Salesforce

Senior Analyst of Strategic Planning / Data Analytics

Salesforce • $94K — $142K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Data Science, Economics, Finance, Math/Statistics or related field.
  • Minimum 3 years of experience in data analysis, business analytics, financial due diligence, and strategic planning.
  • Experience in management consulting or strategy preferred.
  • Proficiency with SQL and statistical analysis tools (Python/R, Tableau).
  • Strong knowledge of data visualization best practices and optimization techniques.
  • Ability to synthesize complex information into clear strategic insights.
  • Demonstrated skills in stakeholder engagement and cross-functional collaboration.

Responsibilities

  • Create scalable reporting assets to enhance self-service analytics and reduce ad-hoc requests.
  • Coach team members on Tableau usage and analytics best practices to improve output quality.
  • Conduct in-depth analysis of complex datasets to extract actionable insights for Customer Success Group (CSG).
  • Develop detailed data models to support strategic decision-making at scale.
  • Design, develop, and maintain interactive Tableau dashboards for end-user access.
  • Clean raw data and build predictive machine learning models to enhance accuracy and performance.
  • Collaborate with stakeholders to translate business needs into data-driven solutions.

Benefits

  • Comprehensive health and wellness programs.
  • Support for work-life balance with flexible working arrangements.
  • Professional development resources and training opportunities.
  • Networking opportunities with cross-functional teams and experts.
  • Employee resource groups that foster community and inclusion.
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
Software Engineering

Job Details

As a Senior Analyst of CS Strategy & Analytics, you will shape the long-term direction of our Customer Success organization through data-driven insights and strategic planning. This role focuses on product adoption strategy, analytics innovation, and scalable engagement motions to evolve Salesforce outcomes in an AI-first world. You will independently drive strategic initiatives, collaborate with senior stakeholders, and scale analytics quality and self-service capabilities. If you are a proactive strategic thinker with a proven track record in analytical frameworks and leading without formal authority, we encourage you to apply.

Key Responsibilities
- Driving analytics productization and self-service: Create scalable reporting assets that reduce ad-hoc requests and improve stakeholder access to insights.
- Coaching team members on Tableau and analytics best practices: Improve turnaround speed, dashboard quality, and stakeholder-ready outputs.
- Data analysis and interpretation: Conduct analysis of large and complex datasets to extract meaningful insights for CSG. Interpret data trends, patterns, and anomalies to inform strategic decision-making.
- Data analysis: Perform detailed data analysis and develop complex data models to derive actionable insights and support decision-making processes at scale.
- Dashboard development and self-service enablement: Design, develop, and maintain interactive dashboards and reports using Tableau and enable end-users through TableauNext.
- Machine learning modeling: Clean and preprocess raw data to ensure its quality, completeness, and usability for analytical and modeling purposes. - Identify and create relevant data features to enhance machine learning model performance and accuracy. Build predictive machine learning models under guidance of senior team members.
- Collaborative Problem Solving: Collaborate with stakeholders to understand business requirements and translate them into data-driven solutions. Work cross-functionally with engineering, product, and business teams to integrate data science solutions into existing systems.

Collaborative Partners
While this role is an individual contributor (IC) role, you will be expected to collaborate with various teams to drive the successful definition and planning of strategic initiatives. You will work closely with the following teams and individuals:

- Data & Analytics Resources: Partner with data and analytics team members to interpret data analyses and identify data-driven insights to ultimately drive strategic planning and inform executive decision-making.
- Internal Cross-Functional Experts: Work across various teams and individuals to uncover business context, gather insights, align stakeholders and understand high-level operational requirements around POVs & initiatives. This internal network will be key to transforming a big bet from a theoretical POV into the rhythm of the business.
- Project/Program Management: Collaborate with project and program managers to ensure the effective planning, design and delivery of strategic initiatives.

Role Requirements
Education: Bachelor's Degree in Data Science, Economics, Finance, Math/Statistics or a related field.

Experience: A minimum of 3 years of professional experience in roles requiring data, business analytics, financial due diligence, strategic planning and business acumen. Background in management consulting or strategy is highly preferred.

Proficiency with databases (SQL, etc.). Strong knowledge of statistics and experience using statistical packages for analyzing datasets (Python/R, Tableau etc.)

Strong experience with data visualization tools (e.g., Tableau) and knowledge of best practices, performance optimization techniques, and agentic capabilities.

Self-Driver: Proven ability to synthesize multiple sources of information into a compelling strategic point of view. Comfortable working in a fast-paced, evolving and occasionally ambiguous environment.

Stakeholder Engagement: Strong interpersonal and communication skills, collaborating effectively with stakeholders, communicating complex topics using simple language and building organizational consensus.

Analytical Skills: Familiarity with data and analytics concepts, able to work with data professionals to translate data-driven insights into actionable recommendations.

Cross-Functional Collaboration: Demonstrated ability to work in a cross-functional team environment, fostering collaboration and alignment. Experience managing complex projects and initiatives, ensuring timely delivery and successful implementation.

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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Join Salesforce today and be part of a company that's shaping the future of technology, fostering a culture of innovation, and building a more equitable world.
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
NASDAQ

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