About The Position

As an Analyst of Strategic Planning, you will play a pivotal role in shaping the long-term direction of our Customer Success organization. You will be responsible for independently driving the development of a strategic point-of-view on critical business topics, as well as guiding the design of strategic initiatives. Your ability to develop a strong perspective on “big bets” for our business via the synthesis of data-driven insights and internal & external research and your individual business judgement, as well as your ability to collaborate with senior stakeholders, will be key to your success in this role. You will work in a dynamic and cross-functional environment, focusing on a strategic planning period of 2-5 years into the future. This role offers a unique opportunity to shape the future of our organization, working closely with senior leaders and both internal & external experts to drive meaningful change and growth. If you are a strategic thinker with a proven track record in frameworks thinking, business planning, data and analytics and self-initiation — including the ability to lead without formal authority — we encourage you to apply. Agentforce is the future of AI, and you are the future of Salesforce.

Requirements

  • Education: Bachelor’s Degree in Data Science, Economics, Finance, Math/Statistics or a related field.
  • Experience: A minimum of 2-3 years of professional experience in roles requiring data, business analytics, financial due diligence, strategic planning and business acumen.
  • Technical expertise: regarding data models, database design development, data mining, and segmentation techniques.
  • Proficiency with databases (SQL, etc.).
  • Strong knowledge of statistics and experience using statistical packages for analyzing datasets (Python/R, Excel etc.)
  • Experience with data visualization tools (e.g., Tableau).
  • Self-Driver: Proven ability to synthesize multiple sources of information into a compelling strategic point of view. Comfortable working in a fast-paced, evolving and occasionally ambiguous environment.
  • Stakeholder Engagement: Strong interpersonal and communication skills, collaborating effectively with stakeholders, communicating complex topics using simple language and building organizational consensus.
  • Analytical Skills: Familiarity with data and analytics concepts, able to work with data professionals to translate data-driven insights into actionable recommendations.
  • Cross-Functional Collaboration: Demonstrated ability to work in a cross-functional team environment, fostering collaboration and alignment. Experience managing complex projects and initiatives, ensuring timely delivery and successful implementation.
  • This role is only open to those who are current or prior Salesforce interns. All others who do not meet this criteria will not be considered

Responsibilities

  • 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.
  • Dashboard Development and Maintenance: Design, develop, and maintain interactive dashboards and reports using Tableau.
  • Data Cleaning and Preprocessing: Clean and preprocess raw data to ensure its quality, completeness, and usability for analytical purposes and collaborate with cross-functional teams to define data preprocessing pipelines.
  • Feature Engineering: Identify and create relevant data features to enhance model performance and accuracy. Work closely with domain experts to extract valuable insights and incorporate to improve data processes.
  • Reporting: Prepare comprehensive reports for executive leadership and stakeholders, effectively communicating trends, patterns, and predictions through clear and insightful visualizations and narratives.
  • 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.

Benefits

  • time off programs
  • medical
  • dental
  • vision
  • mental health support
  • paid parental leave
  • life and disability insurance
  • 401(k)
  • an employee stock purchasing program
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