Strategy and Analytics Lead

Finance

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.

Reporting to the Director of Strategic Planning for Customer Success, the Strategy & Analytics Lead will drive strategy and alignment with leaders around our Success go-to-market approach and be responsible for the execution of the plan. This individual will gain knowledge and experience on how an enterprise software company segments customers, optimizes headcount capacity, and goes to market, as well as become an expert on the Salesforce platform.

The role impacts thousands of Customer Success employees globally and is crucial in supporting the annual planning cycle. This is an opportunity to have direct interaction with leadership, influence decisions, and deploy resources, which ultimately drives growth and scale in our multi-billion dollar business. Success in the position requires a combination of strategic thinking, creative problem-solving abilities, effective communication skills, strong business acumen, and analytical skills.

You will be joining a world‑class team with exceptionally bright peers, and a management team that will coach you and give you opportunities to help grow your skills and your career.

Responsibilities :

• Leverage analytical thinking to coordinate with cross-functional teams and craft recommendations on go-to-market plan or other strategic recommendations

• Actively work across multiple business functions (Strategy & Ops teams, Field Leadership, Business Intelligence, Compensation, quota setting) to drive towards go-to-market strategy decisions & see out the corresponding execution with our upstream and downstream business partners

• Build strong relationships across the business and become a trusted resource for annual planning questions across Success, Renewals, and Success Plan Sales

• Build, design, and transform our processes, frameworks, and methodologies to make our strategic planning motion more efficient and effective

• Help deploy our alignment of resources to customers as part of our annual planning (Go For Growth) in Customer Success, with focus on Renewals and Success Plan Sales

• Support with ad-hoc strategic projects outside of the annual planning cycle, developing recommendations and presentations for executive leadership in Customer Success

• Orchestrate the design and implementation of all aspects of the go-to-market plan under the annual planning cycle. This includes account segmentation, resource allocation, territory assignment, etc.

• Develop guiding principles, enablement materials, change management/communications plans and more to support annual go-to-market planning and execution

Experience and

Skills Required:

• 5+ years of management consulting experience, sales strategy, sales operations, finance, corp strategy, or related experience

• Undergraduate degree minimum

• Transformation-oriented to drive things forward from status quo

• Passion for inventing solutions to complex business problems, making trade-offs between stakeholder groups, and persuading stakeholders of a chosen approach

• Ability to work independently and drive the details of a complex project plan spanning multiple teams

• Strong analytics skills in Google Sheets (or similar) to analyze data to develop insights and make data-driven recommendations

• Strong…