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About the Role

Salesforce is seeking a Senior Analyst to support the origination of new opportunities and influence sales cycles through a value selling approach. This role will help bring "Best of Salesforce" product specialists, solution engineers, account teams, and industry experts to enable account teams and ecosystem partners on how to effectively sell to private equity owned companies. The Senior Analyst will support the growth of strategic Private Equity (PE) partnerships, bringing unique points of view, analytical rigor, and broad industry knowledge to drive growth. This role involves working directly with senior PE relationship managers to deepen partnerships, accelerate value creation for PE firms, and scale the broader team.

Responsibilities

Support internal and external portfolio performance reviews to assess operational metrics/effectiveness on a recurring basis with leadership.
Conduct thorough data analyses and deliver actionable insights that can be effectively communicated to senior executives of Salesforce and our clients.
Own strategic projects that support the overall growth and success of the Private Equity Practice.
Keep PE firms' portfolio information up to date through reporting and data analysis, processing.
Conduct market research on top Private Equity firms including fund cycle, investment approach, sector focus, digital transformation strategy and value creation approach.
Post announcement, work with the portfolio company to rethink business and operating model opportunities and align Salesforce capabilities.
Support Private Equity due diligence processes and help them quickly develop growth strategies for carve outs and new acquisitions.
Support our senior team in maintaining relationships with our strategic Private Equity Partners, helping provide a single view of Salesforce into the assigned patch of Private Equity firms.
Act as an advocate for the partnership within the Private Equity firm and at Salesforce.
Support the execution of the go-to-market plan for each Private Equity partner with clear success metrics.
Leverage all the Salesforce resources needed to ensure portfolio company customer success.
Understand the intricacies, politics, and strategies required to implement a partnership program.

Requirements

1-3+ years of working experience, ideally with exposure to private equity/credit, venture capital, consulting, strategy, enterprise software, AI or digital transformation.
Experience working internationally, both with international clients and on international teams.
Exceptional communication, strategic, influencing, and consulting skills.
Strong analytical skills, proficient in Google Sheets and Excel.
A track record of growing in complex, multi-disciplinary teams.
A high tolerance for ambiguity; ability to focus and implement in a rapidly changing environment, take charge and make things happen.
An independent, self-starter with strong work ethic and personal drive and character qualities that match with our company's core values and inspire others to follow and act.
A superior ability to build and maintain positive working relationships.
Excellent business/professional English communication skills.

Skills

Basic knowledge of Salesforce CRM Analytics and Tableau is a big plus.
Understanding of current SaaS market dynamics and current trends regarding Agentic AI.

Location

Remote
Hybrid

Work Type

Hybrid

Experience Level

Senior

Education Level

Degree in Economics, Finance, Accounting or Management from a top institution

Salary/Compensations

$96,300 - $145,200 annually
$116,000 - $159,500 annually

Benefits

Time off programs
Medical
Dental
Vision
Mental health support
Paid parental leave
Life and disability insurance
401(k)
Employee stock purchasing program

About the Company

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?
Agentforce is the future of AI, and you are the future of Salesforce.

Equal Opportunity

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment.
At Salesforce, we believe in equality for all.
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.