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Job Category

Customer Success

Job Details

About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

As the Manager 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.

Key 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. Build relationships, frame up key business decisions and influence stakeholders in order to achieve leadership buy-in and drive effective change management.

• Shape and Manage Strategic Initiatives: Support translation of strategic direction into operational considerations. Help to design discrete programs in order to integrate leadership decisions around big bets into realizable results. Collaborate with functional leads to ensure initiatives’ alignment with organizational goals and long-term vision.
   

Collaborative Partners
While this role is an individual contributor (IC) role, you will be expected to exert influence and 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.

• External Consultants/Research: Work with external consultants responsible for developing strategic recommendations and/or research firms identifying benchmarks and industry best practices. Translate their findings into actionable plans.
   

Role Requirements

• Education: Master’s degree in Data Science, Economics, Finance, Math/Statistics or a related field. PhD preferred.

• Experience: A minimum of 5-7 years of professional experience in roles requiring data, business analytics, financial due diligence, strategic planning and business acumen. Background as an engagement manager in Big 4, management consulting or strategy highly preferred.

• 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 (Excel, Python/R etc.)

• Experience with data visualization tools (e.g., Tableau).

• Self-Driver: Proven ability to synthesize multiple sources of information into 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 senior 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.

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Posting Statement

At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at www.equality.com and explore our company benefits at www.salesforcebenefits.com.

Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce.

Salesforce welcomes all.

For Washington-based roles, the base salary hiring range for this position is $121,800 to $206,700.

Compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, benefits. More details about our company benefits can be found at the following link: https://www.salesforcebenefits.com.