Senior Analyst, Quota and Capacity Planning

Socket.dev

Toronto

On-site

CAD 88,000 - 122,000

Full time

9 days ago

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Job summary

Salesforce is seeking a Senior Analyst to join the Quota and Capacity Planning team. You will support regional Sales and Strategy during the annual quota planning cycle and beyond, building deep business understanding and partnering with Sales Leaders, Strategy, and cross-functional teams.

You will develop reporting projects and models, advise on go-to-market impacts on quotas, and help optimize existing planning processes to drive efficiency and accuracy across regions.

Qualifications

  • 4+ years of work experience in Sales Operations, Sales Strategy, FP&A, or Finance with strong business analysis
  • B.S. in a quantitative discipline (e.g. Business, Statistics, Math, Finance, Engineering)
  • Power-user proficiency in Excel and ability to tell a story in PowerPoint
  • Excellent spoken and written communication, interpersonal, relationship-building skills
  • Ability to work both independently and with a team
  • Proven core values based on collaboration, transparency, equality, and putting the customer first
  • Proven analytical and problem-solving skills, with attention to detail
  • Strong, team-oriented leadership skills capable of independent issue framing and decision-making

Responsibilities

  • Develop and own concurrent data reporting projects and models to drive insights for regional strategy teams
  • Advise regional teams on the impact of go-to-market decisions on sales quotas during annual planning
  • Assist the Quota and Capacity Planning team in finding opportunities for optimization and improved processes

Skills

Sales operations
Analytical thinking
Communication
Teamwork
Leadership
Problem solving
Independent & team work

Education

B.S. in quantitative discipline

Tools

Excel
PowerPoint

Job description

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Operations

Job Details
About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You're in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

Job Details

The Sr. Analyst will be joining our Quota and Capacity Planning team, where she/he will be supporting regional Sales and Strategy team through the company's annual quota planning cycle and throughout the year as the organization changes. This position will require developing a deep and intimate understanding of the business and forging relationships with Sales Leaders, Strategy, and cross functional teams.

Responsibilities
  • Develop and own concurrent data reporting projects and models to help drive insights for the regional strategy teams, based on an intimate knowledge of your support area
  • Advise regional teams as to impact of go to market decisions on sales teams' quotas during the company's annual planning cycle
  • Assist the Quota and Capacity Planning team in finding opportunities for increased optimization and effectiveness in our existing processes and models
Required Skills/Experience
  • 4+ years of work experience, ideally in Sales Operations, Sales Strategy, FP&A, or Finance, where business analysis and insights was in the DNA
  • B.S. in a quantitative discipline (e.g. Business, Statistics, Math, Finance, Engineering)
  • Power-user proficiency in Excel and ability to tell a story in PowerPoint
  • Excellent spoken and written communication, interpersonal, relationship-building skills
  • Ability to work both independently and with a team
  • Proven core values based on collaboration, transparency, equality, and putting the customer first
  • Proven analytical and problem-solving skills, along with attention to detail
  • Strong, team-oriented leadership skills. Able to independently identify, frame, and confront issues and make tough decisions.
Nice to Have Skills/Experience
  • Experience with sales coverage models, quota setting methodologies, territory alignment
  • Comfortable in an environment where priorities change rapidly from varying GTM decisions and requires the ability to pivot seamlessly to new projects
  • Exceptionally strong communicator with the ability to independently craft a full range of clear, high-impact communications with top-level company executives. Ability to communicate in an open and authentic manner in all situations.
  • Ability to succeed in a collaborative, start-up paced environment which may include extended time commitments during annual quota setting season.
  • Ability to establish and build close working relationships. Strong personal credibility and counseling skills. Team-oriented planner and decision-maker. Ability to motivate, collaborate, and work successfully in a team environment.
  • Capable to work well under deadlines and juggle multiple priorities. Strong meeting management skills.
  • Knowledge of Claude and Snowflake with interest in developing further expertise
Unleash Your Potential

When you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates' resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions.

For Ontario-based roles, the base salary hiring range for this position is CAD 88,400 to CAD 121,600 annually.

The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.

This posting is to fill a vacancy on our team, unless otherwise noted.

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