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Job Category

Finance and Operations

Job Details

The Analyst/Sr. Analyst, CSG Strategy & Analytics professional will play a crucial role in supporting the explosive growth of Salesforce. This role is a hybrid of jobs in strategic planning, sales strategy, business operations, analysis, and reporting.

This role is part of a high-performance team comprised largely of former management consultants. Success in this role means assisting the Customer Success Group (CSG) to drive the continued success of Salesforce by supporting our customer success strategy. Projects range from the strategic to the very operational and could include business planning, providing actionable insights, supporting the creation of the retention strategy, evaluating growth opportunities, building / analyzing data sources of truth, and regular review of key performance metrics.

The deliverables include detailed analytic models, custom performance analysis, building a 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.

The successful candidate will have relentless curiosity and possess a passion for creating innovative analysis to identify opportunities. Moreover, this person will excel at extracting insights from data and converting ideas to action.

Responsibilities:

• Deliver recommendations and insights that support senior stakeholders (VPs and SVPs) manage their KPIs

• Proactively identify trends, risks, and opportunities in the business to influence and set market / account strategy

• Understand the underlying data architecture supporting Customer Success and how to use it to report on business performance

• Identify and optimize the true drivers of financial performance, productivity, customer engagement and other metrics

• Assist in developing and delivering presentations for senior executives to engage with their leaders or counterparts

Desired Skills/Experience:

• 3 years of management consulting and/or business operations experience.

• Valuable work experience focused on quantitative analysis and logical reasoning including experience with SQL, Tableau, or other data visualization tools

• Strong communication skills, both written and verbal

• Familiarity with CRM and data management

• 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.

• Self-starter and high degree of motivation to go above and beyond the task at hand

• Detail and quality-oriented with the desire to quickly learn new concepts, business models, and technologies

• Bachelor’s degree in quantitative field from an accredited university. MBA a plus

• Li-Y

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