Manager, Investor Relations

Location: Bay Area (Ability to commute daily to Rohnert Park is a requirement)

The Heartflow Investor Relations (IR) team is responsible for building and maintaining effective two-way communications between Heartflow and the investment community, including shareholders and other institutional investors, sell-side analysts, and other financial stakeholders. This dialogue facilitates enhanced understanding and awareness of Heartflow’s strategy, financial performance, and long-term growth opportunities to ultimately achieve a fair valuation for the company. 

About the Role

Heartflow is looking for a Manager, IR to serve as a key member of the IR team and a point of contact for the investment community. The Manager, IR will report to and work in partnership with the VP, Investor Relations (VP, IR) to build and execute a strategic IR marketing plan, including, but not limited to, targeting analysis, annual goal setting, event strategy and logistics coordination, presentation development, and related internal process management and reporting. This person will also support broader IR team initiatives, including quarterly earnings and other IR-related activities. This is a highly visible and critical role that will partner and collaborate with Heartflow’s executive leadership team and multiple other functions to ensure we are communicating our company story as effectively and efficiently as possible. 

The Manager of Investor Relations is a key player in driving Heartflow’s growth trajectory. Previous experience working at an AI, SaaS company in an investor relations role or at an agency supporting technology IR clients is required. This role will require strategic thinking about messaging and position as well as where the company narrative should evolve. Will handle messaging and positioning, creation of earnings documents and investor presentations, working as a key partner cross functionally to hone the messaging and align to other external communications.This role will manage consensus of our covering analyst models.

Key Responsibilities:

• Support the Investor Relations function by creating succinct investor messaging incorporated into all press releases, earnings conference calls, investor presentations and other external materials.  
• Leverage insights learned in prior roles to help strengthen and sharpen the Heartflow investor messaging and positioning, making suggestions to the IR and executive teams
• Lead investigative research work on comparable companies positioning, key performance metrics, valuations, institutional ownership, research coverage and investor perception
• Work cross functionally to collect key internal business and financial information about Heartflow and incorporate into cogent and consistent external messaging  
• Manage Wall Street expectations through analyst consensus comparison to internal projections, creating scenario analysis for revenue, gross margin, and expenses.
• Lead targeting analysis, leveraging third party tools and relationships. Provide in-depth intelligence on prospective investors as needed. Maintain global investor targeting documents to inform meeting prioritization. 
• Participate in investor and analyst meetings.

Analyze and build financial models and manage consensus of our covering analyst models.

• Maintain relationships with third-party service providers and advisors to ensure Heartflow’s IR program is utilizing best-in-class products, services, and tools. 

Skills Needed:

• Tech Literacy: Strong understanding of AI and SaaS business models, valuations, financial profiles and the tech investment community
• Business Acumen: Solid understanding of strategy, finance, and accounting principles. Strong understanding of how investors and sell side analysts perform their jobs. 
• Analytical Skills: Exceptional analytical and problem-solving skills with the ability to identify trends, draw insights, and make data-driven recommendations.
• Communication Skills: Excellent verbal, written, and interpersonal communication skills, including the ability to present complex information clearly and concisely to various audiences.
• Strategic Thinking: Ability to think strategically and develop creative solutions to challenges.
• Interpersonal Skills: Strong relationship-building skills and the ability to collaborate effectively with cross-functional teams.
• Drive and Initiative: Self-motivated and results-oriented with a strong work ethic, proactive approach, and situational awareness in a dynamic setting. 
• Fast-Paced Preference: Multi-tasking and able to prioritize and manage across multiple responsibilities in a fast-paced environment while ensuring a high level of accuracy and professionalism. 

Educational Requirements & Work Experience:

• Bachelor's degree in Finance, Accounting, a related field, or equivalent directly related experience.
• Must have at least 5+ years of experience in a combination of investment banking, consulting or corporate development roles. 
• Previous experience in SaaS or AI industry required
• Strong understanding of financial statements and valuation modeling, as well as analysts’ and investors’ typical processes for evaluating equity investments.
• Excellent command of Microsoft Office suite and verbal and written communication skills, with the ability to simplify complex concepts for various audiences.
• MBA is a plus; CFA is a plus.

A reasonable estimate of the base salary compensation range is $155,000 - $215,000, bonus and equity.