analyst, finance

financial analyst 3 Jobs in San Francisco

financial analyst 3

portfolio analyst

retail analyst

pricing analyst

Gallup

<div><p><b>Shape the value behind Gallup's most transformative products.
</b></p><p>As a pricing analyst at Gallup, you'll apply analytical rigor, business acumen and creativity to help define the pricing of Gallup's evolving portfolio of subscription tools, digital platforms and learning experiences. Partnering with our finance and product teams, you'll analyze market data, model pricing scenarios and recommend go-to-market strategies for new innovations that blend software, science and human expertise.</p>
<p>
If you're energized by transforming data into pricing strategies that bring innovation to market and produce organizational growth, apply today.</p>
<p><b>
What You'll Do
</b></p><ul><li>Leverage data analytics and AI tools to model and evaluate pricing for new and existing products</li>
<li>Analyze customer segmentation, purchasing behavior and cost structures to inform go-to-market recommendations</li>
<li>Monitor and assess pricing impact on revenue, profitability and market share, identifying opportunities for optimization</li>
<li>Create and maintain financial models for forecasting and scenario planning</li>
<li>Prepare data-driven insights for senior management and cross-functional teams</li>
<li>Collaborate with product, sales and finance teams to test and refine pricing strategies in an evolving market</li>
</ul>
<p><b>Who We Want
</b></p><ul><li><b>Analytical thinkers</b> who test assumptions, apply lessons from different industries and transform complex data into insights that drive smart decisions<b>
</b></li><li><b>Strategic innovators</b> who see pricing as both a science and an art, balancing data-driven rigor with creative problem-solving<b>
</b></li><li><b>Curious learners </b>who ask smart questions, uncover opportunities and build expertise across customer groups, global regions and product categories</li>
<li><b>Credible collaborators</b> who build trusted relationships and earn buy-in through intellect and influence</li>
<li><b>Disciplined achievers </b>who are attentive to details, organize and manage multiple projects, and deliver high-quality work</li>
</ul>
<p><b>What You Need
</b></p><ul><li>Bachelor's degree in finance, economics, mathematics, statistics or a related field required</li>
<li>At least two years of experience in product pricing or pricing analytics required</li>
<li>Mastery of Excel required</li>
<li>Experience working in SaaS, technology, product-based or consulting organizations preferred</li>
<li>A commitment to working on-site at Gallup's San Francisco office at least three days a week required</li>
<li>Eligibility to work in the U.S. required; this position is not eligible for employment visa sponsorship</li>
</ul>
<p><b>What You'll Experience</b></p>
<ul>
<li><b>Mission-driven work:</b> Make a meaningful difference in the world with your unique contributions, commitment to service and exceptional outcomes.</li>
<li><b>An empowering culture: </b>Collaborate with smart, passionate people who love what they do and welcome your ideas, perspectives and experiences.</li>
<li><b>Learning and development: </b>Grow in your career as we invest in what you do best, encourage curiosity and create an environment where it's safe &mdash; and expected &mdash; to challenge the status quo.</li>
<li><b>Brand strength, startup energy:</b> Thrive in an innovative environment backed by a trusted brand.</li>
</ul>
<p><b>About Gallup</b></p>
<p>
At Gallup, we change the world, one client at a time, through extraordinary analytics and advice on everything important facing humankind. Learn more about our work and life at Gallup.</p>
<p>
Gallup offers a robust benefits package that includes medical, dental, vision, life and other insurance options; a fully vested 401(k) retirement savings plan with company matching; an employee stock ownership program; mass transit reimbursement; family-building benefits; an employee assistance program; and various reimbursements and activities that enhance our associates' wellbeing. We also offer an estimated annual salary range of $80,000-$150,000 for this role. Salaries are based on a variety of factors, including an individual's education, experience and skills.</p>
<p>
Gallup is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender identity, or any other legally protected basis, in accordance with applicable law.</p>
<p>
To review Gallup's Privacy Statement, please click this link: https://www.gallup.com/privacy. This privacy policy is meant to help you understand what information we collect, why we collect it, and how you can update, manage and delete your information. Your application and the information you provide will be processed and stored in the United States.</p></div>

