Head of Investor Relations

Company: Qualtrics
Location: Provo
Posted on: April 4, 2021

Job Description:

The Head of Investor Relations role will be responsible for executing and leading the global investor relations (IR) program, including helping to define the IR strategy and help carry out the annual operating plan in conjunction with the FP&A team. The Head of IR creates and delivers reliable financial communications to shareholders in an effort to increase value and visibility, and will have the opportunity to help shape strategic, financial, and operating decisions for the company based on shareholder feedback. The Head of IR will work to create new ways of communicating our unique value proposition to investors by ensuring the strength of our business model and our financial analysis is displayed clearly and accurately. Qualtrics is looking for someone who has a proven track record of integrity and trust while partnering with stakeholders across every level and department in the company as well as partnering externally with shareholders and other key players. The right candidate will drive business insights and continuous improvement, bring a quantitative, data-driven mindset, and have outstanding communication and interpersonal skills. This position will report to the Head of FP&A and Investor Relations.-- Responsibilities

• Serve as co-spokesperson to investors, research analysts, proxy and ESG analysts and develop relationships with these groups by communicating company strategy, priorities, and competitive advantage
• Build a vision for a best-in-class investor relations program and execute on this vision by developing and adopting appropriate processes, protocols, and systems
• Partner with other finance areas (most notably Accounting and FP&A) to review financial reporting
• Work alongside our executive team to establish a strategic roadmap and growth targets for multiple business units and geographies
• Collaborate with company executives to create and distribute strategic, value-driving investment messages, including news releases, board and investor meeting materials, and other key collateral for internal and external communications
• Appropriately advance the company's financial narrative as a key contributor to quarterly earnings and other press releases, call scripts, internal and external presentations, as well as talking points and relevant Q&A
• Create internal & external executive reporting documents including board, close and other management presentations
• Develop key highlights/KPIs to drive business performance and track growth initiatives
• Build strong internal networks, engaging others throughout the company to cultivate deep subject matter expertise across multiple product areas (e.g. salesforce automaton, customer service and support, analytics, etc.), and remain current on all company and competitor business activities to effectively articulate the company's growth strategy and competitive advantages
• Provide feedback to management and the Board of Directors related to discussions with the investment community and sentiment towards the company's business strategies, market developments, and external events
• Assist with presentations for investor, corporate communications and marketing initiatives, customer events and investor conferences, road shows and other activities in support of strategy and business development initiatives Qualifications
  • 10+ years of experience in a finance role, investment management or research, investment banking, capital markets, or other industry-related work experience
  • Experience with a fast-growing company with scale in the SaaS space
  • Four year university degree required, preferably in accounting, finance, or economics; an MBA, CPA, or CFA is desirable
  • Public company quarterly close and reporting cadence experience
  • Proven success serving as a change agent in a high-growth and scale environment
  • High degree of organization and efficiency with demonstrated attention to detail
  • Superior analytical and problem-solving skills with a focus on attention to detail while delivering against tight deadlines
  • Highest ethical standards, integrity, authenticity, credibility, and character
  • Strong track record of maintaining relationships and communicating with a wide range of partners both internally and externally
  • Ability to multi-task effectively and prioritize workload by managing multiple projects simultaneously
  • Ability to break down complex ideas and issues and communicate in simple terms to different levels of the organization
  • Demonstrate creativity and the ability to collaborate across a wide-range of teams to create interesting and relevant content and messaging What differentiates us from other companies:
    • Work life integration is deeply important to us - we have frequent office events, team outings, and happy hours
    • Qualtrics Experience Program - $1,500 for an experience of your choosing (eligible after a year)
    • We take pride in our offices design aiming at fostering creativity from our rooftop views to an open and collaborative work space.
    • 30 paid days off - 15 PTO + 5 Personal Days + 10 Holiday Closures (additional after a year)
    • On top of standard benefits package (medical employees and their families, dental, vision, life insurance, etc) we provide snacks, drinks, and free lunches in our office
    • We believe in sharing Qualtrics success which is part of the compensation for all employees While searching for a job, have you seen anything from Qualtrics Life (Why Qualtrics stories, Social Media, etc.)? --*
