Financial Analyst, R&D at Salesloft

Salesloft: Financial Analyst, R&D

Headquarters: United States, Remote Location: United States, REMOTE

About the Role

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.

As a Financial Analyst, you will be a pivotal member of our fast-growing and high-performing Finance team. You 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 ensure our R&D investments directly fuel platform innovation and growth.

Responsibilities

On a day-to-day basis, you will serve as the dedicated finance partner to our Research & Development (Product & Engineering) organization alongside our FP&A leadership. Specifically, you will:

• Lead R&D Financial Partnering: Serve as the dedicated finance partner to Product & Engineering leadership, evaluating unit-level economics, engineering headcount, and investment KPIs that drive our product roadmap.
• Drive Executive Reporting: Prepare monthly and quarterly management reporting—analyzing financial results, tracking key trends, and communicating business risks and insights to senior leadership.
• Leverage Modern Tech & AI: Utilize Pigment as our core FP&A planning platform and Claude AI to accelerate data analysis, reporting, and scenario modeling to automate finance workflows.
• Execute Business Case & Strategic Modeling: Perform ad-hoc business case evaluations and scenario analyses to guide strategic technology initiatives and investment decisions.
• Support Financial Operations: Partner with Accounting during the month-end close process to complete variance analysis and assist with R&D financial reporting.

What We’re Looking For

We are seeking a self-motivated, tech-savvy, 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 optimize financial strategy for software engineering teams.

The Team

Our Clari + Salesloft Finance team is comprised of seasoned and up-and-coming finance and analytics professionals. The team consists of results-oriented SaaS professionals with a strong analytical mindset and a passion for strategic problem solving. The team members are collaborative, highly curious, detail-oriented, and focused on helping the company scale cleanly.

The Skill Set

• 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.
• Exposure to or strong interest in R&D and technology finance (e.g., engineering headcount planning, cloud infrastructure costs, or software capitalization).
• Tech-savvy with strong analytical skills and the ability to learn new systems and workflows quickly.
• Excellent communication, interpersonal, and presentation skills to interact effectively with engineering leaders and executive management.
• Collaborative mentality by prioritizing ‘we’ and not focusing on ‘me’.

Onboarding Roadmap

Within One Month, You’ll:

• Attend Salesloft’s New Hire Orientation.
• Begin 1:1’s with your manager, understand your 30-60-90 plan, and shadow current team members.
• Set your OKRs (Objectives and Key Results) with your manager.
• Meet key partners in the broader Finance team, Business partners, and Operations.
• Be introduced to our financial statements, systems (especially Pigment), processes, and data.

Within Three Months, You’ll:

• Deepen understanding of the company’s financial processes, including budgeting, forecasting, variance analysis, and reporting.
• Become proficient in using all systems, especially Pigment.
• Begin collaborating directly with business partners to understand their budget, forecast, and assumptions.
• Drive the month-end close reporting and variance analysis for your group(s).
• Develop relationships with all relevant stakeholders to provide analytical support for strategic and operational decision-making.

Within Six Months, You’ll:

• Become the direct FP&A business partner and point of contact for your group(s) to act as a trusted advisor.
• Take ownership of budgeting and forecasting your respective group(s) with a focus on increased forecast accuracy and continual process improvement.
• Own the monthly financial reporting to your respective group(s), including ELT members.

Within Twelve Months, You’ll:

• Own the budget and long-range planning for your group(s).
• Contribute to broader company-wide strategic planning in support of long-term goals and initiatives.
• Proactively identify areas of risk and opportunity within your group(s) and downstream impacts to other areas of the organization.

Compensation

It is Salesloft’s intent to pay all Lofters competitive wages and salaries that are motivational, fair, and equitable. 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.

Base Pay Range: $67,000 – $77,500 USD

Equal Opportunity Employer

At Clari + Salesloft, we are committed to creating an inclusive and supportive workplace where everyone belongs and can thrive. 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.

Note: All official communication regarding job opportunities will come from an @clari.com or @salesloft.com email address. We may use AI tools to support parts of the hiring process, but all hiring decisions are made by people.

To apply: Click here to apply via We Work Remotely

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