Strategy and Operations Senior Analyst

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Operations

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

A blend of strategy and operational execution, the Strategy & Operations Senior Analyst partners with Renewals Leadership as a trusted advisor, focused on managing the day-to-day operations of our forecasting process and driving enhancements across the motion. This role requires deep alignment with multiple levels of leaders within the Renewals Business and cross-functional alignment with the Sales and Customer Success organizations. This role supports the weekly forecasting process and is responsible for managing data & processes related to that motion. This person will leverage data-backed insights to drive improvements to our forecasting tooling end to end, from requirements gathering, to build, to deployment. This individual will be highly detail-oriented and impactful in helping leaders run their business! 

We’re looking for highly passionate candidates who have relentless curiosity, a startup mentality, attention to detail, willingness to manage multiple priorities, and ability to deal with ambiguity effectively. This is an individual contributor role reporting to the Director, Renewals Strategy & Operations.

Responsibilities

• Manage the custom forecast hierarchy and tooling across Renewals

• Own metric definitions and requirements for evaluating forecast performance

• Continuously improve/automate data refreshes and pipeline necessary to forecast efficiently

• Monitor performance and adoption of forecasting assets 

• Create executive-level presentations for operating unit and global leadership reviews

• Partner with the Analytics team and perform ad-hoc analyses across multiple data sets and tools (examples of analyses include customer segmentation, participation, likelihood to churn, etc.) 

Experience

• 2+ years of professional experience, ideally in Consulting, Sales Strategy, or Business Operations roles

• Experience with forecasting, business analysis, process improvement, and data visualization

• Strong business acumen and stakeholder management

• Degree or equivalent relevant experience required. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)

Skills

• Excellent presentation and executive engagement skills

• Outstanding written and verbal communication skills with the ability to craft compelling stories 

• Self-starter and high degree of motivation to go above and beyond the task at hand and succeed in a collaborative, fast-paced environment

• Ability to translate complex information into easily consumable insights

• Intermediate or better mastery of Snowflake/SQL and Excel/G-sheets

• Intermediate or better mastery of tools like Gemini and/or Claude

• Beginner or better mastery of Tableau

• Working knowledge of Salesforce

• Flexible schedule, the ability to work with our global Renewals teams in different time zones

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.

At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $94,000 - $142,300 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $112,900 - $155,200 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.