Financial Analyst

Salesloft, Inc.; United States; Remote; USD 67,000 - 78,000; Full time

Job summary

Salesloft, Inc. is seeking a Financial Analyst to join the Finance team and partner with Customer Success, Professional Services, and G&A to align planning with company growth.

You will own budgeting, forecasting, and variance analysis, while building and maintaining revenue metrics and executive reports. You will leverage Pigment and Claude AI to accelerate analysis and model scenarios in a fast-paced SaaS environment.

Qualifications

• 2 to 3 years of FP&A, Sales Ops, or quantitative financial analysis in high-growth tech or B2B SaaS.
• Advanced proficiency in Microsoft Excel / Google Sheets for financial modeling.
• Hands-on experience with Pigment FP&A platform and comfort using Claude AI to drive analytics and automation.
• Solid understanding of core SaaS post-sales metrics (NRR, GRR, Churn, ARR).
• Strong communication, interpersonal, and presentation skills with executives.
• High adaptability and problem-solving in a fast-paced environment.
• Collaborative mindset prioritizing team over individual contributions.

Responsibilities

• Lead Financial Partnering: support departmental heads with headcount, budgeting, forecasting, and variance analysis.
• Maintain Revenue & Retention Metrics: own retention/churn forecasting models with Revenue Ops and Order Management.
• Drive Executive Reporting: prepare monthly/quarterly management reporting and insights for senior leadership.
• Leverage Modern Tech & AI: use Pigment as FP&A platform and Claude AI to accelerate analysis and automate workflows.
• Execute Strategic Modeling: perform ad-hoc financial modeling and scenario analyses.

Skills

FP&A

Excel

Pigment

Claude AI

SaaS metrics

Communication

Collaboration

Tools

Pigment FP&A platform

Claude AI

Excel/Sheets

Job description

Headquarters: United States, Remote

Job Title: Financial Analyst

Location: United State, REMOTE

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.

THE OPPORTUNITY:

At 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:

• Lead Financial Partnering: Support departmental heads with headcount management, monthly budgeting, forecasting, and actuals variance analysis.
• 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.
• Drive Executive Reporting: Prepare monthly and quarterly management reporting - analyzing financial results, identifying key operational trends, and communicating 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 Strategic Modeling: Perform ad-hoc financial modeling and scenario analyses to evaluate operational risks and strategic business initiatives.

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.

WHAT WE'RE LOOKING FOR:

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 TEAM:

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.

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.
• 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'.

At 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.

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#LI-REMOTE

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

Base Pay Range

$67,000-$77,500 USD

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.