Strategy & Forecasting Lead - Customer Success

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

Job summary

Salesforce, Inc. is seeking a strategic Senior Manager, Forecasting & Strategy to lead customer adoption forecasting and planning across Customer Success.

This role will translate complex product usage and engagement data into forward‑looking insights that guide adoption, risk management, and value realization for customers. You will partner with Customer Success, Product, Data Science, and Sales to build scalable forecasting processes, dashboards, and data‑driven plans that shape strategic

Qualifications

• 7+ years of experience in strategy, business operations, forecasting, analytics, or related field.
• Advanced proficiency in Excel or Google Sheets, SQL or Python and BI tools like Tableau or CRM analytics.
• Demonstrated experience developing forecasts, predictive models, business plans, or performance measurement frameworks.
• Strong analytical skills, capable of synthesizing complex datasets into actionable insights and recommendations.
• Experience with customer lifecycle data including product adoption, engagement, retention, and health metrics.
• Proven ability to influence senior stakeholders and drive cross‑functional alignment.
• Strong executive communication and storytelling skills to explain forecast assumptions and risks.

Responsibilities

• Own and evolve customer adoption forecasting models across segments and products.
• Develop predictive indicators to forecast adoption trajectories and surface opportunities to accelerate usage.
• Establish a consistent forecasting methodology using historical patterns, health signals, and engagement data.
• Monitor forecast accuracy, analyze variances, and refine models and assumptions.
• Deliver executive-ready dashboards and insights tying adoption to business outcomes.

Skills

Forecasting

Data analysis

Executive communication

Cross-functional collaboration

Tools

Excel/Google Sheets

SQL

Python

Tableau/Analytics tools

Job description

Salesforce, Inc. is seeking a strategic Senior Manager, Forecasting & Strategy to lead customer adoption forecasting and planning across Customer Success.

This role will translate complex product usage and engagement data into forward‑looking insights that guide adoption, risk management, and value realization for customers. You will partner with Customer Success, Product, Data Science, and Sales to build scalable forecasting processes, dashboards, and data‑driven plans that shape strategic