---
title: 'Order to Cash Track Lead, Finance Engineering at Klaviyo'
canonical: 'https://feeny.ai/job/order-to-cash-track-lead-finance-engineering-klaviyo-san-francisco-w5gaxqbsypf4'
type: 'job'
last_seen: '2026-10-29'
---

# Order to Cash Track Lead, Finance Engineering at Klaviyo

- **Company:** Klaviyo
- **Location:** San Francisco, CA
- **Compensation:** $140k–$210k
- **Posted:** 2026-10-22
- **Last confirmed live:** 2026-10-29
- **Apply:** https://www.klaviyo.com/careers/jobs/8041534003?gh_jid=8041534003

## Job description

At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you’re a close but not exact match with the description, we hope you’ll still consider applying. Want to learn more about life at Klaviyo? Visit [klaviyo.com/careers](http://klaviyo.com/careers) to see how we empower creators to own their own destiny.

At Klaviyo, we know that building a great company starts with building a great team. We welcome candidates from a wide range of backgrounds and experiences, and we care as much about your trajectory and potential as we do about direct, one‑to‑one matches with every requirement.

## About the team

Klaviyo went public in 2023 and is scaling fast. This is a rare chance to lead and build the Order to Cash (O2C) foundation for a company at this inflection point. The Finance Technology Systems team is part of G&A Systems within Global Technology Solutions (GTS). This group designs, operates, and continually improves the 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, to ensure our back‑office stack is reliable, well‑integrated, compliant, and ready for a public, AI‑forward SaaS business. We own the roadmap, health, and governance of platforms including our ERP and financial systems (e.g., NetSuite/Oracle), procure‑to‑pay (e.g., Coupa), revenue and billing systems, and related integrations and automation.

This role reports to the Director, G&A Systems and leads the team responsible for Finance Technology Solutions across Klaviyo.

## What You'll Do

As the Order to Cash (O2C) Lead, Finance Systems, you will be the accountable technology leader for Klaviyo’s O2C application landscape and core financial workflows. You will lead Enterprise and International Expansion capabilities that will provide revenue uplift for Klaviyo.

Own the O2C track

- Execute on the roadmap for Klaviyo’s O2C stack aligned to the company priorities by translating business requirements into functional and technical design. Bring first principles thinking to your design.
- Integrate CPQ to NetSuite and ensure that all Enterprise capabilities are delivered with scale.
- Look at O2C systems landscape and provide recommendations to set Klaviyo for the future
- Ensure we deliver with the highest code quality by thoroughly thinking through test cases and applying rigorous build and test.

Own SOX, controls, and audit readiness for Finance systems

- Own the design, implementation, and operation of IT General Controls (ITGCs) and other key controls across O2C applications, in partnership with Internal Audit, Security, and external auditors.
- Continually simplify and automate controls and evidence collection so audits are reliable and predictable, with fewer deficiencies and lower friction for Finance and GTS teams.

Drive AI-native transformation across Finance

- Lead Klaviyo's push to make Finance one of the most automated, insight-driven functions in the company. You'll identify and deliver high-value AI use cases across the O2C workflow.
- You'll partner directly with Klaviyo's AI and data platform teams and Finance Engineering  to embed AI into core Finance processes with clear guardrails, measurable productivity gains, and the rigor expected of a public company. This isn't a future-state vision, it's work already underway, and you'll own it from a Product standpoint.

Design and optimize core Finance processes and systems

- Have a leader mindset and partner with Controllership, Tax, Treasury  leaders to improve and continuously refine end‑to‑end O2C workflows ensuring systems and processes are tightly aligned.
- Ensure our ERP and other SaaS O2C applications are configured, integrated, and operated to support accurate, timely close, scalable revenue and billing, and high‑quality financial data that downstream teams can trust.

Act as a strategic partner and communicator

- Serve as the primary technology partner for Controller, and Finance leadership team on systems, data, and process topics;
- As needed, represent Finance Technology Systems in executive forums, planning cycles, and cross‑functional initiatives, ensuring O2C needs are anticipated and built into wider GTS and company roadmaps.

## Who You Are

You've spent your career at the intersection of Finance and Technology and you've moved beyond just keeping systems running. You think in product design, roadmaps, outcomes, and partnerships. You know what a well-run O2C  function looks like, and you know how to build one.

You've worked in  teams through real complexity: ERP and other transformations, SOX audits, billing system overhauls, or the messy work of integrating Finance systems across a growing company. You don't need a perfect environment to do great work, you create structure where there isn't any, and you bring Finance and engineering stakeholders along with you.

Specifically, you likely bring:

- 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 a clean track record working with Internal Audit and external auditors
- Solid understanding of enterprise-led growth, international expansion and system features required to enable moving upmarket
- Hands-on in  ERP and Finance application architecture (NetSuite/Oracle, Avalara, Zuora, or similar), integration patterns, and how Finance data flows across a modern tech stack
- Deliver business outcomes by partnering  strong engineering team with AI build-first mentality
- Personally built or scaled AI and automation in Finance workflows - reconciliations, invoice processing, forecasting prep and can speak to what worked and what didn't

Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant’s job-related skills, relevant experience, education or training, and work location.

In addition to base salary, our total compensation package may include participation in the company’s annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility.

Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process.

Base Pay Range For US Locations: $140,000—$210,000 USD

This role may require up to 10% travel for purposes such as new hire onboarding, client or partner work if applicable, team meetings, and industry events. Travel is coordinated in advance.

Get to Know Klaviyo

We’re Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we’re developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you’re ready to do the best work of your career, where you’ll be welcomed as your whole self from day one and supported with generous benefits, we hope you’ll join us.

AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed.

