Manager, Strategic Planning – Analytics

Salesforce

Salesforce strategic planning analyst shaping Customer Success strategy through data analysis, modeling, and executive insights. Guiding 2–5-year initiatives with cross-functional teams and senior leaders.

Posted 8/4/2026full-timeChicago • Illinois, New York, Washington • 🇺🇸 United StatesJuniorMid-Level💰 $117,400 - $177,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in data analysis, strategic planning, and data visualization, with a strong ability to translate complex data into actionable insights. Proficient in collaborating across teams to drive strategic initiatives and deliver impactful business solutions.

Highest-signal resume keywords

Data AnalysisData VisualizationSQL ProficiencyStatistical KnowledgeCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ModelsDatabase DesignData MiningSegmentation TechniquesStatistical PackagesPythonRExcelTableauData Preprocessing

Soft Skills

Interpersonal SkillsCommunication SkillsOrganizational Consensus BuildingSynthesis of InformationProject Management

Tools & Technologies

TableauSQLStatistical PackagesData Visualization Tools

Industry Keywords

Customer SuccessBusiness AnalyticsStrategic PlanningFinancial Due DiligenceEngagement Management

Tech Stack

Tools & technologies

PythonSQLTableau

About the role

Key responsibilities & impact

Independently drive development of strategic points of view on critical Customer Success business topics
Guide the design of strategic initiatives focused on a 2–5 year planning horizon
Analyze large and complex datasets to extract meaningful insights
Interpret data trends, patterns, and anomalies to inform strategic decisions
Develop complex data models and actionable insights
Design, develop, and maintain interactive Tableau dashboards and reports
Clean and preprocess raw data and collaborate on data preprocessing pipelines
Identify and create relevant data features to improve model performance and data processes
Prepare reports for executive leadership and stakeholders using visualizations and narratives
Translate stakeholder business requirements into data-driven solutions
Collaborate with engineering, product, business, data and analytics, project management, and program management teams
Uncover business context, gather insights, align stakeholders, and define strategic initiatives
Support planning, design, delivery, and implementation of strategic initiatives
Transform strategic concepts into operational business rhythms

Requirements

What you’ll need

Bachelor’s Degree in Data Science, Economics, Finance, Math/Statistics, or a related field
PhD preferred
Minimum 2–3 years of professional experience in data, business analytics, financial due diligence, strategic planning, and business acumen roles
Background as an engagement manager in Big 4, management consulting, or strategy highly preferred
Technical expertise in data models, database design and development, data mining, and segmentation techniques
Proficiency with databases and SQL
Strong knowledge of statistics
Experience using statistical packages for analyzing datasets, including Python/R and Excel
Experience with data visualization tools such as Tableau
Ability to synthesize multiple information sources into a compelling strategic point of view
Ability to work in a fast-paced, evolving, and occasionally ambiguous environment
Strong interpersonal and communication skills
Ability to communicate complex topics using simple language and build organizational consensus
Familiarity with data and analytics concepts
Ability to translate data-driven insights into actionable recommendations
Demonstrated cross-functional collaboration ability
Experience managing complex projects and initiatives and ensuring timely delivery and successful implementation

Benefits

Comp & perks

Time off programs
Medical insurance
Dental insurance
Vision insurance
Mental health support
Paid parental leave
Life insurance
Disability insurance
401(k)
Employee stock purchasing program
Certain roles may be eligible for incentive compensation, equity, and benefits
Reasonable accommodation during the application or recruiting process