Pricing Analyst

Expedia Group

<div><p>Expedia Group brands power global travel for everyone, everywhere. We design cutting-edge tech to make travel smoother and more memorable, and we create groundbreaking solutions for our partners. Our diverse, vibrant, and welcoming community is essential in driving our success.</p><p></p><p><b>
Why Join Us?</b></p><p>
To shape the future of travel, people must come first. Guided by our Values and Leadership Agreements, we foster an open culture where everyone belongs, differences are celebrated and know that when one of us wins, we all win.</p><p></p><p>
We provide a full benefits package, including exciting travel perks, generous time-off, parental leave, a flexible work model (with some pretty cool offices), and career development resources, all to fuel our employees' passion for travel and ensure a rewarding career journey. We&rsquo;re building a more open world. Join us.</p><p></p><div><h1 class="jobSectionHeader"><b>
Actuarial Data Scientist III- InsurTech Team</b></h1><p></p><p><b>
Introduction to the Team:
</b></p><p>We are seeking an Actuary with a strong passion for risk management, extensive expertise in insurance pricing, and a deep understanding of FinTech products to join our EG InsurTech team. In this role, you will be a pivotal contributor in supporting the growth and development of FinTech and insurance products. Your role will be highly analytical, with a primary focus on leveraging data to enhance our product offerings. You will have the opportunity to influence Expedia's financial outcomes and collaborate with senior leadership.</p></div><p></p><div><p><b>
In this Role, You Will:
</b></p></div><div><ul><li><p>Play a key role in data-driven product development for FinTech products, including travel insurance</p></li><li><p>
Apply actuarial principles to evaluate and enhance insurance product offerings and pricing strategies</p></li><li><p>
Conduct valuation of insurance products and assess associated liabilities</p></li><li><p>
Manage and optimize our claims fund, collaborating as needed with external actuaries from partner insurance organizations</p></li><li><p>
Provide actuarial insights and guidance throughout the product life cycle to ensure competitive pricing and efficient claims management</p></li><li><p>
Design end-to-end actuarial processes to support the development and pricing of scalable InsurTech products with a focus on FinTech</p></li><li><p>
Ensure compliance with relevant legal and accounting requirements, which may encompass both US and international standards</p></li><li><p>
Analyze data and build predictive models using tools such as Python and R to support product development</p></li><li><p>
Collaborate effectively with the broader product team within a coding environment while adhering to model development and maintenance best practices</p></li></ul></div><p></p><div><p><b>
Minimum Qualifications:
</b></p></div><div><ul><li><p>A bachelor's degree in a STEM field or equivalent experience</p></li><li><p>
5+ years of experience in actuarial or analytical roles</p></li><li><p>
Proficiency in analyzing traditional insurance and non-traditional data sets using Python and R</p></li><li><p>
Experience in conducting analyses in Excel and programming languages such as R and Python</p></li><li><p>
Experience in building and deploying statistical machine-learning models, such as linear regression, logistic regression, GLM, GAM, etc</p></li><li><p>
Experience interacting with Senior Management.</p></li></ul></div><p></p><div><p><b>
Preferred Qualifications:
</b></p><ul><li><p>An advanced degree in actuarial science, mathematics, statistics, or related fields, plus 5+ years of directly relevant actuarial experience</p></li><li><p>
A strong understanding of actuarial principles with an Associate or Fellow Actuary designation (FCAS, FSA, ACAS, ASA)</p></li><li><p>
A strong background in the insurance industry, ideally with experience in FinTech insurance products</p></li><li><p>
Proficiency in common machine learning programming languages such as Python, R, and Spark, and familiarity with various machine learning algorithms</p></li></ul></div><p></p>
The total cash range for this position in San Francisco is $149,000.00 to $208,500.00. Employees in this role have the potential to increase their pay up to $238,500.00, which is the top of the range, based on ongoing, demonstrated, and sustained performance in the role.<p></p>
The total cash range for this position in San Jose is $149,000.00 to $208,500.00. Employees in this role have the potential to increase their pay up to $238,500.00, which is the top of the range, based on ongoing, demonstrated, and sustained performance in the role.<p></p><p>
Starting pay for this role will vary based on multiple factors, including location, available budget, and an individual&rsquo;s knowledge, skills, and experience. Pay ranges may be modified in the future.</p><p></p><p>
Expedia Group is proud to offer a wide range of benefits to support employees and their families, including medical/dental/vision, paid time off, and an Employee Assistance Program. To fuel each employee&rsquo;s passion for travel, we offer a wellness &amp; travel reimbursement, travel discounts, and an International Airlines Travel Agent (IATAN) membership. View our full list of benefits.</p><p></p><p><b>
Accommodation requests</b></p><p>
If you need assistance with any part of the application or recruiting process due to a disability, or other physical or mental health conditions, please reach out to our Recruiting Accommodations Team through the Accommodation Request.</p><p></p><p>
We are proud to be named as a Best Place to Work on Glassdoor in 2024 and be recognized for award-winning culture by organizations like Forbes, TIME, Disability:IN, and others.</p><p></p><p>
Expedia Group's family of brands includes: Brand Expedia&reg;, Hotels.com&reg;, Expedia&reg; Partner Solutions, Vrbo&reg;, trivago&reg;, Orbitz&reg;, Travelocity&reg;, Hotwire&reg;, Wotif&reg;, ebookers&reg;, CheapTickets&reg;, Expedia Group&trade; Media Solutions, Expedia Local Expert&reg;, CarRentals.com&trade;, and Expedia Cruises&trade;. &copy; 2024 Expedia, Inc. All rights reserved. Trademarks and logos are the property of their respective owners. CST: 2029030-50</p><p></p><p>
Employment opportunities and job offers at Expedia Group will always come from Expedia Group&rsquo;s Talent Acquisition and hiring teams. Never provide sensitive, personal information to someone unless you&rsquo;re confident who the recipient is. Expedia Group does not extend job offers via email or any other messaging tools to individuals with whom we have not made prior contact. Our email domain is @expediagroup.com. The official website to find and apply for job openings at Expedia Group is careers.expediagroup.com/jobs.</p><p></p>
Expedia is committed to creating an inclusive work environment with a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. This employer participates in E-Verify. The employer will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS) with information from each new employee's I-9 to confirm work authorization.</div>

