Lead Insights Analyst: Executive Data & Forecasting

Salesforce; Indianapolis (IN); On-site; USD 99,000 - 186,000; Full time

Job summary

The Lead Insights Analyst on the Cloud Success Insights Team delivers data-driven, actionable insights and strategic recommendations that empower Cloud Leaders to drive key programs within Customer Success. You'll provide cross-cloud analytics support to Cloud Success leadership, partnering closely with teams across CSG to turn complex data into clear, executive-ready guidance.

This is a high-visibility individual contributor role with direct business impact.

Qualifications

• 7–10 years of experience in data analytics, business analytics, or a related field.
• Degree or equivalent proven experience (extracurricular leadership, military, volunteer, or work experience will be considered).
• Strong track record of ad-hoc analysis, deep-dive analysis, predictive modeling, and forecasting.
• Demonstrated experience in variance analysis, impact analysis, and root cause analysis.
• Proven business partnering skills — experience acting as a strategic partner to cross-functional teams.
• Excellent executive presentation skills — able to distill complex analysis into clear, actionable stories.
• Extensive experience writing complex SQL queries.
• Expertise in a major visualization tool (Tableau, Power BI, etc.).
• A curious, ownership-driven mindset with the ability to mentor junior analysts.

Responsibilities

• Lead ad-hoc and deep-dive analyses to answer high-priority business questions.
• Build predictive models and forecasts to support planning and decision-making.
• Conduct variance analysis, impact analysis, and root cause analysis to explain performance drivers.
• Partner with cross-functional stakeholders across Customer Success and Cloud leadership.
• Translate complex analytical findings into clear strategic recommendations for executives.
• Own projects end-to-end, from problem framing through executive presentation.

Skills

SQL

Data analytics

Forecasting

Executive communication

Stakeholder management

Mentoring

Tableau

Power BI

Education

Degree or equivalent

Tools

Tableau

Power BI

Job description

The Lead Insights Analyst on the Cloud Success Insights Team delivers data-driven, actionable insights and strategic recommendations that empower Cloud Leaders to drive key programs within Customer Success. You'll provide cross-cloud analytics support to Cloud Success leadership, partnering closely with teams across CSG to turn complex data into clear, executive-ready guidance.

This is a high-visibility individual contributor role with direct business impact.