SalesforceInvestor Relations Senior Analyst
Salesforce is hiring an Investor Relations Senior Analyst in San Francisco, United States. It pays $94k-$142k a year and Level rates it ; you can apply on Salesforce.
Level's read on this job
- On Level's scale, this role is Uses AI ●●○○: an ordinary role that requires AI tools.
- The posting mentions CRM, AI agents and investor relations among its tools and skills.
- Level classes it as a senior role.
- Salesforce has 1,500+ other open roles on Level.
- Posted in the last few days.
AI in this role
Support global investor relations, build financial models, and develop agentic AI workflows to automate team operations.
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.
Job Category
FinanceJob 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.
The Experience
Salesforce is looking for a new member(s) of its Investor Relations team. This highly-visible role reports to the EVP of Investor Relations and is responsible for helping to execute the global IR program, including helping define the IR strategy and carrying out the annual operating plan.
What You'll Actually Be Doing
- Serve as key support to the IR team in responding to investor and analyst inquiries, ramping over time into a co-spokesperson to investors, research analysts, proxy and ESG analysts
- Partner with the IR team to build a best-in-class IR program
- Collaborate with the IR team and executives to create strategic investment messages (news releases, board/investor materials, etc.)
- Assist in preparing earnings call materials, including slide decks, talking points, and Q&A documents under senior team guidance
- Build strong internal networks and deep subject matter expertise across AI technologies and other product areas
- Support cross-functional coordination and preparation for senior management communications
- Build and maintain IR databases, investor targeting lists, and tracking tools (CRM/contact management)
- Monitor and synthesize sell-side research, investor sentiment, and competitive intelligence on a daily/weekly basis
- Develop sophisticated Agentic AI workflows to ingest industry-level telemetry and automate key workflows, thus enhancing the IR team's knowledge base and responsiveness
- Support logistics and preparation for investor conferences, non-deal roadshows, and analyst days
- Conduct financial modeling and benchmarking analysis to support the team's narrative work
- Track shareholder ownership changes and summarize trends for the team
You're Our Person If...
- 2+ years in finance, FP&A, investment management/research, investment banking, capital markets, or related is preferred but not required
- Four-year degree in accounting, finance, or economics preferred but not required
- Excellent written and oral communication skills
- Ability to multitask, demonstrated ability to work collaboratively in a team environment
- Experience breaking down complex ideas for different audiences
- Ability to drive alignment with senior management
- Willingness to travel multiple weeks per year
- SaaS business model experience preferred but not required
- Creativity and collaboration across teams
- Most importantly: intense focus and drive to think creatively, ambition to learn rapidly, fueled by curiosity about the company, financials, and technologies
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.
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.
In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $94,000 - $142,300 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $112,900 - $155,200 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.How we rate this
Investor Relations Senior Analyst at Salesforce rates 55 out of 100 for how much of the daily work is AI. That makes it Uses AI (AI Level 2 of 4). The level is about AI in the job, not seniority.
Uses AI. An ordinary role that requires AI tools.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.
Prepare for this job
Built from this posting and from similar jobs on Level.
Skills and AI tools this role asks for
Questions you could be asked
- How do you decide when an AI agent can act on its own versus asking for approval first?
- Tell me about a project where investor relations was part of your work. What did you do?
- Tell me about a project where financial modeling was part of your work. What did you do?
- Tell me about a project where competitive intelligence was part of your work. What did you do?
- Tell me about a project where agentic ai was part of your work. What did you do?
Adapt your resume
- List these exact terms on your resume: AI agents, Investor Relations, Financial Modeling, Competitive Intelligence, and Agentic AI. An applicant tracking system matches the wording, not the idea.
- Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.
- Put the AI tool in a bullet point about what you did, not just in a skills list. This role treats it as a required part of the job.
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