Private Equity Analyst

Salesforce·Workday
United KingdomFull-timePosted Jul 1, 2026
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Job Category

Sales

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

Overview of the Role:

As a Senior Analyst on our Private Equity Practice team, you will support the growth of Salesforce's strategic Private Equity (PE) partnerships across EMEA — working directly with our senior PE relationship managers to deepen partnerships, accelerate value creation, and scale the team. You will lead quantitative and qualitative analysis across PE firms' portfolios, develop points of view on value creation opportunities, and contribute to customer-facing engagements.

Responsibilities:

  • Conduct thorough data analyses and deliver actionable insights to senior leaders at Salesforce and our clients; own strategic projects that support the overall growth of the Private Equity Practice, including portfolio performance reviews and market research on fund cycles, investment approaches, and digital transformation strategies.

  • Support Private Equity due diligence processes and help portfolio companies quickly develop growth strategies for carve-outs and new acquisitions, including rethinking business and operating model opportunities aligned to Salesforce capabilities.

  • Support senior team members in maintaining relationships with strategic Private Equity partners, acting as an advocate for the partnership both within the PE firm and at Salesforce, and supporting the execution of go-to-market plans with clear success metrics.

  • Bring together Salesforce product specialists, solution engineers, account teams, and industry experts to support value-selling approaches tailored to the transformation needs of individual portfolio companies.


Required Qualifications:

  • Professional experience, ideally with exposure to private equity, venture capital, management consulting, enterprise software, or digital transformation.

  • Strong analytical skills with proficiency in Google Sheets and Excel; ability to communicate complex data clearly to senior executives.

  • Excellent professional English communication and interpersonal skills, with a track record of building relationships and delivering results in complex, cross-functional teams.

  • Experience working with international clients or on international teams, with the ability to operate effectively in a fast-paced, ambiguous environment.


Preferred Qualifications:

  • Degree in Economics, Finance, Accounting, or Management.

  • Experience in enterprise digital transformation in a B2B or B2C context.

  • Understanding of current SaaS market dynamics and trends in Agentic AI.

  • Basic knowledge of Salesforce CRM Analytics and Tableau.

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme. We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role. Applicants are welcome to opt-in to the interview scheme as part of the application process. If you would like to apply under the scheme, please click the link to the Accommodations Request Form above and scroll to the UK Disability Confident Scheme section within the form.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

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