Private Equity Analyst/Senior Analyst

Salesforce; New York (NY); Hybrid; USD 96,000 - 145,000; Full time

Job summary

Salesforce is seeking a Senior Analyst to support its Private Equity Practice, driving value through quantitative and qualitative analysis across PE portfolios and growth initiatives. You’ll coordinate with product specialists, engineers, and account teams to enable selling to PE-owned companies.

The role emphasizes data-driven insight, strategic projects, and cross-functional collaboration in a hybrid, office-flexible environment with international exposure and strong English communication.

Qualifications

• 1-3+ years of working experience, ideally with exposure to private equity/credit, venture capital, consulting, strategy, enterprise software, AI or digital transformation.
• Experience working internationally, both with international clients and on international teams.
• Excellent business/professional English communication skills.
• Basic knowledge of Salesforce CRM Analytics and Tableau is a big plus.

Responsibilities

• The Senior Analyst will support the Private Equity Practice team in the following key areas of our go-to-market:
• Data Analysis, Reporting and Strategic Projects: Support internal and external portfolio performance reviews to assess operational metrics/effectiveness on a recurring basis with leadership; Conduct thorough data analyses and deliver actionable insights that can be effectively communicated to senior executives of Salesforce and our clients; Own strategic projects that support the overall growth and success of the Private Equity Practice; Keep PE firms' portfolio information up to date through reporting and data analysis, processing.
• Market Research, Portfolio Company Due Diligence and Digital POV Research: Conduct market research on top Private Equity firms including fund cycle, investment approach, sector focus, digital transformation strategy and value creation approach; Post announcement, work with the portfolio company to rethink business and operating model opportunities and align Salesforce capabilities; Support Private Equity due diligence processes and help them quickly develop growth strategies for carve outs and new acquisitions.
• Business Development: Support our senior team in maintaining relationships with our strategic Private Equity Partners, helping provide a single view of Salesforce into the assigned patch of Private Equity firms; Act as an advocate for the partnership within the Private Equity firm and at Salesforce; Support the execution of the go-to-market plan for each Private Equity partner with clear success metrics; Leverage all the Salesforce resources needed to ensure portfolio company customer success; Understand the intricacies, politics, and strategies required to implement a partnership program.

Skills

Analytical skills

Google Sheets

Excel

Communication skills

Strategic thinking

Education

Degree in Economics, Finance, Accounting or Management

Tools

Salesforce CRM Analytics

Tableau

Job description

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Sales

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

The Experience

As a Senior Analyst, you will support the origination of new opportunities and influencing sales cycles through a value selling approach that takes into consideration the specific transformation needs per portfolio company. You will help bring the "Best of Salesforce" product specialists, solution engineers, account teams, and industry experts and enable account teams and ecosystem partners on how to effectively sell to private equity owned companies. You will be responsible for supporting the growth of our strategic Private Equity (PE) partnerships, bringing unique points of view, analytical rigor and a broad range of industry knowledge to drive growth. In your role, you will work directly with our senior PE relationship manager to deepen partnerships, accelerate value creation for the PE firm and scale the broader team as we continue to grow. You will be responsible for leading robust quantitative and qualitative analysis across PE firms' portfolios, developing unique points of view on value creation opportunities across the PE firm's portfolio and contributing to customer-facing engagements.

What You'll Actually Be Doing

The Senior Analyst will support the Private Equity Practice team in the following key areas of our go-to-market:

Data Analysis, Reporting and Strategic Projects

• Support internal and external portfolio performance reviews to assess operational metrics/effectiveness on a recurring basis with leadership
• Conduct thorough data analyses and deliver actionable insights that can be effectively communicated to senior executives of Salesforce and our clients
• Own strategic projects that support the overall growth and success of the Private Equity Practice
• Keep PE firms' portfolio information up to date through reporting and data analysis, processing

Market Research, Portfolio Company Due Diligence and Digital POV Research

• Conduct market research on top Private Equity firms including fund cycle, investment approach, sector focus, digital transformation strategy and value creation approach
• Post announcement, work with the portfolio company to rethink business and operating model opportunities and align Salesforce capabilities
• Support Private Equity due diligence processes and help them quickly develop growth strategies for carve outs and new acquisitions

Business Development

• Support our senior team in maintaining relationships with our strategic Private Equity Partners, helping provide a single view of Salesforce into the assigned patch of Private Equity firms
• Act as an advocate for the partnership within the Private Equity firm and at Salesforce
• Support the execution of the go-to-market plan for each Private Equity partner with clear success metrics
• Leverage all the Salesforce resources needed to ensure portfolio company customer success
• Understand the intricacies, politics, and strategies required to implement a partnership program

You're Our Person If...

• 1-3+ years of working experience, ideally with exposure to private equity/credit, venture capital, consulting, strategy, enterprise software, AI or digital transformation
• Experience working internationally, both with international clients and on international teams
• Exceptional communication, strategic, influencing, and consulting skills
• Strong analytical skills, proficient in Google Sheets and Excel. Basic knowledge of Salesforce CRM Analytics and Tableau is a big plus
• A track record of growing in complex, multi-disciplinary teams
• A high tolerance for ambiguity; ability to focus and implement in a rapidly changing environment, take charge and make things happen
• An independent, self-starter with strong work ethic and personal drive and character qualities that match with our company's core values and inspire others to follow and act
• A superior ability to build and maintain positive working relationships
• Excellent business/professional English communication skills

Even Better If...

• Degree in Economics, Finance, Accounting or Management from a top institution
• Experience in an enterprise digital transformation in either B2B or B2C
• Understanding of current SaaS market dynamics and current trends regarding Agentic AI
• Genuine interest towards how AI is impacting businesses *LI-Y

This position observes an office-flexible or "hybrid" work schedule with the expectation of in-office days 3-4 days per week.

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education. Know your rights: workplace discrimination is illegal. In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $96,300 - $145,200 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $116,000 - $159,500 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.