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Senior Analyst, Sales Operations & Forecasting (CSG)

AT Salesforce
Salesforce

Senior Analyst, Sales Operations & Forecasting (CSG)

Atlanta, GA

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

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Salesforce is looking for a highly motivated team member to structure, lead, deliver, and analyze the sales forecast in support of the Customer Success Group's (CSG) Sales Organization. This role will be focused on delivering the forecast & go-to-market strategy for our Success Plan products (Premier & Signature). The role will require business analysis and Salesforce reporting work, as well as the ability to partner and collaborate with team members throughout Salesforce.

This role will use data to forecast the performance of the global Success Plan business on a weekly, quarterly, and annual basis. This role will provide insights into performance by region, product, & market segment, and use that data to make recommendations on go-to-market strategy adjustments that should be pursued. Deliverables include sales strategy, identifying focus areas, sales program proposals, custom performance analysis, process documentation, reporting, and dashboards to presentation-ready content for senior Salesforce leadership.

Responsibilities:

  • Lead, prepare, and present the weekly sales forecast & quarterly business review to senior leadership
  • Use data to execute, track, and report on the success of sales initiatives
  • Identify and recommend areas of strategic focus for the global sales teams
  • Leverage data and insights to make recommendations to the business, prepare ad-hoc analysis, & lead projects as needed
  • Represent the Success Plan Sales team on broader cross-functional projects involving other parts of the business as needed

Desired Skills/Experience:

  • 4+ years of relevant experience, ideally in Sales Strategy, Business Operations, Strategic Finance, Consulting or related fields
  • Proven success in sales strategy or business operations related to business metrics, operations, and revenue growth
  • 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

  • Proficiency with Tableau, Salesforce, Google Sheets, Snowflake, & SQL
  • Maintaining accuracy while manipulating large data sets
  • Comfortable diving into data to develop recommendations based on partner feedback & business needs
  • Strong communication skills to translate complex info into easily digestible insights and executive presentations
  • Outstanding problem solving skills: consistent track record to ask questions, structure sophisticated problems, develop solutions and recommendations
  • Highly collaborative style with strong networking skills across business functions
  • Self-starter motivated to go above and beyond the task at hand and succeed in a collaborative, fast-paced environment.
  • Knowledge of Salesforce product and platform features, capabilities, and best use

Accommodations

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Posting Statement

At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at www.equality.com and explore our company benefits at www.salesforcebenefits.com.

Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce.

Salesforce welcomes all.

For Washington-based roles, the base salary hiring range for this position is $100,100 to $137,600.

For Illinois based roles, the base salary hiring range for this position is $100,100 to $137,000.

Compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, benefits. More details about our company benefits can be found at the following link: https://www.salesforcebenefits.com.

Client-provided location(s): Atlanta, GA, USA; Seattle, WA, USA; Indianapolis, IN, USA; Austin, TX, USA; Chicago, IL, USA
Job ID: Salesforce-JR274421
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Mental Health Benefits
  • Parental Benefits

    • Adoption Leave
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Casual Dress
    • Happy Hours
    • Snacks
    • Some Meals Provided
    • Company Outings
  • Vacation and Time Off

    • Paid Vacation
    • Unlimited Paid Time Off
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
    • Sabbatical
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Learning and Development Stipend
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Leadership Training Program
    • Professional Coaching
    • Work Visa Sponsorship
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Unconscious Bias Training
    • Diversity, Equity, and Inclusion Program

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