Private Equity Sr. Analyst

Salesforce
Chicago
Workplace: OnsiteFull timeUSD 96,300 - 145,200 annuallyFunction: Communications, PR & CommunityExperience: 1+ yearsEducation: bachelorsSkills: ["Communication","Strategic influencing","Consulting","Analytical thinking","Relationship building","Self-starter","Taking initiative"]

Support Salesforce’s Private Equity Practice by driving data analysis, reporting, and strategic projects across portfolio performance and operational metrics. Conduct market research and due diligence to shape digital value creation points of view, including carve-outs and acquisitions. Collaborate with senior PE relationship leadership to deepen partner relationships, advocate for Salesforce internally and with PE firms, and help execute go-to-market plans with clear success metrics.

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FursaFursa
Salesforce
Salesforce
1 day ago

Private Equity Sr. Analyst

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Last checked: 17 hours agoStatus: Live

Job Summary

Support Salesforce’s Private Equity Practice by driving data analysis, reporting, and strategic projects across portfolio performance and operational metrics. Conduct market research and due diligence to shape digital value creation points of view, including carve-outs and acquisitions. Collaborate with senior PE relationship leadership to deepen partner relationships, advocate for Salesforce internally and with PE firms, and help execute go-to-market plans with clear success metrics.
Location: Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Communications, PR & Community
Seniority: Mid level

Key Responsibilities

  • •Support Private Equity Practice go-to-market through portfolio performance reviews and operational metric analysis with leadership.
  • •Conduct data analyses and deliver actionable insights to Salesforce and client senior executives.
  • •Own strategic projects that support growth and success of the Private Equity Practice.
  • •Perform market research and digital value creation POV work across Private Equity firms and their portfolios.
  • •Assist in business development by supporting PE partner relationship management and go-to-market execution with success metrics.

Pay and Benefits

Salary: USD 96,300 - 145,200 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionPaid ParentalLife InsuranceDisability Insurance401kEquity

Key Requirements

  • •1-3+ years of working experience, ideally with exposure to private equity/credit, venture capital, consulting, strategy, enterprise software, AI, or digital transformation.
  • •Experience working internationally with international clients and teams.
  • •Exceptional communication, strategic influencing, and consulting skills to engage senior executives.
  • •Strong analytical skills and proficiency in Google Sheets and Excel; basic knowledge of Salesforce CRM Analytics and Tableau is a plus.
  • •Excellent business English communication and a track record of growing in complex, multi-disciplinary teams while handling ambiguity.
Experience:1+ yearsPrivate equityVenture capitalConsultingEnterprise softwareAIDigital transformationSaaSB2BB2C
Education:Bachelor's in Economics, Finance, Accounting or Management
Skills:CommunicationStrategic influencingConsultingAnalytical thinkingRelationship buildingSelf-starterTaking initiative
Languages:English
Tech Stack:Google SheetsExcelSalesforce CRM AnalyticsTableauCRMAIAgentic AIAgentforce

Company Brief

Salesforce
Provides a leading cloud-based customer relationship management (CRM) platform with sales, service, marketing, analytics, and integration tools that empower businesses to manage customer relationships and digital transformation at scale.
Industry: SaaS
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Francisco, United States
Founded: 1999
Glassdoor
Glassdoor: 4.1
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