Senior Analyst of Strategic Planning

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.

Job Category

Software Engineering

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 a Senior Analyst of CS Strategy & Analytics, you will shape the long-term direction of our Customer Success organization through data-driven insights and strategic planning. This role focuses on product adoption strategy, analytics innovation, and scalable engagement motions to evolve Salesforce outcomes in an AI-first world. You will independently drive strategic initiatives, collaborate with senior stakeholders, and scale analytics quality and self-service capabilities. If you are a proactive strategic thinker with a proven track record in analytical frameworks and leading without formal authority, we encourage you to apply.

Key Responsibilities
- Driving analytics productization and self-service: Create scalable reporting assets that reduce ad-hoc requests and improve stakeholder access to insights.
- Coaching team members on Tableau and analytics best practices: Improve turnaround speed, dashboard quality, and stakeholder-ready outputs.
- 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 at scale.
- Dashboard development and self-service enablement: Design, develop, and maintain interactive dashboards and reports using Tableau and enable end-users through TableauNext.
- Machine learning modeling: Clean and preprocess raw data to ensure its quality, completeness, and usability for analytical and modeling purposes. - Identify and create relevant data features to enhance machine learning model performance and accuracy. Build predictive machine learning models under guidance of senior team members.
- 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.

Experience: A minimum of 3 years of professional experience in roles requiring data, business analytics, financial due diligence, strategic planning and business acumen. Background in management consulting or strategy is highly preferred.

Proficiency with databases (SQL, etc.). Strong knowledge of statistics and experience using statistical packages for analyzing datasets (Python/R, Tableau etc.)

Strong experience with data visualization tools (e.g., Tableau) and knowledge of best p