Manager, Finance & Strategy, CSG Metrics and Analytics
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The Finance & Strategy (F&S) team serves as a trusted adviser to the business to help guide decision-making through business partner support and innovative and informative analyses. We are looking for forward-thinking, results-oriented individuals that will succeed in a fast-paced environment and thrive in leading teams, and improve processes that will allow the company to scale with growth!
This Manager will support the Customer Success Group (CSG) to drive the continued success of Salesforce by supporting our customer success strategy, applying creative analytical problem solving skills to a wide variety of business questions to deepen our understanding of CSG’s impact on customer success and value realization, while partnering closely with Finance and Strategy colleagues across functions to broaden our insights into comprehensive go-to-market outcomes. The results include detailed analytic models, building scalable reporting frameworks and dashboards, ad hoc performance analysis, and packaging findings into presentation-ready content for Salesforce executives.
The role requires interaction with various areas of the organization and provides exposure to senior executives. The successful candidate will be confident working in a dynamic, data-driven environment and demonstrate a natural curiosity when “digging” into the numbers.
Become an expert on the underlying data architecture supporting CSG and use it to report on business performance
Build and maintain datasets that serve as the single source of truth
Design, build and maintain dashboards in Tableau to automate reporting, track critical metrics, and monitor business performance
Deliver recommendations and insights to allow business leaders to better understand and manage critical metrics
Support the development of comprehensive go-to-market insights (new frameworks to measure and track business performance)
Translate business needs into analytical frameworks to help optimize investment decisions
Assist in developing and delivering presentations for senior leaders
Required Skills / Experience
BA/BS degree or equivalent and minimum of 6+ years related experience in Analytics, Finance, Business Operation or Management Consulting
Core foundational FP&A experience: accounting, planning, forecasting, variance analysis
Ability to synthesize sophisticated data into simple consumable deliverables with clear takeaways
Ability to independently address analytical requests: understand ask, gather data, build model and validate assumptions, perform analyses, summarize and present results
Experience performing ETL (Extract, Transform, Load) process with SQL, Tableau prep, Alteryx, PowerQuery, etc., and understanding of relational databases
Experience leveraging business intelligence software (e.g. Tableau, PowerBI, Qlik, etc.) to turn data into insights
Knowledge of basic programming in python or R highly desired
Excellent communication skills (written and verbal)
Great teammate able to lead and work effectively at all levels of an organization with the ability to influence others to move toward consensus
Knowledge or background with CRM or SaaS business model preferred
Salesforce.com and Salesforce.org are Equal Employment Opportunity and Affirmative Action Employers. 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. Headhunters and recruitment agencies may not submit resumes/CVs through this Web site or directly to managers. Salesforce.com and Salesforce.org do not accept unsolicited headhunter and agency resumes. Salesforce.com and Salesforce.org will not pay fees to any third-party agency or company that does not have a signed agreement with Salesforce.com or Salesforce.org.
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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.
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