Forecasting & Strategy Lead, Customer Adoption

Momentum; Massachusetts; On-site; USD 140,000 - 210,000; Full time

Job summary

Salesforce is seeking a strategic, data-driven Senior Manager, Forecasting & Strategy to lead customer adoption forecasting and strategic planning across Customer Success.

This role will develop forward-looking insights into how customers adopt, consume, and realize value from Salesforce products, enabling leadership to anticipate adoption trends, identify risks and opportunities, and make informed decisions that accelerate customer success.

Qualifications

• 7+ years of experience in strategy, operations, forecasting, analytics, or related field.
• Advanced proficiency in spreadsheet tools and data analysis.
• Experience developing forecasts, predictive models, or performance measurement frameworks.
• Strong analytical skills translating data into business insights.
• Experience with customer lifecycle data including adoption/retention.
• Ability to influence senior stakeholders and drive cross-functional alignment.
• Executive communication and storytelling to explain forecast assumptions and risks.

Responsibilities

• Own and evolve adoption forecasting models projecting product adoption and usage across segments.
• Develop predictive models and leading indicators to forecast adoption trajectories and identify at-risk customers.
• Establish a consistent forecasting methodology using historical data and engagement signals.
• Monitor forecast accuracy and refine models and methodologies.
• Translate adoption data into actionable insights on momentum, barriers, risk, and expansion opportunities.
• Partner with Customer Success leadership to develop strategic plans to improve adoption and time-to-value.
• Build data-driven frameworks to prioritize customer segments and allocate CS resources.
• Develop scenario analyses to evaluate impacts of changes in engagement and product launches.
• Identify adoption gaps and recommend scalable interventions and operating model improvements.
• Connect adoption trends to retention and growth outcomes.

Skills

Excel/Google Sheets

SQL or Python

Tableau

CRM analytics platforms

Tools

Tableau

CRM analytics tools

Job description

Salesforce is seeking a strategic, data-driven Senior Manager, Forecasting & Strategy to lead customer adoption forecasting and strategic planning across Customer Success.

This role will develop forward-looking insights into how customers adopt, consume, and realize value from Salesforce products, enabling leadership to anticipate adoption trends, identify risks and opportunities, and make informed decisions that accelerate customer success.