Actuarial Data Scientist III

Zoho Corporation B.V.

<div><h3 class="jobSectionHeader"><b>Job Description</b></h3>
<div><div><b>What we do</b></div><div><br>
</div><div>
Zoho produces cloud-based solutions for small, medium, and large businesses. Over the past 20 years, our portfolio has grown from a single online word-processing tool to a comprehensive suite of apps that covers an industry-leading range of use cases. With 40+ products on offer&mdash;and even more in the pipeline&mdash;Zoho is a powerful, integrated business management system.</div><div><br>
</div><div><b>
Who we are</b></div><div><br>
</div><div>
Zoho isn't your average tech company. Privately held and deeply committed to solving problems through global collaboration, our organization believes in experimentation, iteration, and following your instincts. With US headquarters in Austin, TX and global headquarters in Chennai, India (as well as offices in Silicon Valley, Mexico, Singapore, Japan, China, and the Netherlands) we work across time zones, continents, languages and cultures to share Zoho's message with stakeholders, employees, and users on six continents.</div><div><br>
</div><div><b>
What we're looking for</b></div><div><br>
</div><div>
Our PR team is looking for an experienced Analyst Relations (AR) Manager to oversee our successful and quickly-growing analyst initiatives.</div><div><br>
<br>
</div><div><b>This role is only available in Austin, Texas. </b><b>Please note, this is not a remote position.</b></div><div><br>
</div><div><b>
The successful candidate will have:</b><br>
</div><ul><li>
 At least 5 years of experience working hand in hand with Corporate Communications, Product Marketing, and Product Management<br>
</li><li>
 At least 6-8 years of hands-on dedicated analyst relations experience<br>
</li><li>
 Professional analyst references<br>
</li><li>
 Pre-existing relationships with SaaS and technology influencers and research analysts<br>
</li><li>
 Experience building AR programs for specific product teams<br>
</li><li>
 Experience guiding product leadership on analyst interactions, from start to finish<br>
</li><li>
 Experience moving the needle in formal vendor evaluations<br>
</li><li>
 A clear understanding of the significance and purpose of AR for marketing, corporate, and company strategy</li></ul><div><br>
</div><div><b>
The Senior AR Manager will be responsible for:</b><br>
</div><ul><li>
 Building and managing AR programs for specific product teams, and verticals, including setting up inquiries, briefings, making decisions on evaluations and executing on evaluations such as MarketScapes, Waves and Magic Quadrants<br>
</li><li>
 Working closely with global corporate communications teams to build and support analyst relations programs in each region<br>
</li><li>
 Partnering with product marketers, product managers, corporate marketing, and PR to determine the best AR strategies to support specific news and milestones<br>
</li><li>
 Producing quarterly communications to Zoho's large volume of analyst and influencer contacts to keep them abreast of major news and upcoming relevant events<br>
</li><li>
 Partnering with corporate communications team to execute annual analyst events and Zoholics across the globe<br>
</li><li>
 Proactively sharing critical research with Zoho leadership and key product teams<br>
</li><li>
 Serving as a key voice for Zoho in front of global influencers and research analysts<br>
</li><li>
 Maintaining a steady rhythm of communications with key influencers and analysts<br>
</li><li>
 Occasional travel, international and domestic (5-6 trips a year)</li></ul><div></div><div><b><br>
Compensation/Benefits:</b><br>
</div><div>
Permanent employees are offered competitive pay and a full suite of benefits, including medical, dental, and vision insurance as well as a company-sponsored 401k.</div><div></div><div><br>
Zoho Corp. is an equal opportunity employer and is committed to providing a work environment free of discrimination on the basis of sex, race, religion, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age, sexual orientation, military status, veteran status, or any other basis protected by federal, state or local law.<br>
</div><div>
Successful applicants undergo a standard background check and demonstrate eligibility to work in the United States.</div><div></div><div><br>
To be considered for employment, all candidates must have the legal right to work in the United States without company sponsorship now or in the future. This position is not open to sponsorship for work visas.</div><br>
</div><p>Zoho USA is an Equal Opportunity Employer and does not discriminate on the basis of race or ethnicity, religion, sex, national origin, age, veteran disability or genetic information or any other reason prohibited by law in employment.</p></div><p></p>
<br><div><h3 class="jobSectionHeader"><b>Job Information</b></h3>
<ul><div><p>Date Opened</p>
<div>10/30/2025
</div></div><div><p>Industry</p>
<div>Technology
</div></div><div><p>Job Type</p>
<div>Full time
</div></div><div><p>State/Province</p>
<div>California
</div></div><div><p>City</p>
<div>San Francisco
</div></div><div><p>Zip/Postal Code</p>
<div>94102
</div></div><div><p>Country</p>
<div>United States</div></div></ul></div>

Senior Analyst Relations Manager

Genisis Technology Solutions

<p><b>Role:</b> Salesforce Business Analyst (CPQ)<br/><b>Location:</b> San Francisco, CA (Onsite/Hybrid)<br/><b>Experience:</b> 8+ Years<br/><b>Visa Status:</b> H4 EAD, GC EAD, GC &amp; USC<br/><b>Employment Type:</b> W2</p><p><b>Required Skills &amp; Qualifications:</b></p><ul><li>8+ years of overall IT experience, with at least <b>5 years as a Salesforce Business Analyst</b>.</li><li>Hands-on experience with <b>Salesforce CPQ (Configure, Price, Quote)</b> implementation projects.</li><li>Strong understanding of <b>Salesforce Sales Cloud</b> and related business processes.</li><li>Excellent communication, analytical, and problem-solving skills.</li><li>Ability to translate complex business requirements into clear technical documentation.</li><li>Salesforce certifications (Administrator, CPQ Specialist, or Consultant) preferred.</li></ul><p>Job Types: Full-time, Contract</p><p>Pay: $40.00 - $60.00 per hour</p><p>Expected hours: 40 per week</p><p>Application Question(s):</p><ul><li>Interested in Working on our w2 (Y/N)</li></ul><p>Experience:</p><ul><li>Salesforce: 5 years (Required)</li><li>CPQ: 2 years (Required)</li></ul><p>Location:</p><ul><li>San Francisco, CA 94107 (Preferred)</li></ul><p>Work Location: In person</p>