By participating in Klaviyo’s interview process, you acknowledge that you have read, understood, and will adhere to our [Guidelines for using AI in the Klaviyo interview Process](https://www.klaviyo.com/careers/ai-guidance). For more information about how we process your personal data, see our [Job Applicant Privacy Notice](https://www.klaviyo.com/legal/job-applicant-privacy-notice).

Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law.

IMPORTANT NOTICE: Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses (@klaviyo.com), instant messaging platforms, or unsolicited calls.

By clicking "Submit Application" you consent to Klaviyo processing your Personal Data in accordance with our Job Applicant Privacy Notice.  If you do not wish for Klaviyo to process your Personal Data, please do not submit an application.  You can find our Job Applicant Privacy Notice [here](https://www.klaviyo.com/legal/job-applicant-privacy-notice) and [here](https://www.klaviyo.com/fr/legal/job-applicant-privacy-notice) (FR).

## About Klaviyo

## Company Overview
- **One-liner**: Klaviyo is an AI-first B2C CRM platform that unifies customer data, marketing automation, and analytics to help brands create personalized, revenue-driving customer experiences.
- **Entity Type**: Public (NYSE: KVYO)
- **Headquarters**: Boston, Massachusetts, USA (Global headquarters; also offices in San Francisco, Denver, London, Dublin, Sydney, Singapore, Paris)
- **Founded**: 2012
- **Founders**: Andrew Bialecki and Ed Hallen

## Core Business
- **Primary industry**: Marketing technology / Customer Data Platform / B2C CRM
- **Target customers**: B2C brands (e.g., ecommerce, retail, consumer goods) – from SMB to enterprise; 193,000+ paying customers in 80+ countries
- **Mission or purpose**: “Empower creators and brands to own their growth” – built to solve the customer data problem and strengthen customer relationships.

## Products & Services
- **Klaviyo B2C CRM**: Unified platform combining customer data platform (CDP), marketing automation, analytics, and customer service into a single AI-first system.
- **Email Marketing**: Core channel for personalized, automated email campaigns.
- **SMS / RCS / WhatsApp / Mobile Push**: Omnichannel messaging with real-time triggers.
- **Klaviyo CDP**: Built-in customer data platform that unifies profiles from 350+ native integrations.
- **Reviews**: Product review and social proof functionality (launched 2023).
- **Marketing Attribution & Analytics**: Optimization and attribution tools (launched 2018).
- **Developer Tools**: APIs, webhooks, SDKs, warehouse syncs, and AI agent integrations (ChatGPT, Claude, MCP).

## Market Standing
- **Valuation/Market Cap**: Public company; latest market cap available from NYSE trading data (not provided in search results).
- **Key Metric**: Public company – refer to latest SEC filings (10-K/10-Q) for revenue and profitability. Private metrics: 193,000+ customers, 2,000+ employees, 7+ billion daily events processed.
- **Notable Investors/Partners**: Co-CEOs Andrew Bialecki and Chano Fernandez; strategic investors include Summit Partners and others (prior to IPO). Key integrations with Shopify, Salesforce, Meta, and 350+ other platforms.
- **Growth Signals**: Appointed Chano Fernández as co-CEO (January 2026); launched unified B2C CRM in 2025; 2,000+ employees worldwide; expanding into new channels (RCS, WhatsApp); strong AI-first positioning.

## Competitive Advantages
- **Data-first architecture**: Built on a flexible customer data platform that unifies data, analytics, and execution – no need for separate CDP or middleware.
- **AI-native**: AI is embedded in the product (AI agents, automated insights, one-click execution) and in the company culture (“AI is in our DNA”).
- **Scale and reliability**: Processes 7+ billion daily events; enterprise-grade security, uptime SLAs, and peak-season support (e.g., Black Friday/Cyber Monday).
- **Integration ecosystem**: 350+ pre-built integrations with major ecommerce, payment, CRM, and analytics tools.
- **Developer-friendly**: Full APIs, webhooks, SDKs, and agentic workflow connectors (MCP, Claude, ChatGPT).

## Strategic Focus
- **Unified B2C CRM**: Consolidating fragmented legacy stacks (CDP, marketing automation, service) into one platform.
- **AI-first product development**: Leveraging AI agents and machine learning to automate personalization and campaign execution.
- **International expansion**: Offices in Europe, Asia-Pacific, and Middle East (Singapore, Paris, Sydney).
- **Enterprise growth**: Targeting large brands with dedicated CSMs, compliance, and advanced security.
- **Talent and culture**: Hiring for “ambitious people” with emphasis on ownership, feedback, and meaningful challenges.

## Why Work Here
- **Culture**: Values-driven with a focus on “put customers first”, “stay hungry, stay humble”, “move fast, no shortcuts”, and “win together”. High agency and autonomy expected.
- **Hybrid/Remote**: Hybrid workspace model (offices in Boston, San Francisco, Denver, London, Dublin, Sydney, Singapore, Paris). Flexible PTO, company-wide Recharge Days, and a fully paid sabbatical every five years.
- **Benefits**: Comprehensive health and wellness, financial benefits (retirement support, stock discounts), family care (parental leave), learning stipends, and mentorship.
- **Engineering culture**: “Be meticulous in your craft” – solving complex problems at scale, AI and ML teams shaping the future of customer connections. Strong emphasis on continuous learning and growth.
- **Diversity and inclusion**: Intentionally woven into team building, customer service, and product creation.

## Sources
1. [klaviyo.com/careers](https://www.klaviyo.com/careers)
2. [klaviyo.com/about](https://www.klaviyo.com/about)
3. [klaviyo.com](https://www.klaviyo.com/)
4. [indeed.com/cmp/Klaviyo/about](https://www.indeed.com/cmp/Klaviyo/about)
5. [builtin.com/company/klaviyo](https://builtin.com/company/klaviyo)

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