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Salary: USD 140,000 - 210,000 / annual
Klaviyo, a public SaaS company (IPO 2023), is seeking an Order to Cash (O2C) Track Lead to own the finance technology foundation as the company scales. This role reports to the Director of G&A Systems and leads the team responsible for Finance Technology Solutions across Klaviyo's back-office stack.
You will be the accountable technology leader for Klaviyo's O2C application landscape and core financial workflows, with accountability for Enterprise and International Expansion capabilities that drive revenue uplift.
Key Responsibilities:
**Own the O2C Track:** Execute on the roadmap for Klaviyo's O2C stack by translating business requirements into functional and technical design. Integrate CPQ to NetSuite and ensure Enterprise capabilities scale. Assess the O2C systems landscape and provide recommendations for future-state architecture. Ensure highest code quality through rigorous test case design and build/test processes.
**Own SOX, Controls, and Audit Readiness:** Design, implement, and operate 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.
**Drive 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.
**Design and Optimize Core Finance Processes:** Partner with Controllership, Tax, and Treasury leaders to improve 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.
**Act as Strategic Partner:** 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 and cross-functional initiatives to ensure O2C needs are anticipated in wider roadmaps.
The Finance Technology Systems team is part of G&A Systems within Global Technology Solutions (GTS). This group designs, operates, and continually improves applications and workflows that power how Klaviyo manages money, risk, and financial reporting at scale. The team partners closely with Finance, Accounting, Tax, Treasury, FP&A, Procurement, and Internal Audit, as well as adjacent technology teams like Corporate IT, Data, and GTM Systems.
Up to 10% travel may be required for new hire onboarding, team meetings, and industry events.
**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 articulate what worked and what didn't
