Salesforce.com, Inc Project Management Analyst - Finance Operations in Indianapolis, Indiana
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.
Finance and Operations
About the Position
The Project Analyst M&A Integration, Finance Operations role is within Salesforce’s M&A Finance team. This team is comprised of professionals in the CFO organization who are responsible for partnering with Corporate Development and our global Finance and Operations teams on acquisitions. The role includes supporting a portfolio of Finance Operations integrations, working with cross-functional Lead to Cash and IT stakeholders on integration strategy and timing, assisting in implementing interim operating rules, transition, communications/change management & enablement activities with Sales and our Core Revenue Operations team. While the position reports directly to the Manager, M&A Finance, he/she will partner with members across the organization. This is an excellent opportunity for someone who wants to interact with a variety of business stakeholders, learn about acquiring and integrating companies, as well as being a contributor to the Business Units that help drive our company’s incredible growth. A utility player who has both soft skills (e.g., strong communication, organization, time management) and hard skills (e.g., data analysis, Salesforce admin experience, Quote-to-Cash operations) with a keen eye for scaling operations for maximum efficiency will excel in this role.
Help prepare and gather data and inputs for executive summary updates for integration projects
Develop and improve internal project management tools, communications, and change management channels with Finance business partners
Create killer content for internal marketing and communication
Assist in establishing and monitoring integration project milestones, from planning to execution
Develop tools and methods to automate or optimize manual operational processes
Manage deal support escalations by consulting correct business partners to resolve urgent questions
Obtain SME knowledge of how acquisitions manage Quote-to-Cash processes, how data moves between systems, etc. and distill this information into high level summaries for department stakeholders
Translate the needs of the acquired business to our internal business partners
Resolve risks, and bring escalations and open questions to management, as needed
Document legacy, interim, and to-be Quote-to-Cash processes and create resources and/or work with Office of Transformation team to do this
Drive strategy for setting up Finance teammates with proper access to acquired ERP and CRM systems, and coordinate needs to keep acquired Finance systems up-to-date, and the eventual deprecation strategy
Find opportunities to optimize interim Quote-to-Cash processes, and recommend solutions to use more scalable options
Participate in internal planning sessions for Salesforce on Salesforce projects: using Salesforce products to manage internal Quote-to-Cash operations; escalate and resolve systems issues, as needed, to Product, BT, and other business partners
Support and manage data analysis efforts required for monthly operational review decks, and ad-hoc reporting
Partner with Revenue Operations teams, facilitating focus group sessions to find opportunities to strengthen M&A Finance handoff during full integration
Positively influence others to achieve results that are in the best interest of the organization
2+ years of relevant experience, preferably in communications and change management, sales operations, finance operations, business operations, strategy & operations in a rapid pace, high-growth environment
2+ years of Quote-to-Cash or equivalent work experience in Finance Operations or business operations
Strong organizational skills, including attention to detail and experience across a portfolio of projects
Experience facilitating discussions and collaborating with other teams across many disciplines
Exceptional written and verbal communication skills
Experience with or knowledge of Salesforce CRM, Order-to-cash and GL systems
High proficiency in Smartsheets, LucidChart, PowerPoint, Google Slides, Excel, Google Sheets
Basic comprehension of revenue recognition and accounting a plus
Bonus points for prior experience in SQL, Tableau, Tableau CRM (Einstein Analytics)
Salesforce Administrator 201 Certification a plus
We have a public-facing website https://www.getsalesforcebenefits.com/en that explains our various benefits, including wellbeing reimbursement, generous parental leave, adoption assistance, fertility benefits, and more. Visit for the full breakdown!
Accommodations - If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form. (http://cloud.mail.salesforce.com/accommodations-request-form)
At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at Salesforce and explore our benefits.
Salesforce.com and Salesforce.org are Equal Employment Opportunity and Affirmative Action Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce.com and Salesforce.org do not accept unsolicited headhunter and agency resumes. Salesforce.com and Salesforce.org will not pay any third-party agency or company that does not have a signed agreement with Salesfore.com or Salesforce.org.
Salesforce welcomes all.
Founded in 1999, Salesforce is the global leader in Customer Relationship Management (CRM). Companies of every size and industry are using Salesforce to transform their businesses, across sales, service, marketing, commerce, and more by connecting with customers in a whole new way. We harness technologies that can revolutionize companies, careers, and, hopefully, our world.
Salesforce is built on a set of four core values: Trust, Customer Success, Innovation, and Equality. By making technology more accessible, we're helping create a future with greater opportunity and equality for all. This has taken our company to great heights, including being ranked by Fortune as one of the “Most Admired Companies in the World” and one of the “100 Best Companies to Work For” eleven years in a row, and named “Innovator of the Decade” and one of the “World’s Most Innovative Companies” eight years in a row by Forbes.
There are those who choose to work with the best and brightest. And then, there are those who want to do more than just a job. They are the ones improving lives, not only their careers. Having an impact now instead of later. Doing something that’s so much bigger than themselves, an industry, and their company.
We believe everyone can be a Trailblazer. Join Salesforce and discover a future of new opportunities.
- Salesforce.com, Inc Jobs