Description
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
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.
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.
