About The Position

About Salesforce 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. Role Overview We are seeking a Senior Manager of Target Setting, Data Modeling and Dashboarding within our Customer Success organization. This is a high-impact leadership role responsible for architecting the technical framework for setting customer-centric goals and building the visualization layer that brings that data to life. You will not only build world-class statistical models but also design the dashboards that translate complex performance metrics into a clear narrative. You will partner with stakeholders across Customer Success, Product, and Operations to ensure our "North Star" metrics are visible, actionable, and aligned with Salesforce’s strategic objectives.

Requirements

  • 6+ years in a highly analytical role such as Data Analytics, Business Operations, or Data Science, with a track record of developing performance frameworks and predictive models.
  • Expert-level proficiency in SQL for complex data extraction and manipulation is required.
  • Hands-on experience building statistical and forecasting models in Python or R.
  • Profiency in dashboarding tools such as Salesforce CRM analytics and Tableau including experience with complex calculated fields, dashboard actions, and user experience design.
  • Proven, hands-on experience developing predictive models from the ground up, with a strong understanding of statistical methods, machine learning concepts (e.g., regression, clustering), and time-series forecasting.
  • Experience querying and working with large-scale datasets from enterprise data warehouses and CRM systems (Salesforce).
  • Exceptional ability to translate complex quantitative analysis into clear, actionable insights and strategic recommendations for technical and non-technical audiences.
  • Strong business acumen with a deep understanding of SaaS business models, customer lifecycle management, and how to connect operational KPIs to financial outcomes.
  • Proven ability to manage complex projects, thrive in a fast-paced environment, and manage multiple priorities simultaneously.
  • Excellent communication and interpersonal skills, with the ability to influence and collaborate effectively with stakeholders at all levels of the organization.
  • High comfort with ambiguity and a proactive, problem-solving mindset.

Responsibilities

  • Design, build, and maintain the core analytical models that inform goal setting, using factors like customer segmentation, product usage data, and health scores.
  • Develop and manage forecasting models to predict future performance against key goals, running deep-dive analyses to identify opportunities and mitigate risks.
  • Manage the end-to-end technical process for setting and tracking Customer Success performance targets, ensuring data integrity and model accuracy.
  • Monitor performance against goals and translate complex model outputs into actionable narratives and dashboards for senior leadership.
  • Design and own the suite of level dashboards that track Customer Success performance, ensuring "one version of the truth" across the organization.
  • Partner with Data Science, Product, and Analytics teams to integrate new data sources and continuously improve the technical framework of the goal-setting process.

Benefits

  • time off programs
  • medical
  • dental
  • vision
  • mental health support
  • paid parental leave
  • life and disability insurance
  • 401(k)
  • an employee stock purchasing program
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