Analyst - Private Equity Practice

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Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way. Our Global Private Equity & VC Practice is transforming the way private equity firms create value for investors and their portfolio companies and transforming/scaling how Salesforce accelerates its growth by specializing in this broad horizontal sector across all our industries.

We are action-oriented. We provide a unique form of strategic relationship capabilities to accelerate growth, and reduce risk. Blending analysis, vision, product-oriented thought leadership, with a focus on AI and Data, business case development and an entrepreneurial approach that enables senior Private Equity executives and their Portfolio Company Executives to rethink how quickly, easily and cost-efficiently they can achieve their strategic objectives and deliver next-generation, value creation-enhancing customer experiences across sales, service, marketing and commerce using the Salesforce platform.

THE ROLE
You will be responsible for supporting the growth of our strategic Private Equity (PE) partnerships, bringing unique points of view, analytical rigor and a broad range of industry knowledge to drive growth. In your role, you will work directly with our associates and senior PE team to deepen partnerships, accelerate value creation for the PE firm and scale the broader team as we continue to grow. You will be responsible for developing unique points of view on value creation opportunities across the PE firm's portfolio, lead robust quantitative and qualitative analysis and contribute to customer-facing engagements.

As an Analyst, you will support the origination of new opportunities and influencing sales cycles through a value selling approach that takes into consideration the specific transformation needs per portfolio company. You will help bring the “Best of Salesforce” product specialists, solution engineers, account teams, and industry experts and enable account teams and ecosystem partners on how to effectively sell to private equity owned companies.

RESPONSIBILITIES
The Analyst will support the Private Equity Practice team in the following key areas of our go-to-market:

• Relationship Management Support

  • Directly support associates and relationship managers in building and maintaining relationships with our strategic Private Equity Partners

  • Develop tailored content and insights for regular meetings with Private Equity firms, including relevant portfolio opportunities and Salesforce product updates

  • Support associates and relationship managers to engage with sales account managers to identify strategic opportunities and grow the pipeline

• Data Analysis and Strategic Projects

  • Proactively monitor M&A activity across private equity firms and ensuring data accuracy and integrity in our internal systems

  • Conduct thorough data analyses and deliver actionable insights that can be effectively communicated to senior executives of Salesforce and our clients

  • Work to streamline and enhance existing processes and reporting to drive efficiency and productivity

  • Own strategic projects that support the overall growth and success of the Private Equity Practice

• Business Development

  • Conduct research on top Private Equity firms including investment approach, sector focus, digital transformation strategy, and value creation approach

  • Keep current on private equity market trends and conditions, provide research to relationship managers and account teams as needed

  • Support the execution of the go-to-market plan for each Private Equity partner with clear success metrics

IDEAL CANDIDATE HAS:

• Knowledge of private equity industry fundamentals and terminology

• Significant level of maturity, with a desire to grow within the team and deliver exceptional client service

• Strong analytical skills and ability to draw insights from data

• A high tolerance for ambiguity; ability to focus and implement in a rapidly changing environment, take charge and make things happen

• Exceptional communication, strategic, analytical, and influencing skills

• An independent, self-starter with strong work ethic and personal drive and character qualities that match with our company’s core values and inspire others to follow and act

• A superior ability to build and maintain positive working relationships

• A willingness to travel on as-needed basis >30% of the time

• Excellent business/professional English communication skills

REQUIRED EXPERIENCE:

• 0-2 years of experience in enterprise software, digital transformation, consulting, strategy, private equity/credit, venture capital, investment banking, or M&A

• Degree in Economics, Finance, Accounting or Management from a top institution

• Experience in an enterprise digital transformation in either B2B or B2C

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