Salesforce BA (CPQ) __ W2

Groupe Iprocia

<div>
 <strong>
  Description
  <br/>
  <br/>
 </strong>
 We are seeking a detail-oriented and analytical Data Analyst to join our dynamic team. In this role, you will have the opportunity to transform raw data into meaningful insights and drive data-driven decision-making across the organization. As a Data Analyst, you will work closely with various departments to identify trends, anomalies, and valuable patterns within our data, enabling us to optimize our operations and enhance our strategic initiatives. Your role will be pivotal in gathering, processing, and analyzing large sets of data to derive actionable insights, ultimately contributing to the success of our business objectives. You will utilize your expertise in statistics and analytics to provide recommendations and support business strategies. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys working with data to solve intriguing challenges. If you are passionate about uncovering insights from data and want to be part of a team that values innovation and expertise, we would love to hear from you. Join us and help drive our data initiatives forward while refining your analytical skills in a collaborative and supportive environment.
 <br/>
 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Collect, clean, and analyze large datasets to derive actionable insights.
  </li>
  <li>
   Develop and maintain dashboards and reports to visualize key metrics and performance indicators.
  </li>
  <li>
   Collaborate with cross-functional teams to identify business needs and provide data-driven solutions.
  </li>
  <li>
   Identify trends and patterns in data that can inform business strategies and decisions.
  </li>
  <li>
   Assist in the design and implementation of data collection systems and other strategies to optimize statistical efficiency and data quality.
  </li>
  <li>
   Provide ongoing support to teams by answering questions and training users on analytics tools and methodologies.
  </li>
  <li>
   Present findings and recommendations to stakeholders in a clear and concise manner.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Requirements
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor's degree in Data Science, Statistics, Mathematics, or a related field.
  </li>
  <li>
   Proven experience as a Data Analyst or in a similar role within a business environment.
  </li>
  <li>
   Proficiency in data analysis tools such as SQL, Excel, R, or Python.
  </li>
  <li>
   Experience with data visualization tools such as Tableau or Power BI.
  </li>
  <li>
   Strong understanding of statistical techniques and their applications.
  </li>
  <li>
   Excellent problem-solving skills and attention to detail.
  </li>
  <li>
   Strong communication skills, with the ability to present complex information clearly and effectively.
  </li>
 </ul>
</div>


