Salesforce.com, Inc.
Senior Analyst Specialization CoE
Salesforce.com, Inc., San Francisco, California, United States, 94199
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.
Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap. Overview Salesforce is a leading AI CRM company focused on innovation and trust. We are looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and upholding Salesforce's core values.
Ready to level-up your career at the company leading workforce transformation in the agentic era? You are the future of Salesforce.
The Global Specialization CoE drives sustainable growth by developing Strategy and Go-to-Market across Specialized Sellers, Product teams and supporting functions. We design and evolve the GTM for Specialists, driven by data and insights. Our CoE unlocks productivity through measurement, inspection, and best-in-class tools to support Specialist Sales.
The organization is made up of high performing global teams that are inclusive, diverse, and empowered. One of those teams is the Global Specialist Operational Excellence team, focused on best-in-class tools, processes, practices and strategic recommendations for Specialist Sales and Strategy.
The Role: This role is for a
Sales Strategy and Operations Senior Analyst
in the Specialization CoE's
Specialist Operational Excellence team . You will support accurate Specialist Sales Reporting plus Forecasting and provide strategic recommendations for Go-To-Market planning. You will manage the weekly Global Specialist Forecast, support Forecasting/Reporting infrastructure, collaborate on BI tool development, and contribute to various analytical and operational projects. You will work with CoE leadership, Specialist Sales and Strategy leadership, and cross-functional partners to drive executive-level recommendations for Specialist Distribution teams. The role requires interaction with various areas of the organization and provides exposure to senior executives. A successful candidate will have curiosity, operational rigor, and a passion for extracting actionable insights from data.
Key Responsibilities
Define Specialist Reporting and Forecasting models in alignment with GTM
Manage the weekly consolidated global forecast for Specialist Sales at Salesforce
Set up and maintain Google Sheets and Tableau assets for tracking and monitoring Specialist Sales performance; derive insights to identify opportunities
Create and automate queries from Snowflake to extract data from Salesforce databases, clean and format data for reporting on sales performance and trends
Build executive presentations to Senior Leaders on KPIs and analyses to provide strategic recommendations
Collaborate with the Central Analytics Team on Global Dashboards for Specialist Sales reporting and tracking; coordinate with Data Analytics, Territory Operations and Business Technology teams on field definitions
Quality assurance of Global Dashboards data by cross-referencing datasets
Support global and regional Strategy teams and Specialist Sales Leadership on operational and reporting challenges; enable Specialist Sellers on Forecasting, Tooling and Salesforce CRM rigor
Troubleshoot operational issues; drive changes to systems/processes to fix root causes
Engage in analysis and guidance for annual GTM, Capacity and Territory Planning for Specialist Sellers
Revise forecasting hierarchy and models to align with GTM for annual planning and mid-year adjustments
Contribute to other strategic projects and initiatives, including evaluating opportunities for products or business units and process improvements
Required Skills/Experience
3+ years of professional sales/product strategy, business operations or programs experience with quantitative analysis, financial modeling and sales operations
2+ years experience using Google Sheets/Excel for complex analyses and modeling
2+ years experience working with Business Analytics
Problem-solving skills with ability to break down complex problems for structured analysis and actionable recommendations
Understanding of SQL/SOQL for pulling data
Strong communication skills, including building compelling PowerPoint or Google Slide presentations
Ability to translate complicated information into consumable narratives for different audiences
Cultural competence and ability to collaborate cross-functionally
Flexibility to adjust to new demands, navigate ambiguity and prioritize work
High personal accountability and results orientation
Self-starter with motivation to go above and beyond when needed
Preferred Skills/Experience The following experiences or skills are beneficial for preparedness for this position, but are not required to be a qualified candidate. If you have these, they are strengths worth highlighting.
Bachelor's degree in Business, Computer Science, Engineering or a related quantitative discipline; or equivalent relevant experience
Previous international experience or global team roles
GTM Planning experience
Familiarity with Salesforce CRM or other CRM software
Experience aggregating large datasets using SQL, SOQL, Tableau or similar tools
Ability to automate data extraction using Airflow, Python or similar
Work experience in Software-as-a-Service or High-Technology companies
Experience in CRM Admin/Consulting; Strategy (Product or Sales), Business or Revenue Operations; Finance, Product Management; Management/Technology consulting
Extracurricular or volunteering leadership roles
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 shape the future and redefine what's possible for yourself, for AI, and the world.
Accommodations If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.
Posting Statement Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. We hire based on merit and qualifications without regard to protected characteristics. In the United States, compensation is determined by location, job level, knowledge, skills and experience. This role may offer incentive compensation, equity, and benefits. Benefits include time off, medical/dental/vision, mental health support, parental leave, life and disability insurance, 401(k), and employee stock purchase program. More details at the Salesforce benefits site. Salesforce will consider qualified applicants with arrest and conviction records. Salary ranges for various locations may apply as stated in the posting.
