Financial Analyst

Clari + Salesloft are building the next era of enterprise revenue — one where teams make confident decisions powered by AI and real signals. By combining our scale, insights, and AI innovation, we’re building the industry’s first Predictive Revenue System, enabling humans and AI to work together to make smarter decisions and drive consistent growth.

With thousands of customers using our platforms every day, we have an unmatched view into how revenue is actually won — the Revenue Context that reveals what happens, when, and with what outcome. This gives us a unique opportunity to transform an entire category and set a new benchmark for how modern revenue teams operate.

Join us to help transform how companies around the world run revenue — and build the platform that will guide leading revenue teams into the future.

At Clari + Salesloft, our Financial Analyst will be pivotal to our company’s success. You will be a key member of our fast-growing and high-performing Finance team and will be a critical partner in scaling the company by building key business relationships across the organization. We believe that the most successful SaaS businesses rely on agile, data-driven finance partners who look beyond budget variances to turn operational data into strategic growth.

On a day-to-day basis, you will be responsible for serving as the dedicated finance partner to our Customer Success, Professional Services, and G&A organizations alongside our FP&A leadership. Specifically, you will:

Maintain Revenue & Retention Metrics: Own the source of truth for retention and churn forecasting models, partnering directly with Revenue Operations and Order Management to ensure data integrity.

In addition to working with amazing colleagues who exemplify our ‘team over self’ core value, you will also have the opportunity to work directly across different management levels to solve complex financial challenges and shape how we scale a world-class revenue platform. You will have an opportunity to make a difference.

We are seeking a self-motivated, customer-centric, and highly analytical problem solver who is passionate about making an impact. You are an independent thinker with an eye for process improvement, comfortable navigating fast-paced environments, and eager to leverage cutting-edge tools to automate finance workflows. If you’re looking for an opportunity to learn more, do more, and become more, then becoming a Financial Analyst is the career path for you!

The Finance team consists of results-oriented SaaS professionals with a strong analytical mindset and a passion for strategic problem solving. The team members share a few common traits: they are collaborative, highly curious, detail-oriented, and focused on helping the company scale cleanly.

2 to 3 years of experience in FP&A, Sales Operations, or quantitative financial analysis roles within a high-growth tech or B2B SaaS environment.

Advanced proficiency in Microsoft Excel / Google Sheets for financial modeling.

Hands-on experience with modern FP&A platforms (specifically Pigment) and comfort using AI tools (such as Claude AI) to drive analytical productivity.

Solid understanding of core SaaS post-sales business metrics (e.g., NRR, GRR, Churn, ARR).

Strong communication, interpersonal, and presentation skills to interact effectively with business partners and executive management.

High adaptability and problem-solving skills; comfortable working in a fast-paced team with evolving priorities.

Collaborative mentality by prioritizing ‘we’ and not focusing on ‘me’.

Begin 1:1’s with your manager, understand your 30-60-90 plan, meet & shadow current members of the Salesloft team, and delve into your group(s)

Set your OKRs (Objectives and Key Results) with your manager and develop an action plan to achieve them

Meet key partners in the broader Finance team, Business partners, Operations, etc. - they will be key relationships for you

Be introduced to our financial statements, systems (especially Pigment), processes, and data

Deepen understanding of the company’s financial processes, including budgeting, forecasting, variance analysis, and reporting

Begin collaborating directly with business partners to understand their budget, forecast, and assumptions behind them to assist in the next forecast

Develop relationships with all relevant stakeholders to provide analytical support for strategic and operational decision-making

Become the direct FP&A business partner and point of contact for your group(s) to act as a trusted advisor, providing financial guidance and support

Take ownership of budgeting and forecasting your respective group(s) with a focus on increased forecast accuracy and continual process improvement

Contribute to broader company-wide strategic planning in support of long-term goals and initiatives

Proactive identity areas of risk and opportunity within your group(s) and downstream impacts to other areas of the organization

At Clari + Salesloft, we are committed to creating an inclusive and supportive workplace where everyone belongs and can thrive. We focus on culture add, not culture fit, and believe our teams are made stronger by the unique perspectives, experiences, and identities each person brings.

We are proud to be an Equal Opportunity Employer and provide employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, pregnancy, or any other characteristic protected by law.

If you’re excited about this role even though your experience may not perfectly match every requirement, we encourage you to apply. We are actively hiring across multiple geographies and would love to welcome passionate, curious, and mission-driven individuals to our growing team. Explore our open roles and consider joining us!

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Please note that all official communication regarding job opportunities at Clari + Salesloft will come from an @clari.com or @ salesloft.com email address. If you receive messages on LinkedIn or other job platforms claiming to be from Clari + Salesloft, they may not be legitimate. To verify the authenticity of any job-related communication, please visit our official Careers site.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, notetaking, or summarizing responses. These tools assist our recruitment team but do not replace human judgment — all hiring decisions are made by people. If you would like more information about how your data is processed or prefer to opt out of any AI-assisted tools, please let your recruiter know. Opting out will not impact your experience or consideration.

It is Clari + Salesloft’s intent to pay all Lofters competitive wages and salaries that are motivational, fair and equitable. The goal of Clari + Salesloft’s compensation program is to be transparent, attract potential employees, meet the needs of all current employees and encourage employees to stay with our organization.

Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, certifications, and specific work location.

The total compensation package for this position may also include performance bonus, benefits and/or other applicable incentive compensation plans.

- Bachelor’s degree in Finance, Accounting, Economics, or related field (or equivalent experience)

- Proven experience in financial analysis, FP&A, or similar role, preferably in a SaaS or technology company

- Advanced Excel skills; familiarity with financial systems (e.g., ERP, CRM tools like Salesforce)

- Experience partnering with cross-functional teams (e.g., Customer Success, Professional Services, G&A)

- Familiarity with data integrity practices and collaboration with Revenue Operations or Order Management teams