Data Analyst

Alvarez & Marsal

<div></div><div><div><div><p>Location: San Francisco, CA, United States<br>
Date Posted: Nov 6, 2025</p></div><p></p><div><div><br>
</div></div></div><div><p><b>Description</b>
</p><p><b>Senior Director &ndash; GTM Excellence, Technology Industry Group (TIG)- Private Equity</b></p><p></p><p>
Alvarez and Marsal is a leading independent global professional services firm specializing in turnaround management, performance improvement, and corporate advisory services. The firm is seeking to expand its Private Equity Performance Improvement (PEPI) -Technology Industry Group team. With more than 10,000 professionals across six continents, A&amp;M draws on a strong operational heritage and a hands-on approach. Our professionals work closely with organizations and stakeholders to address complex business challenges and maximize value. Technology Industry Group is a growing business targeting high growth in the next 2-4 years.<br>
<br>
A&amp;M&rsquo;s Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving upper middle market and large cap private equity firms who have engaged A&amp;M to help improve operating results at their portfolio companies. The companies we assess are in the upper middle market 50 million to 1 billion plus range.</p><p></p><p><b><i>
What will you be doing?</i></b></p><p>
Our GTM Excellence offering within the Technology Industry Group (TIG) brings a structured and disciplined approach to create and capture value. We provide corporate and equity buyers with a broad continuum of knowledge and tools for performance improvement, mergers, acquisitions, carve-outs, joint ventures, and alliances.</p><p></p><p>
The team works across the full spectrum of the deal and company lifecycle, from pre-deal commercial diligence and operational reviews to post-deal implementations and performance improvement. Our projects often include evaluation of, or initiatives related to, go-to-market operating models, sales effectiveness, pricing optimization, and customer segmentation, which requires an understanding of revenue growth levers and operational execution.</p><p></p><p>
Engagement types and responsibilities include:</p><ul><li>
Lead or support GTM diligence workstreams during M&amp;A and growth strategy engagements</li><li>
Evaluate sales and marketing operating models, including customer segmentation, pricing models, and channel effectiveness, to determine alignment with business strategy</li><li>
Assess revenue growth opportunities by analyzing customer acquisition strategies, retention metrics, and product-market fit</li><li>
Conduct interviews with senior leadership, including CROs, CMOs, and sales leaders, to identify gaps in GTM strategy, sales execution, or marketing effectiveness</li><li>
Engage during the pre-acquisition diligence phase to evaluate sales effectiveness, marketing ROI, pricing strategies, and organizational structures</li><li>
Develop Day-1 and 100-day plans to drive performance improvements across critical areas such as sales enablement, pricing optimization, customer segmentation, and channel management</li><li>
Execute merger integration and carve-out strategies, managing critical path workstreams to ensure seamless separation or integration of GTM functions</li><li>
Identify and implement cost-reduction initiatives in sales and marketing while maintaining or improving revenue performance</li><li>
Develop and implement pricing strategies to optimize revenue and margin performance</li></ul><p></p><p><b><i>
How will you be supported?</i></b></p><p>
We offer excellent opportunities for career advancement and leadership development. Our leadership team provides career growth, training, and exposure to international business assignments.</p><p></p><p>
