Private Equity Sr. Analyst
Core
Support the origination of new opportunities and influence sales cycles for Salesforce's Private Equity practice by enabling account teams and ecosystem partners to sell to PE-owned companies.
Role type
Senior Analyst, Private Equity Practice
Builds
Salesforce's strategic Private Equity partnerships and go-to-market execution
Domain
Enterprise Software / Private Equity / Digital Transformation
Deliverable
product features
Required skills
Data analysis, strategic project management, market research, due diligence support, business development, quantitative and qualitative analysis, stakeholder management, cross-functional collaboration
Preferred skills
Experience in private equity/credit/venture capital, enterprise digital transformation, SaaS market dynamics, Agentic AI
Technologies
Google Sheets, Excel, Salesforce CRM Analytics, Tableau
Responsibilities
Support internal and external portfolio performance reviews; conduct market research on PE firms and portfolio companies; support PE due diligence processes; maintain relationships with strategic PE partners; execute go-to-market plans for PE partners
Seniority
Senior, hands-on IC