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Customer Marketing, Discovery Senior Analyst

Salesforce
Full-time
On-site
San Francisco, California, United States

πŸ“Œ Core Information

πŸ”Ή Job Title: Customer Marketing, Discovery Senior Analyst

πŸ”Ή Company: Salesforce

πŸ”Ή Location: San Francisco, California, United States

πŸ”Ή Job Type: Full-Time, Remote OK

πŸ”Ή Category: Marketing & Communications

πŸ”Ή Date Posted: May 14, 2025

πŸ”Ή Experience Level: Mid-Senior level (2-5 years)

πŸ”Ή Remote Status: Remote OK

πŸš€ Job Overview

Key aspects of this role include:

  • Identifying and qualifying customer accounts for co-marketing opportunities
  • Engaging with internal stakeholders to assess fit for marketing initiatives
  • Maintaining tracking of outreach and qualification outcomes
  • Providing feedback on trends and pipeline health to improve targeting and engagement strategy
  • Analyzing relevant data via Salesforce reports and dashboards

ASSUMPTION: This role requires a strong understanding of business acumen, excellent communication skills, and the ability to navigate complex internal teams.

πŸ“‹ Key Responsibilities

βœ… Review and prioritize a pipeline of customer accounts using defined strategic criteria

βœ… Conduct outreach to internal stakeholders to gather insights and assess co-marketing potential

βœ… Qualify accounts based on alignment with campaign goals, product narratives, and business impact

βœ… Partner closely with customer marketing managers to hand off qualified accounts for next steps

βœ… Maintain clear tracking of outreach, responses, and qualification outcomes in team systems

βœ… Provide feedback on trends and pipeline health to improve targeting and engagement strategy over time

βœ… Monitor, capture, and analyze relevant data via Salesforce reports and dashboards and provide analysis to be used in marketing, sales, and content development

ASSUMPTION: This role involves a high degree of multitasking and requires strong organizational skills to manage multiple moving parts.

🎯 Required Qualifications

Education: Bachelor's degree in Marketing, Business, or a related field

Experience: 3-5 years of experience in sales, customer marketing, field marketing, or related roles

Required Skills:

  • Strong communication and writing skills
  • Ability to work well cross-functionally
  • Growth mindset and ability to thrive in an evolving environment
  • Organized and self-motivated
  • Familiarity with CRM tools (like Salesforce) and basic data analysis
  • Dynamic, confident personality with the ability to drive project execution with minimal guidance
  • Experience working with customers, direct distribution (sales) teams, and channel & marketing partners
  • Ability to perform well in a fast-paced environment and manage multiple projects effectively
  • Extreme attention to detail

Preferred Skills:

  • Experience with the Salesforce products and/or other SaaS and B2B technology platforms
  • Experience with working directly with Analyst Relations, Customer Reference Programs and or Product Marketing
  • Proven track record of executive communications
  • Familiarity with Salesforce market strategy

ASSUMPTION: While a degree in Marketing or Business is preferred, relevant experience and skills may be considered in lieu of formal education.

πŸ’° Compensation & Benefits

Salary Range: $111,200 to $152,900 per year (based on company-provided range)

Benefits:

  • Stock Options
  • Equity
  • Benefits

Working Hours: Full-time, with flexible hours expected

ASSUMPTION: The provided salary range is based on the company's posting and may vary depending on factors such as location, level, job-related knowledge, skills, and experience.

πŸ“Œ Applicant Insights

πŸ” Company Context

Industry: Salesforce is a leading global provider of customer relationship management (CRM) software and related services, operating in the Software Development industry.

Company Size: Salesforce has 10,000+ employees, providing a large and diverse work environment with ample opportunities for growth and collaboration.

Founded: Salesforce was founded in 1999 and has since grown to become a publicly traded company with a strong global presence.

Company Description:

  • Salesforce is the world's #1 Customer Relationship Management (CRM) platform
  • They help companies of every size and industry simplify, personalize, and innovate their customer experiences
  • Salesforce is committed to creating a workplace where everyone feels valued, included, and has equal access to opportunities

Company Specialties:

  • Enterprise Cloud Computing
  • Customer Relationship Management

Company Website: http://www.salesforce.com

ASSUMPTION: Salesforce's large size and global presence provide numerous opportunities for career growth and development.

πŸ“Š Role Analysis

Career Level: This role is at the mid-senior level, requiring a combination of strategic thinking, tactical execution, and strong communication skills.

Reporting Structure: The Discovery Senior Analyst will report directly to the Customer Marketing team and collaborate closely with various internal stakeholders, including Account Executives, Product Managers, and Solution Engineers.

Work Arrangement: This role is Remote OK, offering flexibility in terms of work location and hours.

Growth Opportunities:

  • Potential to move into more senior roles within the Customer Marketing team or related functions
  • Opportunities to work on high-impact projects and initiatives that drive business results
  • Access to Salesforce's extensive training and development resources

ASSUMPTION: This role offers significant growth potential for the right candidate, given Salesforce's size and the strategic nature of the position.