Build your skillset by providing valuable insight into how an entire business goes through the change process. As we help our private equity and corporate clients outperform the market, you will add real value too. All the while, you can broaden your experience across the GTM Excellence team and enjoy unlimited opportunities to progress as part of a fast-growing team within the Technology Industry Group (TIG).</p><p></p><p><b><i>
Qualifications:</i></b></p><ul><li>
14 &ndash; 20+ years of experience in roles such as Sales Manager, Marketing Manager, Revenue Operations Lead, or GTM Strategy/Ops Consultant, preferably in mid to large companies.</li><li>
Exposure to private equity sponsors, portfolio companies, or related transaction/merger integration is a bonus.</li><li>
Proven experience in building or evaluating GTM strategies, including customer segmentation, pricing models, and sales enablement.</li><li>
Experience contributing to or leading revenue growth initiatives, whether internally (e.g., sales optimization, pricing strategy) or externally (e.g., M&amp;A integration planning).</li><li>
Strong understanding of cross-functional teamwork required to deliver high-quality results on time and within scope.</li><li>
Ability to analyze sales and marketing spend patterns and link them to revenue outcomes.</li><li>
Familiarity with pricing optimization models, customer segmentation, and channel management strategies.</li><li>
Hands-on knowledge of sales and marketing tools, including CRM platforms (e.g., Salesforce, HubSpot) and marketing automation tools.</li><li>
Deep functional expertise in one or more of the following areas is a bonus:<ul><li>
Sales Enablement or Revenue Operations</li><li>
Pricing Strategy and Optimization</li><li>
Customer Segmentation and Retention Strategies</li><li>
Private Equity Advisory around GTM functions</li></ul></li><li>
Comfortable engaging with senior leadership and clearly articulating findings to executive and private equity stakeholders.</li><li>
Bachelor&rsquo;s or master&rsquo;s degree in Business, Marketing, or a related field; MBA preferred.</li><li>
Team-oriented, adaptable, curious, and a quick learner.</li><li>
Advanced Excel and PowerPoint skills; excellent communication abilities.</li><li>
Willing to travel up to 25%</li></ul><p>
The base salary range is $175,000 - $250,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&amp;M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.</p><p></p><p>
#LI-EW1</p><p><b><i><br>
Diversity &amp; Inclusion</i></b></p><p>
A&amp;M&rsquo;s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work&mdash;guided by A&amp;M&rsquo;s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity&mdash;are the main reasons our people love working at A&amp;M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&amp;M way.</p><p></p><p><b><i>
Equal Opportunity Employer</i></b></p><p>
It is Alvarez &amp; Marsal&rsquo;s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&amp;M policy statements and additional information by region here.</p><p></p><p><b><i>
Unsolicited Resumes from Third-Party Recruiters</i></b></p><p>
Please note that as per A&amp;M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&amp;M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.</p><p></p>
</div><div><h2 class="jobSectionHeader"><b>Inclusive Diversity</b></h2>
<p>A&amp;M&rsquo;s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work&mdash;guided by A&amp;M&rsquo;s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity&mdash;are the main reasons our people love working at A&amp;M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&amp;M way.</p>
<h2 class="jobSectionHeader"><b>Equal Opportunity Employer</b></h2>
<p>It is Alvarez &amp; Marsal&rsquo;s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. .</p>
<h2 class="jobSectionHeader"><b>Unsolicited Resumes from Third-Party Recruiters</b></h2>
<p>Please note that as per A&amp;M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&amp;M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.</p></div></div><p></p>

