Level AI (thelevel.ai) is a Series C Enterprise SaaS company, founded in 2019 and headquartered in Mountain View, California. We are building a conversational intelligence platform purpose-built for the modern enterprise. Our generative and agentic AI products help enterprise customer experience teams automate customer interactions, monitor quality of AI and human agents, coach agents in real time, surface customer insight at scale, and turn every conversation into a competitive advantage. We're backed by Battery Ventures, Adam Street Partners, ENIAC, and other leading investors, and we partner with some of the most recognized brands in retail, fintech, healthcare, and SaaS.
Experience: 3+ Years in Software / SaaS Startups
Key Responsibilities -Financial Planning & Analysis (FP&A): Own the corporate financial model, steering routine variance analysis (Budget vs. Actuals) and building agile scenario models to forecast cash runway, burn rates, and headcount growth constraints. Collaborate across departments to track and optimize core unit economics and spend efficiency.
Revenue Operations & Subscription Billing: Oversee complex recurring revenue tracking, reconciling transaction-level subscription records with the general ledger. Manage billing automation platforms to optimize billing precision, contract management, and metric analytics (ARR/MRR, Churn, and LTV).
Strategic Comp Plans & Commission Architecture: Own the end-to-end administration, tracking, and reporting of sales commission plans. Partner with leadership to calculate complex, multi-tiered variable compensation structures, ensuring continuous alignment with corporate budgets. Issue transparent, routine commission earnings reports directly to sales, account management, and leadership.
Operational Core Accounting (AP/AR): Drive end-to-end accounts payable (AP) and accounts receivable (AR) processes with automated pipelines. Optimize the monthly close cycle via QuickBooks, ensuring precise tracking of dynamic multi-variable cash flows. Manage vendor relationships, collections tracking, and expense optimization.
Corporate Governance & Equity Management: Oversee company equity logs and day-to-day cap table maintenance (via platforms like Carta), ensuring absolute accuracy for stock option issuances, vestings, exercises, and cancellations. Act as an operational point of contact for board-level reporting timelines and corporate financing preparation.
Experience: 3+ years of dedicated finance experience within a fast-paced, venture-backed software or tech startup environment.
Credentials: Chartered Accountant (CA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) designation is strongly preferred.
Tech Stack Mastery: QuickBooks Online, Stripe Billing/Maxio, Carta, and modern automated AP/AR infrastructure (e.g., Ramp, Bill.com).
Core Competencies: Expert spreadsheet proficiency (Excel / Google Sheets) with complex logic formulas, multi-scenario forecasting models, and dashboard visualization skills.
