Strategic Finance Manager

Great customer support requires human agents and AI in perfect balance and Assembled is the only unified platform that orchestrates both at scale. Companies like Canva Etsy and Robinhood use Assembled to coordinate their entire support operation — in-house agents BPOs and AI — in a single operating system. With AI Agents that resolve cases end-to-end AI Copilot for agent assistance and AI-powered workforce management that optimizes both human and AI capacity Assembled helps teams deliver faster better service while making smarter decisions about how to staff and automate. Backed by $71M from NEA Emergence Capital and Stripe we're building the platform that makes AI and human collaboration actually work.

The Role

Finance at Assembled isn’t a back-office function — it’s a 3-person team with outsized leverage on our path to profitable growth. You'll join a group that cut its teeth at pre-IPO Square and Salesforce.

Your day-to-day will involve building and maintaining AI-native workflows in Claude and end-to-end dashboards in Hex that automate the toil of a “classic” finance team and free us up for the work that matters. You’ll own the hands-on craft of our financial operating system — modeling our path to profitability pricing our blend of seat-based and usage-based products and capacity planning for our global sales team — work that informs strategic decisions at the executive and founder level.

This is a substantive role for someone who wants to do real finance work at an inflection point learn directly from a seasoned finance leader and grow into more scope as the business expands.

This is an onsite role based in our San Francisco office five days a week (Monday–Friday).

• Build and maintain Assembled's operating model and unit economics framework

• Support the annual quarterly and long-range planning cycles end-to-end

• Partner cross-functionally with business leaders across GTM Product Engineering and G&A on budgeting forecasting and investment evaluation

• Track the financial and operational KPIs that matter; build the dashboards and reporting that drive accountability

• Contribute to board-level financial materials and support future fundraising processes

• Monitor cash flow burn ARR and other key metrics; deliver timely reporting and insights

• Partner with Accounting to streamline close processes and improve reporting cadence

• Drive ad-hoc analyses — pricing packaging COGS segmentation GTM efficiency — that inform strategic decisions

• 3–7 years of experience across Strategic Finance FP&A investment banking or private equity

• Direct operating experience inside a high-growth SaaS business strongly preferred

• Track record of building financial models from scratch not just maintaining them

• Working understanding of SaaS drivers — ARR NRR gross margin CAC payback — and how they scale

• Exceptional financial modeling skills in Excel/Google Sheets; comfort with large datasets

• Excellent communicator; can translate analysis into clean narratives for executive audiences

• High ownership mentality; thrives in ambiguity and drives work to completion

• Nice to have: SQL or BI fluency experience with NetSuite/Salesforce/Ramp prior investment banking background

• Generous medical dental and vision benefits

• Flexible time off

• Monthly credits for professional development general wellness Assembled customers and commuting

• Paid parental leave

• Catered lunches every day (M–F) and fully stocked SF office

• 401(k) plan enrollment

We know great candidates don’t always meet every requirement listed in a job description. If the role excites you and you believe you can make an impact at Assembled we encourage you to apply. We value diverse perspectives and are committed to building an inclusive workplace where everyone feels like they belong and has the opportunity to do their best work. We look forward to hearing from you!

For United States Applicants:
Assembled participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the United States.
For United Kingdom Applicants:
Assembled is required to verify your right to work in the UK and will conduct a Right to Work check prior to employment in accordance with applicable law.

What We Do

Industry leaders like Etsy Robinhood and Stripe trust Assembled to provide customer-facing AI agents and workforce planning at scale. We automatically resolve millions of interactions through chat email and phone while optimizing staffing for hundreds of thousands of support professionals. Our mission is to elevate customer support through AI-powered software that makes life easier for customers and employees.

Why Work With Us

Assembled is built on the belief that great teams like great support agents lead with empathy ownership and action. We work transparently give and receive feedback as a gift and show up for each other across roles. It's a culture where titles take a back seat to impact and everyone’s invested in building something that truly supports people.

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