Senior Director - GTM Excellence, Technology Industry Group (TIG) - Private Equity

<div></div><div><div><div><p>Location: San Francisco, CA, United States<br>
Date Posted: Nov 6, 2025</p></div><p></p><div><div><br>
</div></div></div><div><p><b>Description</b>
</p><p><b>Director &ndash; GTM Excellence, Technology Industry Group (TIG)- Private Equity</b></p><p></p><p>
Alvarez and Marsal is a leading independent global professional services firm specializing in turnaround management, performance improvement, and corporate advisory services. The firm is seeking to expand its Private Equity Performance Improvement (PEPI) -Technology Industry Group team. With more than 10,000 professionals across six continents, A&amp;M draws on a strong operational heritage and a hands-on approach. Our professionals work closely with organizations and stakeholders to address complex business challenges and maximize value. Technology Industry Group is a growing business targeting high growth in the next 2-4 years.<br>
<br>
A&amp;M&rsquo;s Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving upper middle market and large cap private equity firms who have engaged A&amp;M to help improve operating results at their portfolio companies. The companies we assess are in the upper middle market 50 million to 1 billion plus range.</p><p></p><p><b><i>
What will you be doing?</i></b></p><p>
Our GTM Excellence offering within the Technology Industry Group (TIG) brings a structured and disciplined approach to create and capture value. We provide corporate and equity buyers with a broad continuum of knowledge and tools for performance improvement, mergers, acquisitions, carve-outs, joint ventures, and alliances.</p><p></p><p>
The team works across the full spectrum of the deal and company lifecycle, from pre-deal commercial diligence and operational reviews to post-deal implementations and performance improvement. Our projects often include evaluation of, or initiatives related to, go-to-market operating models, sales effectiveness, pricing optimization, and customer segmentation, which requires an understanding of revenue growth levers and operational execution.</p><p></p><p>
Engagement types and responsibilities include:</p><ul><li>
Lead or support GTM diligence workstreams during M&amp;A and growth strategy engagements</li><li>
Evaluate sales and marketing operating models, including customer segmentation, pricing models, and channel effectiveness, to determine alignment with business strategy</li><li>
Assess revenue growth opportunities by analyzing customer acquisition strategies, retention metrics, and product-market fit</li><li>
Conduct interviews with senior leadership, including CROs, CMOs, and sales leaders, to identify gaps in GTM strategy, sales execution, or marketing effectiveness</li><li>
Engage during the pre-acquisition diligence phase to evaluate sales effectiveness, marketing ROI, pricing strategies, and organizational structures</li><li>
Develop Day-1 and 100-day plans to drive performance improvements across critical areas such as sales enablement, pricing optimization, customer segmentation, and channel management</li><li>
Execute merger integration and carve-out strategies, managing critical path workstreams to ensure seamless separation or integration of GTM functions</li><li>
Identify and implement cost-reduction initiatives in sales and marketing while maintaining or improving revenue performance</li><li>
Develop and implement pricing strategies to optimize revenue and margin performance</li></ul><p></p><p><b><i>
How will you be supported?</i></b></p><p>
We offer excellent opportunities for career advancement and leadership development. Our leadership team provides career growth, training, and exposure to international business assignments.</p><p></p><p>
