Forecasting & Strategy Lead for Customer Success

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

Job summary

Salesforce, Inc. is seeking a strategic, data-driven Senior Manager for Forecasting & Strategy to lead customer adoption forecasting across Customer Success. Translate usage and engagement data into forward-looking insights to guide leadership in prioritizing resources and accelerating value.

You will own forecasting models, collaborate with cross-functional partners, and deliver executive-ready dashboards that drive decisions and long-term customer outcomes in a fast-paced SaaS environment.

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.
• Strong executive communication and storytelling skills.

Responsibilities

• Own and evolve customer adoption forecasting models that project product adoption, usage growth, dollars used across customer segments, products, and portfolios.
• Develop predictive models and leading indicators to forecast future adoption trajectories, identify customers at risk of stalled adoption, and surface opportunities to accelerate product usage.
• Establish a consistent forecasting methodology, incorporating historical adoption patterns, customer health, implementation progress, success plans, and customer engagement signals.
• Monitor forecast accuracy, identify variances between projected and actual adoption, and continuously refine forecasting assumptions, models, and methodologies.
• Translate adoption data into clear, actionable insights on customer momentum, adoption barriers, risk, and expansion opportunities.
• Collaborate with cross-functional teams to align on adoption definitions, forecasting assumptions, metrics, and reporting standards.

Skills

Forecasting & analytics

Data-driven decisions

SQL or Python

Excel/Google Sheets

Tableau/BI tools

Executive communication

Cross-functional collaboration

Tools

Tableau

CRM analytics

Python

Job description

Salesforce, Inc. is seeking a strategic, data-driven Senior Manager for Forecasting & Strategy to lead customer adoption forecasting across Customer Success. Translate usage and engagement data into forward-looking insights to guide leadership in prioritizing resources and accelerating value.

You will own forecasting models, collaborate with cross-functional partners, and deliver executive-ready dashboards that drive decisions and long-term customer outcomes in a fast-paced SaaS environment.