Order to Cash Track Lead, Finance Engineering

About the role

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.

Responsibilities

• 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.
• 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.

Requirements

• 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 wo

Benefits

Additional Information

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 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.

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