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Job Category

Operations

Job Details

About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

The CSG Strategy & Analytics Senior Analyst professional will play a crucial role in supporting the explosive growth of Salesforce. This role is a hybrid of traditional jobs in strategic planning, sales strategy, business operations, reporting, and analysis – requiring a mix of market analysis, sales analytics, and business operational support.

This role is part of a high-performance team comprised of professionals from a diverse set of backgrounds and skills. Success in this role means assisting the Success Plan Sales team to drive the continued success of Salesforce by supporting our customer success strategy and will play a pivotal role in driving the growth of Salesforce's Success Plans. Sample projects range from the strategic to the very operational including evaluating growth opportunities, business planning, customer segmentation, dashboard creation and regular review of key performance metrics.

The deliverables include detailed analytic models, custom performance analysis, building scalable reporting, and packaging findings into presentation-ready content for Salesforce executives. The role requires interaction with various areas of the organization and provides exposure to senior executives.

We are seeking a strategic thinker who can effectively balance detailed analysis with a comprehensive understanding of broader business objectives. The ideal candidate will possess the ability to synthesize complex data and insights into clear, actionable strategies that align with our overarching goals. This role requires someone who can navigate both high-level strategic planning and intricate operational details, ensuring that all efforts contribute to the success of our organization.


Responsibilities:

• Deliver recommendations and insights that support senior stakeholders (VPs and SVPs) in managing their KPIs
• Proactively identify trends, risks, and opportunities in the business to influence and set market/account strategy
• Understand the underlying data architecture supporting the Success Plan Sales business, and how to use it to report on business performance and forecast results
• Identify and optimize the true drivers of financial performance, productivity, customer engagement, and other metrics
• Develop Business Intelligence (BI) dashboards for use by global leaders and field teams in the Success Plan Sales group and Customer Success Group
• Mentor a group of talented Analysts, Senior Analysts and Managers in their growth and understanding of the business. This includes offering guidance on complex projects, sharing industry insights, and supporting their development of critical skills necessary for success in their roles
• Assist in developing and delivering presentations for senior executives to engage with their leaders or counterparts

Desired Skills/Experience:

• 4+ years of experience in sales analytics, business intelligence, or a related field.
• Self-starter and a high degree of motivation to go above and beyond the task at hand
• Bachelor’s degree in the quantitative field from an accredited university. MBA or Masters in a technical field a plus
• Proficiency with SQL and Tableau (or a similar data visualization tool). Python and/or R a plus
• Valuable work experience focused on quantitative analysis, Excel, and logical reasoning
• Experience creating BI dashboards and assets end-to-end; from initial scoping, data wrangling, asset creation, deployment and enablement
• Familiarity with CRM and data management
• Strong communication skills; both written and verbal
• Team player able to lead and work effectively at all levels of an organization with the ability to influence others to move toward consensus
• Strong situational analysis, negotiation, and decision-making abilities.
• Detail and quality-oriented with the desire to quickly learn new concepts, business models, and technologies

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