Senior Forecasting & Strategy Leader

Salesforce, Inc.; Raleigh (NC); On-site; USD 143,000 - 217,000; Full time

Job summary

Salesforce is seeking a Senior Manager, Forecasting & Strategy to lead customer adoption forecasting and strategic planning across Customer Success. This role will turn complex usage and engagement data into actionable insights to anticipate adoption trends, risks, and opportunities, enabling leadership to accelerate value realization.

The ideal candidate blends strong analytical forecasting with strategic business acumen and deep understanding of the customer lifecycle, translating data into

Qualifications

• 7+ years of experience in strategy, business operations, forecasting, analytics, customer success operations, or a related field.
• Advanced proficiency in Excel or Google Sheets, SQL or Python and experience with BI and analytics platforms such as Tableau, CRM analytics, or comparable tools.
• Demonstrated experience developing forecasts, predictive models, business plans, or performance measurement frameworks.
• Strong analytical skills, with the ability to synthesize complex datasets into clear business insights and actionable recommendations.
• Experience working with customer lifecycle, product adoption, product usage, engagement, retention, or customer health data.
• Proven ability to influence senior stakeholders and drive cross-functional alignment without relying solely on direct authority.
• Strong executive communication and storytelling skills, including the ability to explain forecast assumptions, risks, and business implications.

Responsibilities

• Own and evolve customer adoption forecasting models that project product adoption, usage growth, Dollars used across customer segments, products, and portfolios.
• Develop predictive models and leading indicators to forecast future adoption trajectories, identify customers at risk of stalled adoption, and surface opportunities to accelerate product usage.
• Establish a consistent forecasting methodology, incorporating historical adoption patterns, customer health, implementation progress, success plans, and customer engagement signals.
• Monitor forecast accuracy, identify variances between projected and actual adoption, and continuously refine forecasting assumptions, models, and methodologies.
• Translate adoption data into clear, actionable insights on customer momentum, adoption barriers, risk, and expansion opportunities.
• Partner with Customer Success leadership to develop strategic plans that improve adoption, accelerate time to value, and strengthen customer outcomes across the customer lifecycle.
• Build data-driven frameworks to prioritize customer segments, identify adoption opportunities, and allocate Customer Success resources where they can have the greatest impact.
• Develop scenario analyses and forward-looking projections to evaluate the potential impact of changes in customer engagement, product launches, enablement programs, and adoption initiatives.
• Identify systemic adoption gaps and recommend scalable interventions, programs, and operating model improvements.
• Connect customer adoption trends to broader business outcomes, including retention and growth potential.
• Develop executive-ready dashboards, scorecards, and reporting that provide visibility into adoption performance, forecast confidence, emerging risks, and progress against strategic goals.
• Lead recurring adoption forecast reviews and business performance discussions, communicating key trends, underlying drivers, risks, and recommended actions.
• Establish and track key performance indicators, including adoption penetration, active usage, feature utilization, time to value, adoption velocity, and forecast accuracy.
• Deliver concise, insight-driven recommendations that help senior leaders make proactive, data-informed decisions.
• Build a consistent approach to measuring the effectiveness of Customer Success programs and translating results into future forecasts and strategic priorities.

Skills

Forecasting

Analytics

Strategy

Executive communication

Cross-functional leadership

SQL/Python

Tableau

Tools

Excel/Google Sheets

SQL

Python

Tableau

Job description

Salesforce is seeking a Senior Manager, Forecasting & Strategy to lead customer adoption forecasting and strategic planning across Customer Success. This role will turn complex usage and engagement data into actionable insights to anticipate adoption trends, risks, and opportunities, enabling leadership to accelerate value realization.

The ideal candidate blends strong analytical forecasting with strategic business acumen and deep understanding of the customer lifecycle, translating data into