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Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap. Overview Salesforce is a leading AI CRM company focused on innovation and trust. We are looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and upholding Salesforce's core values.
Ready to level-up your career at the company leading workforce transformation in the agentic era? You are the future of Salesforce.
The Global Specialization CoE drives sustainable growth by developing Strategy and Go-to-Market across Specialized Sellers, Product teams and supporting functions. We design and evolve the GTM for Specialists, driven by data and insights. Our CoE unlocks productivity through measurement, inspection, and best-in-class tools to support Specialist Sales.
The organization is made up of high performing global teams that are inclusive, diverse, and empowered. One of those teams is the Global Specialist Operational Excellence team, focused on best-in-class tools, processes, practices and strategic recommendations for Specialist Sales and Strategy.
The Role: This role is for a
Sales Strategy and Operations Senior Analyst
in the Specialization CoE's
Specialist Operational Excellence team . You will support accurate Specialist Sales Reporting plus Forecasting and provide strategic recommendations for Go-To-Market planning. You will manage the weekly Global Specialist Forecast, support Forecasting/Reporting infrastructure, collaborate on BI tool development, and contribute to various analytical and operational projects. You will work with CoE leadership, Specialist Sales and Strategy leadership, and cross-functional partners to drive executive-level recommendations for Specialist Distribution teams. The role requires interaction with various areas of the organization and provides exposure to senior executives. A successful candidate will have curiosity, operational rigor, and a passion for extracting actionable insights from data.
Key Responsibilities
Define Specialist Reporting and Forecasting models in alignment with GTM
Manage the weekly consolidated global forecast for Specialist Sales at Salesforce
Set up and maintain Google Sheets and Tableau assets for tracking and monitoring Specialist Sales performance; derive insights to identify opportunities
Create and automate queries from Snowflake to extract data from Salesforce databases, clean and format data for reporting on sales performance and trends
Build executive presentations to Senior Leaders on KPIs and analyses to provide strategic recommendations
Collaborate with the Central Analytics Team on Global Dashboards for Specialist Sales reporting and tracking; coordinate with Data Analytics, Territory Operations and Business Technology teams on field definitions
Quality assurance of Global Dashboards data by cross-referencing datasets
Support global and regional Strategy teams and Specialist Sales Leadership on operational and reporting challenges; enable Specialist Sellers on Forecasting, Tooling and Salesforce CRM rigor
Troubleshoot operational issues; drive changes to systems/processes to fix root causes
Engage in analysis and guidance for annual GTM, Capacity and Territory Planning for Specialist Sellers
Revise forecasting hierarchy and models to align with GTM for annual planning and mid-year adjustments
Contribute to other strategic projects and initiatives, including evaluating opportunities for products or business units and process improvements
Required Skills/Experience
3+ years of professional sales/product strategy, business operations or programs experience with quantitative analysis, financial modeling and sales operations
2+ years experience using Google Sheets/Excel for complex analyses and modeling
2+ years experience working with Business Analytics
Problem-solving skills with ability to break down complex problems for structured analysis and actionable recommendations
Understanding of SQL/SOQL for pulling data
Strong communication skills, including building compelling PowerPoint or Google Slide presentations
Ability to translate complicated information into consumable narratives for different audiences
Cultural competence and ability to collaborate cross-functionally
Flexibility to adjust to new demands, navigate ambiguity and prioritize work
High personal accountability and results orientation
Self-starter with motivation to go above and beyond when needed
Preferred Skills/Experience The following experiences or skills are beneficial for preparedness for this position, but are not required to be a qualified candidate. If you have these, they are strengths worth highlighting.
Bachelor's degree in Business, Computer Science, Engineering or a related quantitative discipline; or equivalent relevant experience
Previous international experience or global team roles
GTM Planning experience
Familiarity with Salesforce CRM or other CRM software
Experience aggregating large datasets using SQL, SOQL, Tableau or similar tools
Ability to automate data extraction using Airflow, Python or similar
Work experience in Software-as-a-Service or High-Technology companies
Experience in CRM Admin/Consulting; Strategy (Product or Sales), Business or Revenue Operations; Finance, Product Management; Management/Technology consulting
Extracurricular or volunteering leadership roles
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 shape the future and redefine what's possible for yourself, for AI, and the world.
Accommodations If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.
Posting Statement Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. We hire based on merit and qualifications without regard to protected characteristics. In the United States, compensation is determined by location, job level, knowledge, skills and experience. This role may offer incentive compensation, equity, and benefits. Benefits include time off, medical/dental/vision, mental health support, parental leave, life and disability insurance, 401(k), and employee stock purchase program. More details at the Salesforce benefits site. Salesforce will consider qualified applicants with arrest and conviction records. Salary ranges for various locations may apply as stated in the posting.
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