Real Estate Strategy and Planning Senior Analyst

Salesforce; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Salesforce is seeking a Senior Analyst for Real Estate Strategy and Planning. You will turn portfolio, workforce, occupancy and market data into actionable insights using AI-enabled analytics and dashboards. You will partner with Finance, Transactions and REWS teams to shape metro and country strategies.

The role focuses on scenario planning, data visualization, and executive-ready storytelling to influence real estate decisions across multiple markets.

Qualifications

• 3-5 years of experience in real estate strategy, analytics, consulting, FP&A or a related field.
• Strong analytical and data skills, including advanced Excel and hands-on use of BI and AI tools to automate analysis and build dashboards.
• Experience supporting scenario analysis and business modeling for strategic decisions.
• Strong PowerPoint and storytelling skills, and the ability to turn data into a clear point of view for senior audiences.
• High attention to detail, organization and data accuracy while managing competing priorities.
• Proactive self-starter who adapts to shifting priorities and works well across teams.
• Bachelor's degree in Business, Finance, Economics, Real Estate, Data Analytics or related field

Responsibilities

• Analyze portfolio, lease, headcount, hiring forecast, occupancy and utilization data to identify trends, risks and opportunities.
• Build metro footprints and forecast demand to support consolidation, expansion, relocation or holding options.
• Support country-level portfolio strategies with footprint benchmarks and occupancy profiles.
• Model real estate supply vs. demand and track critical dates and space requirements.
• Build portfolio scenarios and provide inputs for financial modeling and deal planning.
• Create dashboards and metrics for KPIs like cost per seat, cost per sq ft, utilization, and occupancy.
• Use AI tools to automate data analysis and speed up scenario and presentation work.
• Gather market intelligence from real estate data platforms for benchmarking and insights.
• Turn analysis into exec-ready decks and support project approvals with documentation.
• Respond to leadership and partner data requests with speed and accuracy.

Skills

Advanced Excel

BI tools

AI tools

PowerPoint

Storytelling

Data analysis

Education

Bachelor's degree in Business, Finance, Economics, Real Estate, Data Analytics or related field

Tools

Power BI

SQL

CoStar

Serraview

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

Real Estate & Facility Management

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.

About Real Estate and Workplace Services

The Real Estate and Workplace Services (REWS) organization designs, operates, and evolves the environments and experiences that enable Salesforce employees and customers to do their best work. Spanning more than 30 countries and customers to do their best work. Spanning more than 30 countries, our Agentic Campus reflects our values and culture - bringing together humans, agents, and robots to create inclusive, purpose-driven spaces where people feel a true sense of belonging. As customer zero of Salesforce's own technology, REWS is leading the way, creating innovative and dynamic spaces that provide seamless and inspiring workplace experiences.

Overview of the Role

The Real Estate Strategy and Planning team shapes how Salesforce's global office portfolio evolves: where we grow, where we consolidate, and how our footprint supports the business. As Senior Analyst, you will be the team's analytical engine. You'll turn portfolio, workforce, occupancy and market data into insights that drive metro and country portfolio strategies. Using AI tools and modern analytics platforms, you'll build dashboards, scenarios and interactive materials that help leaders make faster, better-informed real estate decisions. You'll partner closely with Strategic Finance, Transactions, Business Partners and other REWS teams.

Core Responsibilities & Scope

• Data analysis: Analyze portfolio, lease, headcount, hiring forecast, occupancy and utilization data to identify trends, risks and opportunities.
• Metro strategy: Build the fact base for key metros (footprint, demand forecasts, utilization, lease expirations and market conditions) and help develop options to consolidate, expand, relocate or hold.
• Country portfolio strategy: Support country-level strategies with footprint benchmarks, cost and occupancy profiles, and long-range planning inputs.
• Supply and demand planning: Model real estate supply vs. demand, track critical dates and space requirements, and flag gaps or surplus early.
• Scenario analysis: Build and run portfolio scenarios, and provide data inputs to Strategic Finance for financial modeling and to Transactions for deal planning.
• Dashboards and metrics: Build and maintain dashboards and interactive tools covering portfolio KPIs (cost per seat, cost per sq ft, utilization, occupancy), making sure metrics fit the reporting objective.
• AI-enabled analysis: Use AI tools and platforms to automate data analysis, surface occupancy and utilization trends faster, and speed up scenario and presentation work.
• Market intelligence: Use third-party real estate and occupancy data platforms to gather market, benchmark and competitive insights.
• Presentation materials: Turn analysis into clear, exec-ready decks, summaries and interactive materials, and support project approval requests with proper documentation.
• Ad-hoc decision support: Respond quickly and accurately to analysis requests from leadership and partners.

Minimum Requirements

• 3-5 years of experience in real estate strategy, analytics, consulting, FP&A or a related field
• Strong analytical and data skills, including advanced Excel and hands-on use of BI and AI tools to automate analysis and build dashboards
• Experience supporting scenario analysis and business modeling for strategic decisions
• Strong PowerPoint and storytelling skills, and the ability to turn data into a clear point of view for senior audiences
• High attention to detail, organization and data accuracy while managing competing priorities
• Proactive self-starter who adapts to shifting priorities and works well across teams
• Bachelor's degree in Business, Finance, Economics, Real Estate, Data Analytics or related field

Preferred Qualifications

• Corporate real estate or workplace planning experience (leases, occupancy, space and headcount planning)
• Experience with third-party real estate and occupancy data platforms (e.g., CoStar, Serraview, utilization and badge analytics tools)
• SQL or other data tools, and experience building interactive or AI-powered tools
• Experience with multi-country or global portfolios
• Familiarity with Salesforce products such