Manager, Strategic Planning & Analytics

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Job Category

Customer Success

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

As an Analyst of Strategic Planning, you will play a pivotal role in shaping the long-term direction of our Customer Success organization. You will be responsible for independently driving the development of a strategic point-of-view on critical business topics, as well as guiding the design of strategic initiatives. Your ability to develop a strong perspective on “big bets” for our business via the synthesis of data-driven insights and internal & external research and your individual business judgement, as well as your ability to collaborate with senior stakeholders, will be key to your success in this role. You will work in a dynamic and cross-functional environment, focusing on a strategic planning period of 2-5 years into the future.

This role offers a unique opportunity to shape the future of our organization, working closely with senior leaders and both internal & external experts to drive meaningful change and growth. If you are a strategic thinker with a proven track record in frameworks thinking, business planning, data and analytics and self-initiation — including the ability to lead without formal authority — we encourage you to apply.

Key Responsibilities

• 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.

• Dashboard Development and Maintenance: Design, develop, and maintain interactive dashboards and reports using Tableau.

• Data Cleaning and Preprocessing: Clean and preprocess raw data to ensure its quality, completeness, and usability for analytical purposes and collaborate with cross-functional teams to define data preprocessing pipelines.

• Feature Engineering: Identify and create relevant data features to enhance model performance and accuracy. Work closely with domain experts to extract valuable insights and incorporate to improve data processes.

• Reporting: Prepare comprehensive reports for executive leadership and stakeholders, effectively communicating trends, patterns, and predictions through clear and insightful visualizations and narratives.

• 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. PhD preferred.

• Experience: A minimum of 2-3 years of professional experience in roles requiring data, business analytics, financial due diligence, strategic planning and business acumen. Background as an engagement manager in Big 4, management consulting or strategy highly preferred.

• Technical expertise: regarding data models, database design development, data mining, and segmentation techniques.

• Proficiency with databases (SQL, etc.).

• Strong knowledge of statistics and experience using statistical packages for analyzing datasets (Python/R, Excel etc.)

• Experience with data visualization tools (e.g., Tableau).

• 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.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

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.

At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions.

The typical base salary range for this position is $117,400 - $177,600 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $140,900 - $193,700 annually.

The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.