Private Equity Senior Analyst

Salesforce•New York, NY

1d•$96,300 - $159,500•Hybrid

About The Position

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. The Senior Analyst will support the origination of new opportunities and influencing sales cycles through a value selling approach that takes into consideration the specific transformation needs per portfolio company. You will help bring the "Best of Salesforce" product specialists, solution engineers, account teams, and industry experts and enable account teams and ecosystem partners on how to effectively sell to private equity owned companies. You will be responsible for supporting the growth of our strategic Private Equity (PE) partnerships, bringing unique points of view, analytical rigor and a broad range of industry knowledge to drive growth. In your role, you will work directly with our senior PE relationship manager to deepen partnerships, accelerate value creation for the PE firm and scale the broader team as we continue to grow. You will be responsible for leading robust quantitative and qualitative analysis across PE firms' portfolios, developing unique points of view on value creation opportunities across the PE firm's portfolio and contributing to customer-facing engagements.

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. Basic knowledge of Salesforce CRM Analytics and Tableau is a big plus
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

Nice To Haves

Degree in Economics, Finance, Accounting or Management from a top institution
Experience in an enterprise digital transformation in either B2B or B2C
Understanding of current SaaS market dynamics and current trends regarding Agentic AI
Genuine interest towards how AI is impacting businesses

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