Private Equity Sr. Analyst

Salesforce•Chicago, IL

23h•Remote

About The Position

Salesforce is seeking a Senior Analyst to support the origination of new opportunities and influence sales cycles through a value selling approach tailored to the specific transformation needs of portfolio companies. This role involves leveraging "Best of Salesforce" product specialists, solution engineers, account teams, and industry experts to enable account teams and ecosystem partners in selling to private equity-owned companies. The Senior Analyst will be instrumental in supporting the growth of strategic Private Equity (PE) partnerships by providing unique perspectives, analytical rigor, and broad industry knowledge. Working closely with the senior PE relationship manager, the analyst will deepen partnerships, accelerate value creation for PE firms, and contribute to the scaling of the broader team. Key responsibilities include leading quantitative and qualitative analysis across PE firm portfolios, developing insights on value creation opportunities, 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.
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

Basic knowledge of Salesforce CRM Analytics and Tableau is a big plus.
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 the Private Equity Practice team in go-to-market strategies, including data analysis, reporting, and strategic projects.
Conduct internal and external portfolio performance reviews to assess operational metrics and effectiveness with leadership.
Perform thorough data analyses and deliver actionable insights to senior executives at Salesforce and clients.
Own strategic projects that support the growth and success of the Private Equity Practice.
Maintain up-to-date PE firm portfolio information through reporting and data analysis.
Conduct market research on top Private Equity firms, including fund cycles, investment approaches, sector focus, digital transformation strategies, and value creation approaches.
Collaborate with portfolio companies post-announcement to explore business and operating model opportunities and align Salesforce capabilities.
Support Private Equity due diligence processes and assist in developing growth strategies for carve-outs and new acquisitions.
Assist the senior team in maintaining relationships with strategic Private Equity Partners, providing a unified Salesforce view into assigned PE firms.
Act as an advocate for the partnership within the Private Equity firm and at Salesforce.
Support the execution of go-to-market plans for each Private Equity partner, defining clear success metrics.
Leverage Salesforce resources to ensure portfolio company customer success.
Understand the intricacies, politics, and strategies required to implement a partnership program.