• Assist in managing and maintaining our CRM systems (like Salesforce) to ensure our sales data is as accurate as a Swiss watch. • Support sales forecasting, pipeline analysis, and performance tracking. • Dive into the data to analyze revenue trends and provide insights to optimize sales strategies. • Collaborate with cross-functional teams to streamline processes and boost operational efficiency. • Assist in creating reports and dashboards that provide leadership with the insights they need to steer the ship. • Conduct data clean-up, validation, and process documentation to ensure our information is pristine. • Build, maintain dashboards and reports in PowerBI. • Work in Clari to support sales forecasting, pipeline analysis, and performance tracking. • Use AI to automate manual workflows and accelerate data analysis for better decision-making.

Job Title: RevOps Apps & Automation Manager Location: United States, Remote This is a fully remote opportunity and can be worked from any location in the United States. ABOUT THE COMPANY: 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. THE OPPORTUNITY: At Clari + Salesloft, our RevOps Apps & Automation Manager will be pivotal to our company’s success. You will be a key member of our fast-growing and high-performing Revenue Operations Team. The Apps and Automation Manager will report to the Director of CX Operations, and own the CX Tech stack from end to end and ensure our CSMs and Sellers have the most automated and efficient workflows. This will include working with stakeholders to determine the best strategy, leveraging AI to drive innovation, and taking full ownership of the success metrics for each tool within the stack. On a day-to-day basis, you will be responsible for overseeing the systems that power our revenue engine and advising CX Leaders on tech adoption and opportunities for growth. Specifically, you will: - Own the CX Tech stack from end to end, continually identifying areas for tool consolidation, growth, and optimization. - Ensure our CSMs/Sellers have the most automated and efficient workflows by defining program controls, processes, and governance structures for all systems. - Leverage AI to streamline and standardize project methodologies and productivity tools across the CX organization to drive continuous improvement. - Work with stakeholders to determine the best strategy for tool utilization, partnering with Enablement to address targeted areas for improvement. - Own the success metrics of each tool you own, ensuring maximum ROI and tracking user adoption. - Collaborate with counterparts in product, product marketing, finance, and marketing to carry out change management for system rollouts and integrations. - Operate in a proactive and flexible manner, with the ability to lead multiple projects at once and pivot quickly when priorities change. In addition to working with amazing colleagues who exemplify our ‘team over self’ core value, you will also have the opportunity to help us win an established, growing category redefining the way companies grow revenue. You will have an opportunity to make a difference. WHAT WE’RE LOOKING FOR: We are seeking a bias-towards-action, results-oriented, motivated and strategic operations professional who can collaborate cross-functionally while remaining laser-focused on impacting our key numbers. Specifically, you will play a pivotal role in helping us scale the Customer Organization in this next phase of rapid growth. If you’re looking for an opportunity to learn more, do more, and become more, then becoming a RevOps Apps & Automation Manager is the career path for you! THE TEAM: Our Clari + Salesloft Revenue Operations team is comprised of seasoned and up-and-coming RevOps professionals who are all aligned on one vision and mission: - Vision: Fundamentally transform the way buyers and sellers drive repeatable outcomes - Mission: Bring science to the art of sales THE SKILL SET: - 3+ years in a CX Operations, Revenue Operations, Program Management, or similar role; strong preference for experience with project management. - Experience overseeing a portfolio of related projects and managing high-level dependencies. - Proficient building working models based on complex data sets. - Track record of using data to transform business processes. - Excellent intrapersonal skills; ability to serve as the primary point of contact for executive sponsors and department heads, working well with all levels of employees. - You can say "no" to a stakeholder in a way that makes them feel heard and supported. - You see the complex web of dependencies before they become problems. - Proven track record of managing complex, cross-functional projects impacting Customer Success, Support, or Professional Services teams. - Must be a self-starter, creative, high energy, and comfortable running an initiative in a start-up paced software company. 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! #LI-Remote 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 Page. 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. Base Pay Range $107,000—$174,000 USD

