Data Analyst, Sr. Analyst

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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.

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 Senior Analyst, Data & Analtytics professional will play a crucial role in supporting the explosive growth of Salesforce. This role is a hybrid of traditional jobs in strategic planning, sales strategy, business operations, reporting, and analysis – requiring a mix of market analysis, sales analytics, and business operational support. 

This role is part of a high-performance team comprised of professionals from a diverse set of backgrounds and skills. Success in this role means assisting the Global Renewals & Success Plan Sales team to drive the continued success of Salesforce by supporting our customer success strategy and will play a pivotal role in driving the growth of Salesforce's Success Plans. Sample projects range from the strategic to the very operational including evaluating growth opportunities, business planning, customer segmentation, dashboard creation and regular review of key performance metrics. 

The deliverables include detailed analytic models, custom performance analysis, building scalable reporting, and packaging findings into presentation-ready content for Salesforce executives. The role requires interaction with various areas of the organization and provides exposure to senior executives.

We are seeking a strategic thinker who can effectively balance detailed analysis with a comprehensive understanding of broader business objectives. The ideal candidate will possess the ability to synthesize complex data and insights into clear, actionable strategies that align with our overarching goals. This role requires someone who can navigate both high-level strategic planning and intricate operational details, ensuring that all efforts contribute to the success of our organization.

Responsibilities:

* Deliver recommendations and insights that support senior stakeholders (VPs and SVPs) in managing their KPIs
* Proactively identify trends, risks, and opportunities in the business to influence and set market/account strategy
* Understand the underlying data architecture supporting the Renewals and Success Plan Sales business, and how to use it to report on business performance and forecast results
* Identify and optimize the true drivers of financial performance, productivity, customer engagement, and other metrics
* Develop Business Intelligence (BI) dashboards for use by global leaders and field teams in the Renewals and  Success Plan Sales group 
* Assist in developing and delivering presentations for senior executives to engage with their leaders or counterparts

Desired Skills/Experience:

* 4+ years of experience in sales analytics, business intelligence, or a related field.
* Self-starter and a high degree of motivation to go above and beyond the task at hand
* Bachelor’s degree in the quantitative field from an accredited university. MBA or Masters in a technical field a plus
* Proficiency with SQL and Tableau (or a similar data visualization tool). Python and/or R a plus
* Valuable work experience focused on quantitative analysis, Excel, and logical reasoning
* Experience creating BI dashboards and assets end-to-end; from initial scoping, data wrangling, asset creation, deployment and enablement
* Familiarity with CRM and data management
* Strong communication skills; both written and verb