Full-Time

Associate – Private Equity Practice

Posted on 1/7/2025

Salesforce

Salesforce

10,001+ employees

Cloud-based Customer Relationship Management solutions

Consulting
Enterprise Software

Compensation Overview

$83.3k - $111.4kAnnually

+ Incentive Compensation + Equity

Junior, Mid

Company Historically Provides H1B Sponsorship

New York, NY, USA

Base salary hiring range for New York-based roles is $83,300 to $111,440.

Category
Private Equity
Finance & Banking
Required Skills
Market Research
Data Analysis

You match the following Salesforce's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Experience in mergers, acquisitions, divestitures, carve-outs and/or the private equity market
  • Confident discussing IRR, ROI, TCO, business case development in the context of LBOs
  • Experience working internationally, both with international clients and on international teams
  • Exposure to working at the C-level, with evidence of gaining deep insight into the business dynamics of large enterprises and across industries, as well as articulating the organization impacts brought by technology
  • Exceptional communication, strategic, analytical, influencing, and consulting skills
  • A track record of growing in complex, multi-disciplinary teams
  • A high tolerance for ambiguity; ability to focus and implement in a rapidly changing environment, take charge and make things happen
  • An independent, self-starter with strong work ethic and personal drive and character qualities that match with our company’s core values and inspire others to follow and act
  • A superior ability to build and maintain positive working relationships
  • A willingness to travel on as-needed basis >30% of the time
  • Excellent business/professional English communication skills
Responsibilities
  • Support our senior team in maintaining relationships with our strategic Private Equity Partners, helping provide a single view of Salesforce into the assigned patch of Private Equity firms
  • Act as an advocate for the partnership within the Private Equity firm and at Salesforce
  • Understand the Salesforce product suite and conceptualise the optimal solutions to accelerate time to value in Private Equity portfolio companies; articulate the value of Salesforce across B2B and B2C Private Equity owned portfolio companies
  • Support the execution of the go-to-market plan for each Private Equity partner with clear success metrics
  • Act as a connective tissue between account teams and the Private Equity Practice to accelerate opportunities and drive them to closure; help sales account managers drive value creation and grow the pipeline
  • Leverage all the Salesforce resources needed to ensure portfolio company customer success
  • Collaborate with our alliances and sales teams to expand the breadth and depth of our advisory partners for our Private Equity Partners
  • Understand the intricacies, politics, and strategies required to implement a partnership program
  • Conduct market research on top Private Equity firms including fund cycle, investment approach, sector focus, digital transformation strategy and value creation approach
  • Support Private Equity due diligence processes and help them quickly develop growth strategies for carve outs and new acquisitions
  • Post announcement, work with the portfolio company to rethink business and operating model opportunities and align Salesforce capabilities
  • Support internal and external portfolio performance reviews to assess operational metrics/effectiveness on a recurring basis with leadership
  • Conduct thorough data analyses and deliver actionable insights that can be effectively communicated to senior executives of Salesforce and our clients
  • Own strategic projects that support the overall growth and success of the Private Equity Practice

Salesforce provides cloud-based software solutions focused on Customer Relationship Management (CRM). Its main product, Customer 360, includes a variety of applications that help businesses manage and personalize their interactions with customers across marketing, sales, service, commerce, and IT operations. This system allows companies to create a seamless experience for customers throughout their journey. Unlike many competitors, Salesforce offers a subscription-based model that eliminates the need for costly hardware and software installations, making it accessible for businesses of all sizes. The company aims to deliver tailored solutions that cater to the specific needs of different industries, ensuring that clients can effectively enhance their customer relationships and drive growth.

Company Stage

IPO

Total Funding

$62.7M

Headquarters

San Francisco, California

Founded

1999

Growth & Insights
Headcount

6 month growth

1%

1 year growth

5%

2 year growth

-1%
Simplify Jobs

Simplify's Take

What believers are saying

  • Salesforce is recognized as a leader in Customer Data Platforms for B2B and B2C.
  • Recent investments indicate strong confidence in Salesforce's future growth prospects.
  • AI initiatives like Agentforce and unified POS system expand Salesforce's market share.

What critics are saying

  • Consumer skepticism towards AI could impact Salesforce's AI-driven CRM solutions.
  • Intensifying competition in AI for retail may challenge Salesforce's market share.
  • Adoption of Salesforce's unified POS system may face challenges in entrenched retail systems.

What makes Salesforce unique

  • Salesforce's Customer 360 offers a comprehensive suite of CRM applications.
  • The company integrates AI into its CRM solutions, enhancing customer service capabilities.
  • Salesforce's subscription model provides a steady revenue stream and continuous innovation.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Life Insurance

401(k) Retirement Plan

Remote Work Options

Flexible Work Hours

Parental Leave

Wellness Program

INACTIVE