Months 4–12: Revenue, GTM & Operations

• Own quote-to-cash: Connect HubSpot deals through contract execution, ERP invoicing, and automated collections. Maintain ARR/MRR as a live, reconciled number across systems.

• Build the FP&A data layer: Connect the ERP to a planning tool with clean dimensional structure so actuals feed automatically into board reporting cycles—no manual data prep.

• Be “Customer Zero”: Partner with Engineering to deploy at least two causaLens Digital Workers into live finance workflows (e.g., commission calculation, variance narrative generation, cash flow forecasting).

• 3–6 years in Finance Systems, RevOps, or Technical Finance Operations: systems architects and operators, not ledger accountants.

• ERP implementation experience: you have migrated a company from a legacy system and owned the technical execution.

• CRM-to-ERP integration: you have connected HubSpot (or equivalent) to an ERP billing module and understand what clean quote-to-cash data architecture looks like.

• Workflow automation mindset: Zapier/Make/n8n-style thinking; you automate first and hire second.

• AI-native working style: you actively use AI tools to accelerate reconciliations, clean data, and turn SOPs into repeatable workflows.

Nice to have: basic SQL/Python; HRIS/payroll integration experience; SaaS revenue recognition (IFRS 15 / ASC 606); equity accounting (IFRS 2).

What success looks like at 12 months

• ERP live: zero data loss, all CRM, HRIS, and equity integrations running automatically; AP and treasury workflows touchless. Close engine: >80% of journals automated, books closed in- 5 days.
• Treasury & equity automated: daily cash position live, Carta integrated with automated equity expense journals, US payroll optimised.
• Quote-to-cash: deal close to invoice with no manual handoffs; ARR a live number.
• FP&A data layer: actuals feed automatically into planning tool, board-ready without prep.
• Digital Workers: two internal agents in live production.
• Scalable stack: Finance + RevOps runs at $30m+ ARR with CFO + you.

About causaLens

Trusted by J&J, Cisco, Syneos Health, and others, causaLens is backed by $50M+ from Molten Ventures, Dorilton Capital, IQ Capital, and the CEO of Revolut. We combine scientific rigour with startup execution speed.

Two articles that define our culture:

• A Hiring Framework for a New Kind of Services Company
• The Primacy of Winning

What we offer

• 25 days holiday + bank holidays (carry-over / sell up to 5 days)
• Share options
• Pension, life cover (4x salary), optional health and dental insurance
• Learning & development budget
• Cycle to work, work abroad days, referral bonus, team outings

Interview process: screening with the hiring manager + a “Day 0” (3-hour in-person challenge, presentation, and interviews).

Accommodations: talent@causalens.com