Senior Manager, Forecasting & Strategy

Quick Facts

• Role: Senior Manager, Forecasting & Strategy (Customer Success)

Description

Salesforce is seeking a strategic, data-driven Senior Manager, Forecasting & Strategy to lead customer adoption forecasting and strategic planning across Customer Success. You will develop forward-looking insights into how customers adopt, consume, and realize value from Salesforce products, enabling leadership to anticipate trends, identify risks and opportunities, and make informed decisions to accelerate customer success.

Responsibilities

• Own and evolve customer adoption forecasting models (product adoption, usage growth, dollars used) across segments, products, and portfolios

• Develop predictive models and leading indicators to forecast adoption trajectories and identify customers at risk of stalled adoption

• Establish a consistent forecasting methodology using historical adoption patterns, customer health, implementation progress, success plans, and engagement signals

• Monitor forecast accuracy, analyze variances, and refine assumptions, models, and methodologies

• Translate adoption data into actionable insights on momentum, barriers, risk, and expansion opportunities

• Partner with Customer Success leadership to build strategic plans that improve adoption and time to value

• Create data-driven frameworks to prioritize customer segments and allocate resources

• Develop scenario analyses to evaluate impact of engagement changes, product launches, enablement programs, and adoption initiatives

• Identify systemic adoption gaps and recommend scalable interventions and operating model improvements

• Connect adoption trends to retention and growth outcomes

• Build executive-ready dashboards, scorecards, and reporting for forecast confidence, emerging risks, and goal progress

• Lead recurring forecast review and business performance discussions with recommended actions

• Define and track KPIs (adoption penetration, active usage, feature utilization, time to value, adoption velocity, forecast accuracy)

• Measure the effectiveness of Customer Success programs and translate results into future forecasts and priorities

• Collaborate cross-functionally (Customer Success, Product, Data Science, Business Operations, Sales, Revenue) to align definitions, metrics, and reporting standards

Requirements

• 7+ years of experience in strategy, business operations, forecasting, analytics, customer success operations, or related fields

• Advanced proficiency in Excel or Google Sheets and experience with SQL or Python

• Experience with BI/analytics platforms such as Tableau and CRM analytics or comparable tools

• Demonstrated experience developing forecasts, predictive models, business plans, or performance measurement frameworks

• Strong analytical skills to synthesize complex datasets into clear business insights and recommendations

• Experience with customer lifecycle, product adoption, product usage, engagement, retention, or customer health data

• Ability to influence senior stakeholders and drive cross-functional alignment

• Executive communication and storytelling skills to explain forecast assumptions, risks, and business implications

Benefits

• Time off programs

• Medical, dental, vision, and mental health support

• Paid parental leave

• Life and disability insurance

• 401(k)

• Employee stock purchasing program

• Typical base salary range: $143,400–$216,900 annually (base only), plus potential bonus/incentive/equity as applicable