Finance Manger (Sales Ops/Salesforce)

Post Date

Aug 18, 2025

Location

Fort Mill,
South Carolina

ZIP/Postal Code

29715
US
Oct 31, 2025 Insight Global

Job Type

Perm

Category

Accounting / Finance

Req #

CLT-0082554a-95ed-47c3-94ad-71c3be30b806

Pay Rate

$120k - $150k (estimate)

Job Description

Insight Global is seeking a Finance Manager for one of our large companies in the Fort Mill, SC area. This individual will lead key initiatives that drive financial performance and operational excellence across the business. This role will serve as the finance lead for our Sales Force integration, support cross-functional collaboration, and provide data-driven insights to optimize pricing, forecasting, and equipment utilization. The ideal candidate will be a proactive leader with strong modeling skills and a passion for enabling business growth through financial strategy.


Capex Forecast / Budgeting Support
• By quarter accuracy – sub ledger vs. Finance reconciliation
• Financial budgeting review / stress test – Dodge demand vs. OEC / revenue assumptions, phasing, fleet impacted rental costs risks
1. Perpetual 18-24 month cash forecast based upon the existing fleet plan

Sales Force / Sales Ops
• Finance lead on Sales Force integration – education, benefits, accountability
• Collaborate with sales and finance leadership to identify critical KPIs (both leading and lagging) that align with organization goals and will help to enhance forecast accuracy and sales org performance tracking
• Support strategic decision making through data driven insights on growth opportunities, adjusting pricing strategies, or optimizing equipment utilization
• Educate the Operations Finance teams on how to use Sales Force for forecasting and performance tracking
• Lead modeling for commission plan design / changes and post mortem effectiveness

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Required Skills & Experience

- Bachelor’s degree in Finance, Accounting, Economics, or related field;
- 7+ years of progressive experience in finance
- Strong proficiency in financial modeling, forecasting, and data analysis.
- Experience with Sales Force or similar CRM platforms is highly desirable.
- Excellent communication and stakeholder management skills.
- Proven ability to lead cross-functional initiatives and drive change.

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.