Senior PE Strategy & Growth Analyst

Salesforce, Inc.; Chicago, Northern (IL, KY); Hybrid; USD 96,000 - 145,000; Full time

Job summary

Salesforce, Inc. is seeking a Senior Analyst to support origination of new opportunities and influence sales cycles for private equity portfolios, applying a value-selling approach and coordinating with product specialists, solution engineers, and account teams.

You will lead quantitative and qualitative analyses across PE portfolios, develop unique viewpoints on value creation, and partner with the senior PE relationship manager to accelerate growth and scale the team.

Qualifications

• 1–3+ years of experience, ideally with exposure to private equity, consulting or enterprise software.
• Strong analytical, communication and English skills.
• Experience with data analysis, reporting, and dashboards.

Responsibilities

• Support the Private Equity Practice team in data analysis, reporting and strategic projects.
• Support portfolio reviews to assess operational metrics with leadership.
• Conduct analyses and deliver insights to Salesforce and client executives.
• Own strategic projects to grow the Private Equity Practice.
• Keep portfolio data up to date through reporting and analysis.
• Market research and due diligence on PE firms and portfolio companies.
• Support PE due diligence and growth strategies for carve-outs and acquisitions.
• Assist business development to maintain PE partner relationships.
• Act as advocate for the partnership within PE firms and Salesforce.
• Help execute go-to-market plans with clear metrics.
• Leverage Salesforce resources to ensure portfolio company success.

Skills

Data analysis

Strategic thinking

Communication

Education

Economics/Finance/Accounting/Management degree

Tools

Google Sheets

Excel

Salesforce CRM Analytics

Tableau

Job description

Salesforce, Inc. is seeking a Senior Analyst to support origination of new opportunities and influence sales cycles for private equity portfolios, applying a value-selling approach and coordinating with product specialists, solution engineers, and account teams.

You will lead quantitative and qualitative analyses across PE portfolios, develop unique viewpoints on value creation, and partner with the senior PE relationship manager to accelerate growth and scale the team.