Forecasting & Strategy Lead for Customer Success

Salesforce, Inc.; Austin (TX); On-site; USD 143,000 - 217,000; Full time

Job summary

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

You will translate complex data into actionable insights, enabling leaders to anticipate adoption trends and accelerate customer value. This role requires 7+ years in strategy, analytics, and customer success operations, with strong skills in Excel/Sheets, SQL or Python, and BI tools like Tableau.

Qualifications

• 7+ years of experience in strategy, business operations, forecasting, analytics, customer success operations, or a related field.
• Advanced proficiency in Excel or Google Sheets, SQL or Python and experience with BI and analytics platforms such as Tableau, CRM analytics, or comparable tools.
• Demonstrated experience developing forecasts, predictive models, business plans, or performance measurement frameworks.
• Strong analytical skills, with the ability to synthesize complex datasets into clear business insights and actionable recommendations.
• Experience working with customer lifecycle, product adoption, product usage, engagement, retention, or customer health data.
• Proven ability to influence senior stakeholders and drive cross‑functional alignment without relying solely on direct authority.
• Strong executive communication and storytelling skills, including the ability to explain forecast assumptions, risks, and business implications.

Responsibilities

• Lead customer adoption forecasting and strategic planning across Customer Success.
• Translate adoption data into actionable insights to prioritize resources and drive customer value.
• Develop executive dashboards and scorecards to monitor adoption performance and forecast accuracy.
• Collaborate with Product, Data Science, Operations and Sales to align forecasting standards and reporting.
• Identify adoption gaps and design scalable interventions and operating model improvements.

Skills

Forecasting

Analytics

Executive communication

Stakeholder influence

SQL

Python

Excel/Sheets

Tableau

CRM analytics

Tools

Tableau

CRM analytics

Google Sheets

Excel

SQL

Python

Job description

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

You will translate complex data into actionable insights, enabling leaders to anticipate adoption trends and accelerate customer value. This role requires 7+ years in strategy, analytics, and customer success operations, with strong skills in Excel/Sheets, SQL or Python, and BI tools like Tableau.