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Manager, Finance & Strategy, CSG Metrics and Analytics



Accounting & Finance, Data Science
Multiple locations
Posted on Monday, November 20, 2023

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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.

About Salesforce:

Salesforce is the global leader in customer relationship management (CRM) software. We pioneered the shift to cloud computing, and today we’re delivering the next generation of social, mobile and cloud technologies that help companies reinvent the way they sell, service, market and innovate–and become customer companies. We are the fastest growing of the top 10 enterprise software companies, the World’s Most Innovative Company according to Forbes and one of Fortune’s 100 Best Companies to Work For. Our more human, less corporate culture is built around doing work that matters, winning as a team and celebrating success Aloha-style. Ready to find your #dreamjob?!

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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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.