Finance Operations Transformation Manager

Job description

Bloomreach is building the world’s premier **agentic platform for personalization**.We’re revolutionizing how businesses connect with their customers, building and deploying AI agents to personalize the ***entire*** customer journey. - We're taking **autonomous search** mainstream, making product discovery more intuitive and conversational for customers, and more profitable for businesses. - We’re making **conversational shopping** a reality, connecting every shopper with tailored guidance and product expertise — available on demand, at every touchpoint in their journey. - We're designing the future of **autonomous marketing**, taking the work out of workflows, and reclaiming the creative, strategic, and customer-first work marketers were always meant to do. And we're building all of that on the intelligence of a single AI engine — **Loomi** — so that personalization isn't only autonomous…it's also consistent.From retail to financial services, hospitality to gaming, businesses use Bloomreach to drive higher growth and lasting loyalty. We power personalization for more than 1,400 global brands, including American Eagle, Sonepar, and Pandora. Our mission is to modernize end-to-end Finance and Accounting operations. The primary focus is processes and systems which will enhance financial and operational performance. This role will drive core operating strategy across many teams, with focus on processes, systems and delivering impact internally and to customer experience. The ideal candidate will have strong interest in process design, automation, using AI tools to build and transform workflows and operations. The initial focus is building new capabilities that help drive value realization by monitoring platform usage, working with sales to address overages and drive commercial discussions (overage fees, upsells, right sizing, remediation). **Tasks and responsibilities** - Analyze current-state finance processes, operations, workflows and governance. - Develop future-state process designs, business requirements, and project manage the implementation workflow, automation, analytics, and AI solutions. - Lead stakeholders discussions and change management activities. - Be hands-on to set up a manual process, own and operate process as needed, transition to ultimate team after new processes and automation has been implemented (Build > Operate > Transfer) - Build the operating cadence with business during transformation of a process. Initial project is to be the operations lead for resolution of platform overages (waiver fo fees, invoice fees, upsell, remediation of use by customer). This will require understanding of contractual terms, usage data, and assess reason for overage (such as use case limitations or design and implementation issues), cost and margin analysis, and reach commercial resolution. - Partner directly with Sales on overage, maintenance of overviews, and follow up on conversations, provide analysis, guidance, and negotiation support to protect revenue while maintaining customer relationships. - Identify patterns in overage and follow-up triggers to flag upsell or cost-saving opportunities. - Develop policies and framework for decision making. Plan for scaling operations to $500M+. - Spearhead initiatives to identify and implement improvements across finance operations, enhancing efficiency, accuracy, and compliance. - Develop and implement company-wide initiatives to identify and realize cost-saving opportunities. Leveraging process improvements, automation, and optimization initiatives to drive efficiency and maximize financial performance. - Assist in initiatives to document our processes and operations by creating process descriptions, guidelines, and procedures. - Work cross-departmental (e.g., with engineering, product, and sales departments) to gather (key) stakeholders' requirements, feedback, and insights. Proactively communicate with strategic decision-makers to drive new improvements. - Prepare Finance operations for upcoming packaging changes, assessing impact on billing and overage logic before go-live. - Work with Product and Engineering to ensure new packaging models are operationally supported by Finance systems and reporting from day one. **Requirements** - Minimal 5-year relevant working experience - A can-do mentality. Being able to translate broad objectives into pragmatic actions with clear follow-up and tangible results. - Ability to navigate in an ever-changing environment, being able to build a structure to misaligned processes or data. - Proven experience managing usage-based billing concepts such as overages and maintenance fees, ideally in a SaaS or subscription business. - Strong understanding of contractual terms and the ability to translate usage data into clear waiver or upsell recommendations. - Experience building or scaling operational frameworks and metrics from the ground up. - The ability to navigate and mitigate resistance to change. - Skill in managing and leading change initiatives within the finance function. - Demonstrated commitment to staying informed and driving improvement. - Demonstrated commitment to continuous learning and driving improvement within Finance and the broader organization. - Deep understanding of the business model and how packaging, monetization, and usage policies tie into overall business goals. - Familiarity with financial software, ERP systems, and other relevant tools. - Strong analytical and problem-solving skills to assess complex financial data, identify trends, and make data-driven recommendations for improvement. - Able to deal with resistance, being persistent, and influence without authority to achieve goals. #LI-HO1 ## More things you'll like about Bloomreach: ### **Culture:** - A great deal of freedom and trust. At Bloomreach we don’t clock in and out, and we have neither corporate rules nor long approval processes. This freedom goes hand in hand with responsibility. We are interested in results from day one. - We have defined our [5 values](https://www.bloomreach.com/en/careers?utm_source=Job-Description-Footer&utm_medium=Job-Description&utm_content=Hyperlink-1) and the 10 underlying key behaviors that we strongly believe in. We can only succeed if everyone lives these behaviors day to day. We've embedded them in our processes like recruitment, onboarding, feedback, personal development, performance review and internal communication. - We believe in flexible working hours to accommodate your working style. - We work virtual-first with several Bloomreach Hubs available across three continents. - We organize company events to experience the global spirit of the company and get excited about what's ahead. - We encourage and support our employees to engage in volunteering activities - every Bloomreacher can take 5 paid days off to volunteer\*. - The [Bloomreach Glassdoor page](https://www.glassdoor.com/Overview/Working-at-Bloomreach-EI_IE442167.11,21.htm) elaborates on our stellar 4.7/5 rating. The [Bloomreach Comparably page](https://www.comparably.com/companies/bloomreach) Culture score is even higher at 4.9/5 ### **Personal Development:** - We have a People Development Program - participating in personal development workshops on various topics run by experts from inside the company. We are continuously developing & updating competency maps for select functions. - Our resident communication coach [Ivo Večeřa](https://www.linkedin.com/in/ivo-ve%C4%8De%C5%99a-2a94291/) is available to help navigate work-related communications & decision-making challenges.\* - Our managers are strongly encouraged to participate in the Leader Development Program to develop in the areas we consider essential for any leader. The program includes regular comprehensive feedback, consultations with a coach and follow-up check-ins. - Bloomreachers utilize the $1,500 professional education budget on an annual basis to purchase education products (books, courses, certifications, etc.)\* ### **Well-being:** - The Employee Assistance Program -- with counselors -- is available for non-work-related challenges.\* - Subscription to Calm - sleep and meditation app.\* - We organize ‘DisConnect’ days where Bloomreachers globally enjoy one additional day off each quarter, allowing us to unwind together and focus on activities away from the screen with our loved ones. - We facilitate sports, yoga, and meditation opportunities for each other. - Extended parental leave up to 26 calendar weeks for Primary Caregivers.\* ### **Compensation:** - Restricted Stock Units or Stock Options are granted depending on a team member’s role, seniority, and location.\* - Everyone gets to participate in the company's success through the company performance bonus.\* - We offer an employee referral bonus of up to $3,000! - We reward & celebrate work anniversaries -- Bloomversaries!\* *(\*Subject to employment type. Interns are exempt from marked benefits, usually for the first 6 months.)* **Excited? Join us and transform the future of commerce experiences!** *If this position doesn't suit you, but you know someone who might be a great fit, share it - we will be very grateful!* --- *Any unsolicited resumes/candidate profiles submitted through our website or to personal email accounts of employees of Bloomreach are considered property of Bloomreach and are not subject to payment of agency fees.* #LI-Remote