Senior Analyst Specialization CoE

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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.

The Global Specialization CoE drives sustainable growth for Salesforce's most strategic products, by developing the Strategy and Go-to-Market across Specialized Sellers, Product teams and supporting functions. We design and evolve the right GTM for Specialists (Subject Matter Expert Sellers focused on complex products and use cases), driven by data and insights. Our CoE unlocks increased productivity through measurement and inspection, plus best-in-class tools to support running Specialist Sales.

The organization is made up of high performing global teams - inclusive, diverse, engaged, and empowered - where our team members feel they belong, and do the best work of their careers. 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.

This role is for a 'Sales Strategy and Operations Senior Analyst' in the Specialization CoE's Specialist Operational Excellence team. You will play a key role in supporting accurate Specialist Sales Reporting plus Forecasting and creating strategic recommendations for Go-To-Market planning. You will be responsible for managing the weekly Global Specialist Forecast, supporting Forecasting/Reporting infastructure, collaborating on Business Intelligence tool development as well as various analytical and operational projects throughout the year. You will get to work with the CoE's leadership, Specialist Sales and Strategy leadership, plus cross-functional partners to drive executive-level recommendations for the success of industry-leading Specialist Distribution teams. The role requires interaction with various areas of the organization and provides regular exposure to senior executives. A successful candidate will have relentless curiosity, an appreciation for operational rigour and possess 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 Sheet and Tableau assets for tracking and monitoring Specialist Sales performance; derive insights to identify areas of opportunity and improvement

• 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 plus other quantitative and qualitative analysis, to provide strategic recommendations

• Work with the Central Analytics Team on Global Dashboards for Specialist Sales reporting and tracking, as well as Data Analytics, Territory Operations and Business Technology teams on custom 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; provide enablement to Specialist Sellers on Forecasting, Tooling and Salesforce CRM rigour

• Troubleshoot operational issues as they surface; 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 design of forecasting hierarchy, model and records to align with GTM, both as part of annual planning cycle, and for mid-year adjustments

• Other strategic projects and initiatives, such as evaluating areas of opportunity for products or business units and process improvement

• 3+ years of professional sales/product strategy, business operations or programs experience, or related field focused on quantitative analysis, financial modeling and sales operations

• 2+ years experience using Google Spreadsheets/Excel for complex analyses and modeling

• 2+ years experience working with Business Analytics

• Problem-solving skills, able to breakdown complex problems for structured analysis to extract insight and synthesize findings for actionable recommendations

• Understanding of using SQL/SOQL (Salesforce Object Query Language) for pulling data

• Strong communication skills, including building compelling PowerPoint or Google Slide presentations

• Ability to translate complicated information into consumable narratives and instructions adapted based on audience

• Cultural competence and ability to collaborate cross functionally

• Flexibility to adjust to new demands, navigate ambiguity and prioritize work

• High degree of personal accountability, through results orientation and taking responsibility for work

• Self-starter with motivation to go above and beyond when needed

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 as a candidate and a plus for the role.

• Bachelor's degree (or foreign degree equivalent) in Business (any field), Computer Science, Engineering (any field), or a related quantitative discipline; or equivalent relevant experience (e.g. certifications, work experience, military experience, etc.)

• 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 analytical packages

• Ability to automate data extraction using Airflow, Python or similar

• Work experience in or with Software-as-a-Service or High-Technology companies

• Role experience from CRM Admin/Consulting; Strategy (Product or Sales), Business or Revenue Operation; Finance, Product Management; or; 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 not only shape the future - but to redefine what's possible - for yourself, for AI, and the world.

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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.