Private Equity Strategy 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

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.