Senior Analyst of Strategic Planning / Data Analytics

Salesforce; Chicago (IL); On-site; USD 94,000 - 142,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Parental leave

Life insurance

Disability insurance

401(k)

Employee stock purchase

Job summary

Salesforce is seeking a Senior Analyst of CS Strategy & Analytics to shape the long-term direction of our Customer Success analytics initiatives. You will drive data‑driven insights, develop scalable engagement motions, and collaborate with senior stakeholders to elevate product adoption strategies in an AI‑first environment.

You will independently lead strategic initiatives, build self‑service analytics, and scale data quality across teams using Tableau and other tools, while leveraging ML to

Qualifications

• Bachelor’s degree in data-related field required or equivalent experience.
• Minimum 3 years in data analytics, strategic planning or related roles.
• Proficiency with databases (SQL) and statistical packages (Python/R).
• Strong experience with data visualization tools (Tableau) and best practices.
• Demonstrated ability to translate data insights into actionable recommendations.

Responsibilities

• Drive analytics productization and self-service reporting assets.
• Coach team members on Tableau and analytics best practices.
• Analyze large datasets to extract meaningful insights for strategic planning.
• Develop data models to support scalable decision-making.
• Create interactive dashboards and reports for stakeholders.
• Build and refine machine learning models under guidance of seniors.
• Collaborate with cross-functional teams to deploy data-driven solutions.

Skills

SQL

Python/R

Tableau

Data analytics

Stakeholder management

Cross-functional

Self-driven

Machine learning

Education

Bachelor’s Degree in Data Science, Economics, Finance, Math/Statistics

Tools

Tableau

SQL

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 Software Engineering

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. As a Senior Analyst of CS Strategy & Analytics, you will shape the long-term direction of our Customer Success organization through data-driven insights and strategic planning. This role focuses on product adoption strategy, analytics innovation, and scalable engagement motions to evolve Salesforce outcomes in an AI-first world. You will independently drive strategic initiatives, collaborate with senior stakeholders, and scale analytics quality and self-service capabilities. If you are a proactive strategic thinker with a proven track record in analytical frameworks and leading without formal authority, we encourage you to apply.

Key Responsibilities

• Driving analytics productization and self-service: Create scalable reporting assets that reduce ad-hoc requests and improve stakeholder access to insights.
• Coaching team members on Tableau and analytics best practices: Improve turnaround speed, dashboard quality, and stakeholder-ready outputs.
• Data analysis and interpretation: Conduct analysis of large and complex datasets to extract meaningful insights for CSG. Interpret data trends, patterns, and anomalies to inform strategic decision‑making.
• Data analysis: Perform detailed data analysis and develop complex data models to derive actionable insights and support decision‑making processes at scale.
• Dashboard development and self‑service enablement: Design, develop, and maintain interactive dashboards and reports using Tableau and enable end‑users through TableauNext.
• Machine learning modeling: Clean and preprocess raw data to ensure its quality, completeness, and usability for analytical and modeling purposes. Identify and create relevant data features to enhance machine learning model performance and accuracy. Build predictive machine learning models under guidance of senior team members.
• Collaborative Problem Solving: Collaborate with stakeholders to understand business requirements and translate them into data‑driven solutions. Work cross‑functionally with engineering, product, and business teams to integrate data science solutions into existing systems.

Collaborative Partners

While this role is an individual contributor (IC) role, you will be expected to collaborate with various teams to drive the successful definition and planning of strategic initiatives. You will work closely with the following teams and individuals:

• Data & Analytics Resources: Partner with data and analytics team members to interpret data analyses and identify data-driven insights to ultimately drive strategic planning and inform executive decision‑making.
• Internal Cross‑Functional Experts: Work across various teams and individuals to uncover business context, gather insights, align stakeholders and understand high‑level operational requirements around POVs & initiatives. This internal network will be key to transforming a big bet from a theoretical POV into the rhythm of the business.
• Project/Program Management: Collaborate with project and program managers to ensure the effective planning, design and delivery of strategic initiatives.

Role Requirements

Education: Bachelor’s Degree in Data Science, Economics, Finance, Math/Statistics or a related field.

Experience: A minimum of 3 years of professional experience in roles requiring data, business analytics, financial due diligence, strategic planning and business acumen. Background in management consulting or strategy is highly preferred.

Proficiency with databases (SQL, etc.).

Strong knowledge of statistics and experience using statistical packages for analyzing datasets (Python/R, Tableau etc.).

Strong experience with data visualization tools (e.g., Tableau) and knowledge of best practices, performance optimization techniques, and agentic capabilities.

Self-Driver: Proven ability to synthesize multiple sources of information into a compelling strategic point of view. Comfortable working in a fast‑paced, evolving and occasionally ambiguous environment.

Stakeholder Engagement: Strong interpersonal and communication skills, collaborating effectively with stakeholders, communicating complex topics using simple language and building organizational consensus.

Analytical Skills: Familiarity with data and analytics concepts, able to work with data professionals to translate data‑driven insights into actionable recommendations.

Cross‑Functional Collaboration: Demonstrated ability to work in a cross‑functional team environment, fostering collaboration and alignment.

Experience managing complex projects and initiatives, ensuring timely delivery and successful implementation.

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. Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

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. Know your rights: workplace discrimination is illegal. 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. 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.

The typical base salary range for this position is $94,000 - $142,300 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $112,900 - $155,200 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.

We’re Salesforce, the Customer Company, inspiring the future of business with AI + Data + CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good — you've come to the right place.