Role Mission As the Reservations Revenue Specialist, you are the final line of defense for the company’s bottom line. You will ensure that every reservation is financially accurate and operationally sound from booking through post-travel resolution. By auditing pro-formas, managing the lifecycle of credits and refunds, and holding partners accountable to contractual terms, you bridge the gap between our sales intent and our financial reality. You are the guardian of our margins and the key to a seamless accounting close. Key Responsibilities 1. Financial Audit & Margin Integrity - Pro Forma Reconciliation: Conduct rigorous daily audits of pro forma invoices for manual reservations to identify and correct pricing or tax discrepancies. - Margin Protection: Verify that all costs align with expected margins; investigate and resolve any variances with partners before authorizing payments. - Data Hygiene: Maintain pristine data entry in the Admin system and perform cross-system reconciliation with TRAMS to ensure consistency for the Accounts Payable closing process. 2. Transactional Accuracy (Refunds & Credits) - Ledger Management: Maintain a meticulous ledger of travel credits and refunds, ensuring they are applied accurately and reflected in financial dashboards. - Operational Reporting: Provide weekly and monthly snapshots of refund/credit trends to identify operational leaks or recurring partner issues. - Lifecycle Tracking: Ensure no travel credit expires unused or goes unrecorded, maximizing the value of every dollar. 3. Partner Advocacy & Dispute Resolution - Contract Enforcement: Communicate directly with our partners - hotels and ground partners - to ensure they honor agreed-upon rates and terms. - Strategic Negotiation: Act as the primary escalation point for discrepancies. Negotiate with ground partners for client resolutions (e.g., room refunds, comped nights) in collaboration with the Reservations team. - Relationship Diplomacy: Use "firm but fair" communication to enforce contracts without damaging long-term partner ecosystems. 4. Revenue Intelligence - Trend Analysis: Proactively flag consistent under-margin bookings and identify partners with high error rates or refund-heavy products. - Process Improvement: Recommend adjustments to booking workflows to prevent recurring financial discrepancies. Core Competencies - Radical Autonomy: Self-initiative to act on the business’s behalf and solve complex financial puzzles - Margin Logic & Precision: The ability to validate exact margin percentages and dollar amounts by applying contract terms to raw data. Must intuitively understand the impact of Net vs. Rack on the bottom line. - Assertive Diplomacy: Comfortable citing "Section X" of a contract to partners or internal teams to protect margins, without burning bridges. - Financial Frugality: A mindset where every dollar and percentage point matters; a natural drive to investigate when "something feels off." - Organizational Closure: A drive to "close the loop"—leaving no refund unrecovered or credit unapplied. Experience & Requirements - Experience: 5+ years of experience in Revenue Management, Accounting, Bookkeeping, or Supplier Relationship Management within the travel industry (Hotels, DMC, Tour Operator, or Wholesale). - Industry Knowledge: Mastery of travel industry pricing (Net vs. Rack/Gross) and the distribution landscape. - Technical Skills: Advanced mathematical proficiency, contractual literacy, and a deep understanding of financial lifecycles (AR/AP). - Native-Level Communication: Must possess native-level English (written and spoken) to communicate with total confidence, authority, and nuance when dealing with global partners and internal leadership. - Education: Degree in Finance, Accounting, Business Administration, or a related field preferred. - Geography: If based in LATAM, prior experience working with US-based companies is preferred. LatAm-based candidates are welcome to apply. Candidates located outside the United States will be engaged under an independent contractor agreement. You will be responsible for managing your own social security and taxes in accordance with the regulations of your home country. Please take this into consideration before applying.

• Own the CX Tech stack from end to end, continually identifying areas for tool consolidation, growth, and optimization. • Ensure our CSMs/Sellers have the most automated and efficient workflows by defining program controls, processes, and governance structures for all systems. • Leverage AI to streamline and standardize project methodologies and productivity tools across the CX organization to drive continuous improvement. • Work with stakeholders to determine the best strategy for tool utilization, partnering with Enablement to address targeted areas for improvement. • Own the success metrics of each tool you own, ensuring maximum ROI and tracking user adoption. • Collaborate with counterparts in product, product marketing, finance, and marketing to carry out change management for system rollouts and integrations. • Operate in a proactive and flexible manner, with the ability to lead multiple projects at once and pivot quickly when priorities change.