Hi, my name is zhi li, cfo, and i am looking for a vice president of finance to lead and evolve customer.io's finance and accounting functions as we scale.
over 8,000 companies — from scrappy startups to global brands — use our platform to send billions of emails, push notifications, in-app messages, and sms every day. Customer.io powers automated communication that people actually want to receive. We help teams send smarter, more relevant messages using real-time behavioral data.
reporting to the cfo, you'll oversee both
finance and accounting
, shaping how we plan, invest, report, and operate with financial discipline. You'll partner closely with the executive team to translate strategy into measurable financial outcomes — ensuring we grow efficiently while maintaining rigor, transparency, and strong governance.
this is a strategic leadership role with company-wide scope. You'll lead long-range planning, elevate capital allocation discipline, strengthen financial systems, and help shape the financial narrative presented to our board and future investors.
what we value
clarity and transparency.
we communicate financial insights in ways that build trust and drive alignment.
business partnership.
finance is a strategic advisor — helping leaders see around corners and make informed tradeoffs.
bias for action.
we value thoughtful analysis, but we don't let perfection slow progress.
operational excellence.
we build scalable systems, processes, and governance that support durable growth.
curiosity and rigor.
we ask strong questions, challenge assumptions, and focus on the real drivers of performance.
collaboration over silos.
we connect strategy, execution, and financial outcomes across the company.
inclusive leadership.
we foster diverse perspectives and build strong, accountable teams.
what you'll do
lead long-range planning, translating our strategic roadmap into a multi-year financial model that supports disciplined growth.
partner with the cfo on capital structure strategy, resource allocation, and potential financing or m&a transactions.
shape the financial narrative for board meetings and executive decision-making.
oversee accounting to ensure audit readiness, compliance, and strong internal controls.
strengthen financial reporting accuracy, transparency, and governance across the organization.
optimize and evolve finance/accounting systems (erp, planning, billing) to ensure data integrity and scalability.
lead fp&a analysis on saas metrics, including cac, ltv, nrr, gross margins, rule of 40, etc.
partner cross-functionally to improve operational efficiency, gtm performance, and forecast accuracy.
ensure functional metrics are clearly connected to company-wide financial outcomes.
what we're looking for
15+ years of increasing levels of responsibility in finance leadership with experience in corporate finance, investment banking or private equity.
proven experience leading long-range planning and board-level financial narrative in a high-growth saas environment.
strong capital allocation judgment, with exposure to fundraising, capital structure strategy, and/or m&a.
deep expertise in saas metrics and unit economics, forecasting and financial modeling.
experience building scalable finance systems and strengthening governance as complexity increases.
demonstrated success leading and developing high-performing finance and accounting teams.
executive presence and strong written and verbal communication skills.
a pragmatic, collaborative leader who balances rigor with business partnership.
why you'll love this role
strategic scope:
lead finance end-to-end — finance and accounting — at a pivotal stage of scale.
capital influence:
help shape investment decisions and long-term capital strategy.
executive partnership:
work closely with the cfo and leadership team to guide company-wide decisions.
board visibility:
elevate and own the financial narrative presented to our board.
build & scale:
strengthen systems, governance, and planning to support our next chapter of growth.
salary range for this role is
$267k – $302k usd
(or equivalent in local currency) depending on experience and subject to market rate adjustment.
benefits include 100% coverage of medical, dental, vision, mental health, and supplemental insurance premiums for you and your family; 16 weeks paid parental leave; unlimited pto; stipends for remote work and wellness; a professional development budget; and more.
no gotchas, no trick questions
– just a clear, human process designed to help both of us make an informed decision.
interview process
30-minute video call with recruiter
45-minute video call with hiring manager
3 x 45-minute interviews with c-level team members
60-minute case study + review call
all final candidates will be asked to complete a background check and employment verifications as part of our pre-employment process.
as set forth in customer.io's equal employment opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
customer.io is committed to increasing inclusion and equity within the tech industry. We strive to build an inclusive team culture, implement bias-free hiring practices, and develop community partnerships to expand our global impact.
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