Description
A blend of strategy and operational execution, the Strategy & Operations Sr Analyst partners with Renewals Leadership as a trusted advisor, focused on executing the retention forecasting motion. This role requires deep alignment with multiple levels of the Renewals hierarchy, as well as cross-functional alignment with Sales and Customer Success organizations. This role supports the weekly forecasting process and is responsible for managing content related to the forecast. This person leverages insights to increase accuracy and efficiency in the retention forecast across the North American operating units. You are detail-oriented and feel fulfilled when helping leaders run their business!
We’re looking for highly passionate candidates who have relentless curiosity, a startup mentality, attention to detail, willingness to manage multiple priorities, and ability to deal with ambiguity effectively. This is an individual contributor role reporting to the Director, Renewals Strategy & Operations.
Responsibilities
Support the weekly OU forecast process across Renewals
Drive forecast excellence by coordinating prep for weekly OU forecast calls
Partner with the Analytics team and perform ad-hoc analyses across multiple data sets and tools (examples of analyses include customer segmentation, participation, propensity to buy, white space, likelihood to churn, etc.) to drive forecast accuracy or improve forecast recommendations
Evaluate ongoing OU business performance against Targets
Create executive-level presentations for both local and global leadership reviews
Experience
2+ years of professional experience, ideally in Sales strategy/business operations roles
Experience with forecasting, business analysis, and data visualization
Strong business acumen and stakeholder management
Degree or equivalent relevant experience required. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
Skills
Excellent presentation and executive engagement skills
Outstanding written and verbal communication skills, with the ability to craft compelling stories
Self-starter and high degree of motivation to go above and beyond the task at hand and succeed in a collaborative, fast-paced environment.
Ability to translate complex information into easily consumable insights
Working knowledge of Salesforce
Intermediate or better mastery of Snowflake/SQL and Excel/G-sheets
Beginner or better mastery of Tableau
Flexible schedule, the ability to work with our global Renewals teams in different time zones.
For roles in San Francisco and Los Angeles: Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.