Build your skillset by providing valuable insight into how an entire business goes through the change process. As we help our private equity and corporate clients outperform the market, you will add real value too. All the while, you can broaden your experience across the GTM Excellence team and enjoy unlimited opportunities to progress as part of a fast-growing team within the Technology Industry Group (TIG).</p><p></p><p><b><i>
Qualifications:</i></b></p><ul><li>
9 &ndash; 14+ years of experience in roles such as Sales Manager, Marketing Manager, Revenue Operations Lead, or GTM Strategy/Ops Consultant, preferably in mid to large companies.</li><li>
Exposure to private equity sponsors, portfolio companies, or related transaction/merger integration is a bonus.</li><li>
Proven experience in building or evaluating GTM strategies, including customer segmentation, pricing models, and sales enablement.</li><li>
Experience contributing to or leading revenue growth initiatives, whether internally (e.g., sales optimization, pricing strategy) or externally (e.g., M&amp;A integration planning).</li><li>
Strong understanding of cross-functional teamwork required to deliver high-quality results on time and within scope.</li><li>
Ability to analyze sales and marketing spend patterns and link them to revenue outcomes.</li><li>
Familiarity with pricing optimization models, customer segmentation, and channel management strategies.</li><li>
Hands-on knowledge of sales and marketing tools, including CRM platforms (e.g., Salesforce, HubSpot) and marketing automation tools.</li><li>
Deep functional expertise in one or more of the following areas is a bonus:<ul><li>
Sales Enablement or Revenue Operations</li><li>
Pricing Strategy and Optimization</li><li>
Customer Segmentation and Retention Strategies</li><li>
Private Equity Advisory around GTM functions</li></ul></li><li>
Comfortable engaging with senior leadership and clearly articulating findings to executive and private equity stakeholders.</li><li>
Bachelor&rsquo;s or master&rsquo;s degree in Business, Marketing, or a related field; MBA preferred.</li><li>
Team-oriented, adaptable, curious, and a quick learner.</li><li>
Advanced Excel and PowerPoint skills; excellent communication abilities.</li><li>
Willing to travel up to 25%</li></ul><p></p><p>
The base salary range is $150,000 - $225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&amp;M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.</p><p><br>
#LI-EW1</p><p><b><i><br>
Diversity &amp; Inclusion</i></b></p><p>
A&amp;M&rsquo;s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work&mdash;guided by A&amp;M&rsquo;s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity&mdash;are the main reasons our people love working at A&amp;M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&amp;M way.</p><p><b><i><br>
Equal Opportunity Employer</i></b></p><p>
It is Alvarez &amp; Marsal&rsquo;s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&amp;M policy statements and additional information by region here.</p><p><b><i><br>
Unsolicited Resumes from Third-Party Recruiters</i></b></p><p>
Please note that as per A&amp;M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&amp;M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.</p><p></p>
</div><div><h2 class="jobSectionHeader"><b>Inclusive Diversity</b></h2>
<p>A&amp;M&rsquo;s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work&mdash;guided by A&amp;M&rsquo;s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity&mdash;are the main reasons our people love working at A&amp;M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&amp;M way.</p>
<h2 class="jobSectionHeader"><b>Equal Opportunity Employer</b></h2>
<p>It is Alvarez &amp; Marsal&rsquo;s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. .</p>
<h2 class="jobSectionHeader"><b>Unsolicited Resumes from Third-Party Recruiters</b></h2>
<p>Please note that as per A&amp;M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&amp;M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.</p></div></div><p></p>

Director - GTM Excellence, Technology Industry Group (TIG) - Private Equity

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