What are the responsibilities and job description for the SaaS Software Controller position at BetterTracker (by Channel Program)?
Job description:
This is a hands-on role that sits at the intersection of Operations, Sales, and Marketing, driving alignment between financial outcomes and go-to-market performance. You will play a critical role in scaling from early-stage operations to a repeatable, data-driven revenue model, while partnering closely with an outsourced accounting firm to execute core accounting operations.
What You’ll Own
1. Financial Reporting
- Work with current outsourced accounting firm on monthly, quarterly, and annual close processes
- Oversee and manage the outsourced accounting firm to ensure timely and accurate execution
- Ensure accuracy and completeness of financial records
- Build internal controls
2. Revenue Accounting & Compliance
- Own revenue recognition across SaaS and data products
- Improve visibility into revenue, bookings, and financial performance
3. Revenue Infrastructure
- Own and scale HubSpot architecture and data model
- Build and maintain clean data, automation, and reporting systems
- Evaluate and implement tools (CPQ, billing, analytics)
4. Quote-to-Cash & Billing Transformation
- Design and optimize the full quote-to-cash lifecycle
- Lead transition from HubSpot Payments to Stripe and billing workflows
- Ensure tight integration between CRM, billing, and accounting systems
- Oversee invoicing, collections, and cash application (in partnership with outsourced firm)
5. Sales Performance, Forecasting & Metrics
- Implement forecasting models across products and segments
- Improve pipeline visibility, deal hygiene, and conversion tracking
- Standardize definitions for key metrics (ARR, CAC, conversion rates, pipeline velocity)
- Deliver reporting and insights to improve GTM performance
- Align pipeline activity with financial reporting
6. Financial & Data Strategy
- Partner with leadership on pricing and monetization strategies
- Analyze profitability across product lines and customer segments
- Support financial modeling for data and subscription products
- Align financial planning with revenue strategy
7. Cross-Functional Leadership
- Act as the bridge between Finance and GTM teams
- Partner closely with Sales, Marketing, Product, and leadership
- Translate operational activity into financial insights
- Drive scalable processes that support growth
- Serve as the primary internal owner coordinating with the outsourced accounting partner
What We’re Looking For
Required
- 7 years in Accounting, Finance, or Revenue Operations roles
- Experience in SaaS or recurring revenue business models
- Strong knowledge of GAAP and ASC 606 revenue recognition
- Experience managing or partnering with outsourced accounting firms
- Deep experience with HubSpot (architecture, reporting, automation)
- Experience building and managing quote-to-cash processes
- Familiarity with Stripe or similar billing platforms
- Strong analytical, systems, and Excel skills
Preferred
- Experience in data or analytics businesses
- Experience in RevOps or Sales Operations leadership roles
- Experience with multi-product or multi-ICP sales models
- Familiarity with MSP / IT channel ecosystems
- Experience with CPQ or advanced billing systems
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Employee stock purchase plan
- Health insurance
- Life insurance
- Unlimited paid time off
- Vision insurance
Experience:
- SaaS Metrics / KPIs: 3 years (Required)
- Work Location: Remote