Investor Relations Manager/Senior Manager

Momentum; San Francisco (CA); On-site; USD 150,000 - 190,000; Full time

Job summary

Salesforce is seeking a senior Investor Relations professional to help define and execute the global IR program. You’ll support inquiries, develop strategic investor messaging, and prepare earnings materials while partnering with executives to advance the IR strategy.

You’ll build expertise across AI technologies and CRM tools, coordinate with teams for senior management communications, and help manage investor conferences and roadshows. A finance background with SaaS experience is highly valued.

Qualifications

• 5+ years in finance, FP&A, investment management/research, investment banking, capital markets, or related fields 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 work collaboratively in a team environment.
• 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.
• Creativity and collaboration across teams.
• Ambition to learn rapidly, fueled by curiosity about the company, financials, and technologies.

Responsibilities

• Serve as key support to the IR team in responding to investor and analyst inquiries, potentially becoming a co-spokesperson.
• Partner with the IR team to build a best-in-class IR program.
• Collaborate with executives to create strategic investment messages and investor materials.
• Assist in preparing earnings call materials, slides, talking points, and Q&A documents.
• Build internal expertise across AI technologies and product areas.
• Coordinate with other functions for senior management communications.
• Develop and maintain IR databases, investor targeting lists, and CRM tools.
• Monitor sell-side research, investor sentiment, and competitive intelligence.
• Develop AI workflows to ingest industry telemetry and automate workflows for IR.
• Support logistics for investor conferences and analyst days.
• Conduct financial modeling and benchmarking analyses to support narrative.

Skills

Investor relations

Financial modeling

Communication

Team collaboration

Curiosity

Education

Bachelor’s degree in accounting/finance/economics

Tools

CRM software

Job description

The Experience

Salesforce is looking for a new member(s) of its Investor Relations team. This highly-visible role reports to the EVP of Investor Relations and is responsible for helping to execute the global IR program, including helping define the IR strategy and carrying out the annual operating plan.

What You'll Actually Be Doing

• 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

You're Our Person If...

• 5+ years in finance, FP&A, investment management/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, demonstrated ability to work collaboratively in a team environment


• 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


• Creativity and collaboration across teams


• Most importantly: intense focus and drive to think creatively, ambition to learn rapidly, fueled by curiosity about the company, financials, and technologies