CSG Strategy & Analytics - Senior Lead

CSG Strategy & Analytics - Senior Lead at Salesforce

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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.

For our customers who wish to get the most value out of Salesforce with an enterprise experience and the fastest support, delivered by our most skilled experts, they purchase our Signature Success Plan. Signature drives the right insights and people at the right time - which can make all the difference. When you have Signature, you unlock our deepest level of partnership, most skilled expertise, and tools to stay agile.

The CSG Strategy & Analytics team works within Account Success to drive operational rigor in how we own the business and also to support various special projects and efforts to change and grow the business.

• Partner with Account Success Leadership team members to perform ad‑hoc analyses across multiple data sets and tools, interpret key performance metrics, and deliver insights and recommendations to leadership.
• Evaluate ongoing business performance against targets, identifying areas of growth and opportunity.
• Collaborate cross‑functionally with the Account Success Technology team & CSG Business Intelligence team to ensure successful data analysis is transformed into data sets and Tableau dashboards to provide broad “run the business” support across the Account Success team.
• Build executive‑level presentations for global leadership reviews and support quarterly business reviews.
• Support GTM planning process in partnership with the Account Success Strategy & Programs teams and the CSG Business Intelligence team.

• Excellent presentation and executive engagement skills.
• Self‑starter and high degree of motivation to go above and beyond the task at hand and succeed in a collaborative, fast‑paced environment.
• Outstanding written and verbal communication skills, with the ability to craft compelling stories for diverse audiences.
• Strong business acumen and stakeholder management.
• Proven track record of structuring and transitioning sophisticated problems to solutions.
• Customer Success Strategy experience or 8+ years of professional experience, ideally in consulting or sales strategy/business operations roles.
• Experience with Business Analysis, Data Visualization and Marketing Analytics, and ability to translate sophisticated information into easily consumable insights.
• Solid understanding of Salesforce product & applications, Tableau, Snowflake, SQL and Data Cloud.
• Flexible schedule and ability to work with our global Account Success teams in different time zones.
• Ability to travel on a quarterly basis.

• Fortune 100 management or strong understanding of Customer Success.
• Knowledge of Salesforce product and platform features, capabilities, and best use.
• Experience with an enterprise CRM or customer service application.
• Consulting background and skills considered an asset.

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. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

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