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Head of Investor Relations
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-11-05
Listing for:
CS Disco, Inc.
Full Time
position Listed on 2026-11-05
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
The Head of Investor Relations leads the company's engagement with the investment community. They will own the IR function end-to-end — earnings execution, analyst and shareholder relationship
management, shareholder base strategy, and disclosure governance — while working closely with theCEO, CFO, Legal, and the disclosure committee. They pair strong analytical capabilities with rigorous
financial communication and sound judgment on disclosure-sensitive topics.
- Earnings & Financial Communications
:
Owns the quarterly earnings cycle: script development,Q&A prep, press release, investor deck, and post-print analyst debrief. Ensures consistency acrossGAAP/non-GAAP disclosures, guidance methodology, and management commentary quarter toquarter. Partners with FP&A and Accounting so all IR materials reconcile to underlying financials.
Builds and maintains the beat and raise model. Partners with Legal on Reg FD compliance and coordinates investor-facing content around 8-K/10-Q/10-K filings. Maintains the IR content calendar to keep earnings, conferences, and ad hoc communications aligned. - Analyst & Investor Relationship Management
:
Serves as the primary point of contact for sell-side coverage and existing/prospective shareholders. Manages the conference and roadshow calendar; prepares executives for fireside chats, 1x1s, and NDRs. Tracks sell-side estimates, rating actions, and thesis shifts, and synthesizes them into actionable summaries for leadership. Identifies and sequences outreach to mandate-appropriate prospects. Uses 13F ownership data and trading liquidity metrics to inform targeting and prioritization of funds that can build positions. - Narrative & Positioning
:
Translates product and competitive strategy into a coherent, disciplined investor narrative — distinguishing what the data supports from narrative inference. Builds and maintains core IR collateral: investor presentation, fact sheet, FAQ, and IR website content. - Executive & Board Support
:
Prepares the CEO, CFO, and other spokespeople for investor-facingengagements. Briefs the Board regularly on shareholder sentiment, analyst perception, and market positioning. Supports capital markets strategy discussions, including capital allocationcommunication. - Market Intelligence & Reporting
:
Monitors peer performance and small-cap software sentimentbroadly; flags implications for DISCO's valuation and positioning. Tracks and reports IR KPIs on aregular cadence — coverage breadth, ownership concentration, liquidity, short interest. - AI Strategy & Innovation: Leverages AI and advanced analytics to enhance investor insights,market intelligence, investor communications, and decision-making while ensuring data accuracy,
confidentiality, and regulatory compliance.
- 10+ years of FP&A or investment related experience
- Expert in financial modeling, forecasting, budgeting, and performance measurement
- Sharp analytical thinker with strong business acumen
- Experience using AI tools to automate workflows
- Excellent communication, collaboration, and presentation abilities
- Strong leadership, coaching, and team development competencies
- Track record of contributing strategic insights to executive leaders
- Experience developing and leading high-performing finance teams
- Strong business partnership and influencing skills
- Experience in high-tech, SaaS, private equity, or investment banking
Authorization to Work in the U.S.: Candidates must be legally authorized to work in the United States without sponsorship now or in the future. DISCO is not currently sponsoring visas, including, but not limited to, H-1B, TN, or EAD, and we are not accepting visa transfers.
Perks of DISCO- Open, inclusive, and fun environment
- Benefits, including medical, dental and vision…
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