🌍 Location & Work Environment

Office Type: Salesforce has multiple offices worldwide, with this role based out of their San Francisco headquarters.

Office Location(s): 415 Mission St, San Francisco, California 94105, US

Geographic Context:

  • San Francisco is a major tech hub with a vibrant and diverse culture
  • The city offers numerous amenities, including restaurants, museums, and outdoor activities
  • San Francisco has a Mediterranean climate, with mild, wet winters and dry summers

Work Schedule: Full-time, with flexible hours expected

ASSUMPTION: The work environment at Salesforce is dynamic and fast-paced, with a strong focus on collaboration and innovation.

πŸ’Ό Interview & Application Insights

Typical Process:

  • Online application submission
  • Phone or video screen with a member of the HR team
  • In-depth phone or video interview with the hiring manager
  • Final on-site or virtual interview with key stakeholders

Key Assessment Areas:

  • Communication and presentation skills
  • Problem-solving abilities and strategic thinking
  • Cultural fit and alignment with Salesforce's values

Application Tips:

  • Tailor your resume and cover letter to highlight relevant skills and experiences for this role
  • Be prepared to discuss specific examples of your experience with customer engagement, stakeholder management, and data analysis
  • Research Salesforce's products, market strategy, and company culture to demonstrate your understanding and enthusiasm for the role

ATS Keywords: Customer Marketing, Discovery, Senior Analyst, CRM, Salesforce, Co-Marketing, Pipeline, Stakeholder Engagement, Data Analysis

ASSUMPTION: The interview process at Salesforce is designed to assess both technical skills and cultural fit, with a strong emphasis on communication and problem-solving abilities.

πŸ› οΈ Tools & Technologies

  • Salesforce CRM
  • Microsoft Office Suite (Word, Excel, PowerPoint)
  • Data visualization tools (e.g., Tableau, Power BI)

ASSUMPTION: Familiarity with Salesforce CRM and relevant data visualization tools is essential for success in this role.

πŸ‘” Cultural Fit Considerations

Company Values:

  • Customer Success
  • Innovation
  • Equality

Work Style:

  • Collaborative and team-oriented
  • Fast-paced and dynamic
  • Focused on driving results and continuous improvement

Self-Assessment Questions:

  • How do you approach building and maintaining strong relationships with internal stakeholders?
  • Can you provide an example of a time when you had to analyze complex data to drive business decisions?
  • How do you stay organized and manage multiple projects in a fast-paced environment?

ASSUMPTION: Salesforce values a diverse and inclusive work environment, with a strong emphasis on collaboration, innovation, and customer success.

⚠️ Potential Challenges

  • Managing a dynamic pipeline of accounts and prioritizing effectively
  • Navigating complex internal teams and building strong relationships with stakeholders
  • Keeping up with the fast-paced nature of the role and adapting to changing priorities
  • Balancing the need for strategic thinking with tactical execution

ASSUMPTION: These challenges can be overcome with strong organizational skills, a growth mindset, and a commitment to continuous learning and improvement.

πŸ“ˆ Similar Roles Comparison

  • This role is unique in its focus on identifying and qualifying customer accounts for co-marketing opportunities
  • Similar roles in the industry may focus more on customer success management, field marketing, or product marketing
  • Career progression in this role could lead to more senior positions within the Customer Marketing team or related functions

ASSUMPTION: While this role shares some similarities with other marketing positions, its unique focus on customer account discovery sets it apart.

πŸ“ Sample Projects

  • Developing and implementing a strategic framework for prioritizing customer accounts based on defined criteria
  • Conducting a comprehensive analysis of customer data to identify trends and opportunities for co-marketing initiatives
  • Creating and maintaining a dashboard to track outreach, responses, and qualification outcomes, enabling data-driven decision-making

ASSUMPTION: These sample projects illustrate the strategic and analytical nature of the role, as well as the importance of data-driven decision-making.

❓ Key Questions to Ask During Interview

  • Can you describe the typical pipeline of customer accounts and how it is prioritized?
  • How does this role collaborate with other teams, such as Product Marketing or Sales, to drive co-marketing initiatives?
  • What are the most important qualities for success in this role, according to the hiring manager?
  • How does Salesforce support the growth and development of employees in this role?
  • What are the most challenging aspects of this role, and how can they be effectively managed?

ASSUMPTION: Asking these questions demonstrates a strong interest in the role and a commitment to understanding the work environment and growth opportunities.

πŸ“Œ Next Steps for Applicants

To apply for this position:

  • Submit your application through this link
  • Tailor your resume and cover letter to highlight relevant skills and experiences for this role
  • Prepare for the interview by researching Salesforce's products, market strategy, and company culture
  • Follow up with the hiring manager one week after your final interview to express your continued interest in the role

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.