales opportunities are not the ones you merely apply for; they are the ones your reputation and network qualify you for in advance."

— Harvard Business Review: The Future of B2B Sales