• Be a trusted advisor, deeply understanding the customer’s business challenges and proactively address their evolving needs, all while making a lasting impact at the highest levels of business. • New account development and/or expanding existing accounts through maintaining revenue stream through successful renewal of existing business, and cross-sell and up-sell of new opportunities in a dedicated set of D&B solutions within an established portfolio of clients. • Map Dun & Bradstreet’s solutions to customer needs, ensuring a deep understanding of how our solutions can address specific business challenges, while demonstrating subject matter expertise. • Contribute to account-specific strategy by identifying customer needs through meeting with key influencers and stakeholders across the client organization. • Demonstrate product capabilities, overcome objections and create a customer-specific buying vision. • Drive credibility by combining use case expertise with vertical experience to demonstrate compelling success stories that will help drive business outcomes for customers. • Act as a bridge between customers and product development teams, conveying feedback and insights that can inform product enhancements and innovation. • Maintain consistent and accurate data in SFDC to support territory, account planning and forecasting. • Actively participate in Account Planning, Business Reviews, Quarterly Solutions reviews as required. • This role is intended for a professional who has wide-ranging experience.

• Structure budget management by creating and implementing financial tracking processes. • Integrate contract management processes with the new budgeting processes. • Interact and collaborate with multiple teams, including Accounting, Legal, and Procurement, to align and optimize processes. • Provide visibility into SaaS costs to support leadership in making informed decisions.

Role Overview We are currently welcoming applications for a Reservation Planning Advisor opportunity as part of our growing remote coordination team. In this position, you'll assist clients by supporting reservation-related steps, organizing planning timelines, and helping ensure trip arrangements remain accurate throughout the preparation process. This flexible remote role is a strong fit for individuals who enjoy working with details, communicating with clients, and helping keep travel plans moving forward smoothly. Training support and mentorship resources are provided to help new team members succeed in the role. Primary Responsibilities - Connect with clients to review travel preferences, schedules, and planning priorities - Assist with coordinating reservations for accommodations, transportation, and activities - Share updates related to booking confirmations and upcoming milestones - Review available travel packages and options using approved partner systems - Respond to client questions through phone, email, and secure messaging channels - Maintain organized digital records related to reservation activity - Participate in onboarding sessions and continued learning opportunities What This Opportunity Offers - Fully remote work environment - Flexible scheduling designed to support independent workflow - Guided onboarding with continued access to learning tools - Use of established reservation platforms and supplier partnerships - Eligibility for travel-related incentives and recognition opportunities - Opportunities to advance into expanded coordination or advisory roles Preferred Qualifications - Strong communication skills with a client-support mindset - Reliable attention to detail and organizational ability - Confidence working independently in a virtual environment - Comfort using web-based coordination and communication systems - Background in customer service, hospitality, scheduling, or administrative roles is helpful but not required - Must be at least 18 years of age - Applicants must be authorized to work within the United States, United Kingdom, Mexico, Australia, Spain, or approved hiring regions

• Own the financial reporting product roadmap: subledgers, standardized accounting-event interface, journal-entry flows, GL/ERP integrations, and reconciliation tooling. • Work with Engineering to define subledger patterns and the Accounting ↔ Engineering interface: accounting-event schemas, API contracts, domain boundaries, and migration strategies for operational systems to adopt the standard. • Translate accounting policy and audit requirements into product specs, posting logic, SOX controls, and implementable engineering requirements. • Lead matching/reconciliation strategy and automation: run vendor evaluations, define recon rules and ownership, and deliver reconciliation automation for high-volume, critical accounts. • Own data lineage, quality metrics, SLAs, monitoring, and remediation flows for critical reports and journal feeds. • Run product discovery, prioritization, and cross-functional programs: scope pilots, set success metrics, manage tradeoffs, and deliver production systems with Engineering, Accounting, and Finance. • Drive governance and change management: coordinate Accounting, Finance, Product and Engineering; own go-to-production signoffs, runbooks, and stakeholder training.