      -- Are you related to anyone currently employed at Qualtrics? If so, who? --*
      If you are not currently based in Utah, are you willing to relocate to the Provo area for this position? --*
      Are you legally authorized to work in the country where this job is based? --*
      -- Do you now or will you in the future require Qualtrics to commence ("sponsor") an immigration case in order to employ you (for example, an H-1B, TN or other employment-based immigration case)? This is sometimes called "sponsorship" for an employment-based visa status. --*
      -- Internal purposes only - no need to answer
      US Demographic Questions At Qualtrics, we understand that Diversity, Equity, & Inclusion are not only vital to help the business succeed through innovation but it is also the right thing to do. We have invested greatly in our employee resource groups (more details about their work can be found here ) and are committed to dismantling the systems, policies, and practices that perpetuate structural racism, inequities, and different forms of discrimination based on power and privilege. "We know and embrace our responsibility to use our business as a force for good. We will lead when the government lags and will be vocal when others are quiet. We believe in the universality of human rights without regard to race, color, creed, gender, or sexual orientation."- Ryan Smith, CEO-- Below is a set of voluntary demographic questions. If you choose to fill them out, the data will be used anonymously and aggregately so we can evaluate our process and to ensure we're providing equal opportunities to applicants from all backgrounds. Your responses, or your choice not to respond, will not be associated with your specific application and not in any way used for hiring decisions . Which categories best describe you? Select all that apply: *
      American Indian or Alaska Native
      Black, Afro- Caribbean, African American or African Origin
      East Asian- For example, Chinese, Korean, Japanese
      Hispanic, Latinx or Spanish Origin
      Middle Eastern or North African
      Native Hawaiian or Other Pacific Islander
      South Asian- For example, Bangladeshi, Bhutanese, Indian
      Southeast Asian- For example, Filipino, Indonesian, Vietnamese
      Non-Hispanic White or Caucasian
      I prefer to self-describe:
      I don't wish to answer
      How do you currently describe your gender identity? *
      Woman, female or feminine
      Man, male or masculine
      Non-binary/third gender (For example - bigender, gender non-conforming, androgynous)
      Transgender man, male, or masculine
      Transgender woman, female or feminine
      I prefer to self describe:
      I don't wish to answer
      U.S. Equal Opportunity Employment Information (Completion is voluntary) Individuals seeking employment at Qualtrics are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. Gender Please select Are you Hispanic/Latino? Please select Race & Ethnicity Definitions If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Veteran Status Please select Form CC-305 OMB Control Number 1250-0005 Expires 05/31/2023 Voluntary Self-Identification of DisabilityWhy are you being asked to complete this form? We are a federal contractor or subcontractor required by law to provide equal employment opportunity to qualified people with disabilities. We are also required to measure our progress toward having at least 7% of our workforce be individuals with disabilities. To do this, we must ask applicants and employees if they have a disability or have ever had a disability. Because a person may become disabled at any time, we ask all of our employees to update their information at least every five years. Identifying yourself as an individual with a disability is voluntary, and we hope that you will choose to do so. Your answer will be maintained confidentially and not be seen by selecting officials or anyone else involved in making personnel decisions. Completing the form will not negatively impact you in any way, regardless of whether you have self-identified in the past. For more information about this form or the equal employment obligations of federal contractors under Section 503 of the Rehabilitation Act, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp . How do you know if you have a disability? You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition. Disabilities include, but are not limited to:
      • Autism
      • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, or HIV/AIDS
      • Blind or low vision
      • Cancer
      • Cardiovascular or heart disease
      • Celiac disease
      • Cerebral palsy
      • Deaf or hard of hearing
      • Depression or anxiety
      • Diabetes
      • Epilepsy
      • Gastrointestinal disorders, for example, Crohn's Disease, or irritable bowel syndrome
      • Intellectual disability
      • Missing limbs or partially missing limbs
      • Nervous system condition for example, migraine headaches, Parkinson's disease, or Multiple sclerosis (MS)
      • Psychiatric condition, for example, bipolar disorder, schizophrenia, PTSD, or major depression Disability Status Please select 1 Section 503 of the Rehabilitation Act of 1973, as amended. For more information about this form or the equal employment obligations of Federal contractors, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp . PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

Keywords: Qualtrics, Provo , Head of Investor Relations, Accounting, Auditing , Provo, Utah