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Order to Cash Track Lead, Finance Engineering

Klaviyo - San Francisco, CA, United States - In-office - posted 2026-10-22

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Salary: USD 140,000 - 210,000 / annual

Klaviyo, a public SaaS company founded in 2023, is seeking an Order to Cash (O2C) Track Lead to lead the Finance Technology Systems team's O2C application landscape and core financial workflows. This role reports to the Director of G&A Systems and is accountable for Klaviyo's O2C technology strategy, execution, and operations. Key Responsibilities: Own the O2C Track: Execute the roadmap for Klaviyo's O2C stack aligned to company priorities by translating business requirements into functional and technical design. Integrate CPQ to NetSuite and ensure Enterprise capabilities are delivered at scale. Assess the O2C systems landscape and provide recommendations for future-proofing. Ensure highest code quality through rigorous test case design and build/test processes. SOX, Controls & Audit Readiness: Own the design, implementation, and operation of IT General Controls (ITGCs) and key controls across O2C applications in partnership with Internal Audit, Security, and external auditors. Continually simplify and automate controls and evidence collection to make audits reliable and predictable with fewer deficiencies. AI-Native Transformation: Lead Klaviyo's push to make Finance one of the most automated, insight-driven functions. Identify and deliver high-value AI use cases across the O2C workflow. Partner directly with Klaviyo's AI and data platform teams to embed AI into core Finance processes with clear guardrails and measurable productivity gains. Process & Systems Optimization: Partner with Controllership, Tax, and Treasury leaders to improve and refine end-to-end O2C workflows. Ensure ERP and SaaS O2C applications are configured, integrated, and operated to support accurate, timely close, scalable revenue and billing, and high-quality financial data. Strategic Partnership: Serve as the primary technology partner for the Controller and Finance leadership on systems, data, and process topics. Represent Finance Technology Systems in executive forums, planning cycles, and cross-functional initiatives. The Finance Technology Systems team is part of G&A Systems within Global Technology Solutions (GTS) and partners closely with Finance, Accounting, Tax, Treasury, FP&A, Procurement, Internal Audit, Corporate IT, Data, and GTM Systems. The team owns the roadmap, health, and governance of platforms including ERP and financial systems (NetSuite/Oracle), procure-to-pay (Coupa), revenue and billing systems, and related integrations. Requirements: - 10+ years in enterprise or business systems with meaningful ownership of Finance technology at a tech or SaaS company; 4+ years in O2C responsible for order-to-cash - Understanding of practical SOX ITGC experience and clean track record working with Internal Audit and external auditors - Solid understanding of enterprise-led growth, international expansion, and system features required to move upmarket - Hands-on experience in ERP and Finance application architecture (NetSuite/Oracle, Avalara, Zuora, or similar), integration patterns, and how Finance data flows across a modern tech stack - Ability to deliver business outcomes by partnering with strong engineering teams with AI build-first mentality - Personal experience building or scaling AI and automation in Finance workflows (reconciliations, invoice processing, forecasting prep) with ability to speak to what worked and what didn't Up to 10% travel may be required for onboarding, client/partner work, team meetings, and industry events.

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