Salesforce

Private Equity Senior Analyst

Salesforce$89K — $151K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-4+ years of experience in private equity, venture capital, consulting, or digital transformation
  • Experience with international clients and teams
  • Exceptional communication and influencing skills
  • Strong analytical skills with proficiency in Google Sheets and Excel; knowledge of Salesforce CRM Analytics is advantageous
  • A self-starter with a proven ability to thrive in complex teams
  • High adaptability to ambiguity in a rapidly changing environment

Responsibilities

  • Support PE partnerships by delivering analytical insights and industry knowledge
  • Lead data analysis and performance reviews for portfolio assessment
  • Conduct in-depth market research on Private Equity firms
  • Facilitate due diligence processes for growth strategies
  • Act as a liaison between Salesforce and Private Equity partners
  • Develop and execute tailored go-to-market plans for partnerships
  • Manage updates on portfolio performance data to aid strategic initiatives

Benefits

  • Comprehensive resources to achieve work-life balance
  • Innovative tools powered by AI to enhance professional impact
  • Opportunities for personal and professional development
  • Supportive company culture aligned with core values
Full Job Description
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
Sales

Job Details

The Experience

You will be responsible for supporting the growth of our strategic Private Equity (PE) partnerships, bringing unique points of view, analytical rigor and a broad range of industry knowledge to drive growth. In your role, you will work directly with our senior PE relationship manager to deepen partnerships, accelerate value creation for the PE firm and scale the broader team as we continue to grow. You will be responsible for leading robust quantitative and qualitative analysis across PE firms' portfolios, developing unique points of view on value creation opportunities across the PE firm's portfolio and contributing to customer-facing engagements.

As a Sr. Analyst, you will support the origination of new opportunities and influencing sales cycles through a value selling approach that takes into consideration the specific transformation needs per portfolio company. You will help bring the "Best of Salesforce" product specialists, solution engineers, account teams, and industry experts and enable account teams and ecosystem partners on how to effectively sell to private equity owned companies.

What You'll Actually Be Doing

The Sr. Analyst will support the Private Equity Practice team in the following key areas of our go-to-market:

Data Analysis, Reporting and Strategic Projects
  • Support internal and external portfolio performance reviews to assess operational metrics/effectiveness on a recurring basis with leadership
  • Conduct thorough data analyses and deliver actionable insights that can be effectively communicated to senior executives of Salesforce and our clients
  • Own strategic projects that support the overall growth and success of the Private Equity Practice
  • Keep PE firms' portfolio information up to date through reporting and data analysis, processing

Market Research, Portfolio Company Due Diligence and Digital POV Research
  • Conduct market research on top Private Equity firms including fund cycle, investment approach, sector focus, digital transformation strategy and value creation approach
  • Post announcement, work with the portfolio company to rethink business and operating model opportunities and align Salesforce capabilities
  • Support Private Equity due diligence processes and help them quickly develop growth strategies for carve outs and new acquisitions

Business Development
  • Support our senior team in maintaining relationships with our strategic Private Equity Partners, helping provide a single view of Salesforce into the assigned patch of Private Equity firms
  • Act as an advocate for the partnership within the Private Equity firm and at Salesforce
  • Support the execution of the go-to-market plan for each Private Equity partner with clear success metrics
  • Leverage all the Salesforce resources needed to ensure portfolio company customer success
  • Understand the intricacies, politics, and strategies required to implement a partnership program


You're Our Person If...
  • 2-4+ years of working experience, ideally with exposure to private equity/credit, venture capital, consulting, strategy, enterprise software, AI or digital transformation
  • Experience working internationally, both with international clients and on international teams
  • Exceptional communication, strategic, influencing, and consulting skills
  • Strong analytical skills, proficient in Google Sheets and Excel. Basic knowledge of Salesforce CRM Analytics and Tableau is a big plus
  • A track record of growing in complex, multi-disciplinary teams
  • A high tolerance for ambiguity; ability to focus and implement in a rapidly changing environment, take charge and make things happen
  • An independent, self-starter with strong work ethic and personal drive and character qualities that match with our company's core values and inspire others to follow and act
  • A superior ability to build and maintain positive working relationships
  • Excellent business/professional English communication skills


Even Better If...
  • Degree in Economics, Finance, Accounting or Management from a top institution
  • Experience in an enterprise digital transformation in either B2B or B2C
  • Understanding of current SaaS market dynamics and current trends regarding Agentic AI
  • Genuine interest towards how AI is impacting businesses


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.

About Salesforce

ExactTarget is a provider of on-demand email marketing software solutions. Their suite of on-demand one-to-one marketing applications enables clients to send business-critical and event-triggered communications to increase sales, optimize marketing investments, and strengthen customer relationships. They offer four editions of their on-demand software application along with integrated solutions such as ExactTarget for AppExchange and ExactTarget for [Microsoft](/organization/Microsoft) Dynamics CRM.

Salesforce Careers

Joining Salesforce means becoming part of a dynamic, global team of professionals who are deeply committed to driving customer success and innovation. As the world's leading Customer Relationship Management (CRM) platform, Salesforce offers unparalleled job opportunities in technology and consulting, making it an ideal place for ambitious individuals looking to make a significant impact.

Work You'll Do

At Salesforce, every position is a chance to leverage your skills and creativity to transform businesses and industries. Our diverse team of experts collaborates to deliver cutting-edge solutions that foster growth and enhance leadership capabilities. By joining our team, you'll be at the forefront of digital innovation, using Salesforce's powerful platform to help clients navigate their transformation journeys.

Innovate and Lead

Salesforce is not just a company; it's a community where you can lead with your ideas and see them come to life. Our culture of innovation encourages you to challenge the status quo and push the boundaries of what's possible. With Salesforce, you'll work alongside leaders in technology and business who are committed to your growth and professional development.

Career Growth and Opportunities

Whether you're looking for an internship, a full-time position, or leadership roles, Salesforce provides a wealth of opportunities to advance your career. Our commitment to professional growth is reflected in our robust training programs, including leadership development and diversity training, designed to help you excel at every stage of your career.

Be Part of a Great Team

Salesforce prides itself on a culture that values diversity, teamwork, and open communication. We believe that our strength lies in our people, and we're committed to creating an environment where everyone can thrive. Joining our team means being part of a supportive community that encourages networking and collaboration.

Benefits and Culture

At Salesforce, we understand that job satisfaction extends beyond the office. That's why we offer competitive benefits to support the health, well-being, and financial security of our employees and their families. From health insurance and retirement plans to wellness programs and flexible working arrangements, we provide the benefits that contribute to a better work-life balance.

Explore Job Opportunities

Ready to take the next step in your career? Explore the wide range of employment opportunities at Salesforce. From technical roles to customer engagement positions, we are continuously hiring talented individuals who are passionate about making a difference.

Stay Connected

Keep up to date with the latest at Salesforce by following our careers blog. Gain insights from the people who work here and learn how you can bring your career to the next level with Salesforce.

Apply Now

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Learn more about Salesforce
Size
73,541 employees
Market Cap
$130.4 billion
Industry
Net Income
$4 billion
Founded
2000
5 Year Trend
+25.7%
Revenue
$21.2 billion
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