📌 Core Information
🔹 Job Title: Customer Marketing, Discovery Senior Analyst
🔹 Company: Salesforce
🔹 Location: San Francisco, California, United States
🔹 Job Type: Full-Time, Remote OK
🔹 Category: Marketing & Communications
🔹 Date Posted: May 14, 2025
🔹 Experience Level: Mid-Senior level (2-5 years)
🔹 Remote Status: Remote OK
🚀 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.
📋 Key Responsibilities
✅ Review and prioritize a pipeline of customer accounts using defined strategic criteria
✅ Conduct outreach to internal stakeholders to gather insights and assess co-marketing potential
✅ Qualify accounts based on alignment with campaign goals, product narratives, and business impact
✅ Partner closely with customer marketing managers to hand off qualified accounts for next steps
✅ Maintain clear tracking of outreach, responses, and qualification outcomes in team systems
✅ Provide feedback on trends and pipeline health to improve targeting and engagement strategy over time
✅ 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.
💰 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.
📌 Applicant Insights
🔍 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.
📊 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.
💼 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.
🛠️ 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.
👔 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.
📈 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.
📝 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.
📌 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.
