Investor Relations Lead - AI & SaaS Strategy

Salesforce, Inc.; New York (NY); On-site; USD 117,000 - 217,000; Full time

Job summary

Salesforce, Inc. is seeking a seasoned Investor Relations professional in the United States to help define and execute the global IR program, reporting to the EVP of Investor Relations.

You will partner with executives to craft strategic investment messages and manage earnings materials and CRM databases while expanding coverage with analysts and investors. You will lead cross-functional coordination, develop AI-enabled workflows, and ensure timely, accurate communications.

Qualifications

• 5+ years in finance, FP&A, investment research, investment banking, capital markets, or related is preferred but not required
• Four-year degree in accounting, finance, or economics preferred but not required
• Excellent written and oral communication skills
• Ability to multitask and collaborate in a team
• Experience breaking down complex ideas for different audiences
• Ability to drive alignment with senior management
• Willingness to travel multiple weeks per year
• SaaS business model experience preferred but not required

Responsibilities

• Serve as key support to the IR team in responding to investor and analyst inquiries, ramping over time into a co-spokesperson to investors, research analysts, proxy and ESG analysts
• Partner with the IR team to build a best-in-class IR program
• Collaborate with the IR team and executives to create strategic investment messages (news releases, board/investor materials, etc.)
• Assist in preparing earnings call materials, including slide decks, talking points, and Q&A documents under senior team guidance
• Build strong internal networks and deep subject matter expertise across AI technologies and other product areas
• Support cross-functional coordination and preparation for senior management communications
• Build and maintain IR databases, investor targeting lists, and tracking tools (CRM/contact management)
• Monitor and synthesize sell-side research, investor sentiment, and competitive intelligence on a daily/weekly basis
• Develop sophisticated Agentic AI workflows to ingest industry-level telemetry and automate key workflows, thus enhancing the IR team's knowledge base and responsiveness
• Support logistics and preparation for investor conferences, non-deal roadshows, and analyst days
• Conduct financial modeling and benchmarking analysis to support the team's narrative work
• Track shareholder ownership changes and summarize trends for the team

Skills

Excellent communication

Multitasking

Executive coordination

Financial storytelling

Willingness to travel

Education

Bachelor’s degree in accounting/finance/economics

Tools

CRM/Investor relations tools

Job description

Salesforce, Inc. is seeking a seasoned Investor Relations professional in the United States to help define and execute the global IR program, reporting to the EVP of Investor Relations.

You will partner with executives to craft strategic investment messages and manage earnings materials and CRM databases while expanding coverage with analysts and investors. You will lead cross-functional coordination, develop AI-enabled workflows, and ensure timely, accurate communications.