Senior Global Credit Analyst, Salesforce
World's leading CRM provider
Be an early applicant
World's leading CRM provider
1001+ employees
Be an early applicant
1001+ employees
Company mission
To empower companies to connect with their customers in a whole new way.
Role
Who you are
- Bachelor’s degree in Accounting, Finance, Business Administration, or a related field, or equivalent work experience
- 2-3 years of experience in accounts receivable, commercial (B2B) credit, accounting, finance, or credit and collections
- Ability to interpret financial reports from sources like D&B and Moody’s
- Strong analytical skills with a deep understanding of collections, credit, accounting, and finance principles
- Experience in assessing portfolio and customer risk
- Strong conflict management and negotiation skills
- Independent and critical thinker, able to make decisions autonomously
- Effective time management and the ability to work efficiently under pressure
- Ability to thrive in a fast-paced, dynamic environment while managing multiple tasks
- Excellent verbal and written communication skills, with the ability to engage at all management levels
- Salesforce experience is a plus
What the job involves
- The Senior Global Credit Analyst is responsible for evaluating the financial health of customers to ensure collectability. This critical role at Salesforce helps minimize the risk of bad debt while supporting healthy working capital and free cash flow. A Senior Credit Analyst must make sound credit decisions to mitigate financial exposure, establish appropriate payment and billing terms, and understand how contract language impacts collections
- The position Requires close collaboration with sales leaders, internal finance teams, collections, and legal stakeholders to facilitate timely deal conversions
- This role demands the ability to stay calm under pressure, assess situations objectively, and make sound decisions, especially in high-stakes environments.
- A working knowledge of SOX controls and the importance of safeguarding financial data is essential. The position also involves managing global accounts, with a primary focus on the APAC and EMEA regions. Extended hours are sometimes required during the final days of each month, particularly at quarter-end, with occasional weekend work depending on the calendar
- Manage Credit Quote and Case queues
- Handle Payment Terms and Billing Frequency requests
- Oversee Prebill days and Payment Method changes
- Address Payment Plan requests
- Monitor and manage Credit Rating updates
- Perform ad-hoc tasks as needed
- Use data and analytics to understand credit risks and develop proactive strategies
- Collaborate with account teams to set appropriate credit terms
- Work closely with internal and external teams, including Account Executives, Sales Operations, Legal, and Accounts Receivable, to optimize cash flow, reduce AR aging, and minimize bad debt expenses
- Ensure compliance with collection activities and facilitate resolution of related issues
Our take
Salesforce is a global cloud computing company, best known for its on-demand, comprehensive customer relationship management (CRM) solutions. The company was launched to mitigate the doubts that business owners felt regarding third party companies holding their data.
By providing essential, customer-oriented CRM software, Salesforce places itself at the heart of digitised businesses. Furthermore, by building out its AI capabilities, the company removes the complexity of AI, enabling any business to deliver smarter, personalised and more predictive customer experiences.
Due to the continued innovation offered by the company, over 150,000 companies, both big and small, are growing their business with Salesforce today. Despite a tumultuous 2023 filled with activist investors, a boardroom shake-up and the unprecedented step-down of Co-CEO Bret Taylor, Salesforce continues to close several acquisition deals and managed to drive up its stock value by 96% from the end of 2022 to 2023.
Steph
Company Specialist at Welcome to the Jungle
Insights
-8% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Jun 2001
$46.9m
SERIES D
Nov 1999
$13.2m
SERIES C
Total funding: $64.5m
Company values
- Trust - We earn the trust of our customers, employees, and extended family through transparency, security, compliance, privacy, and performance. And we deliver the industry’s most trusted infrastructure
- Customer Success - So we champion them to achieve extraordinary things. We innovate and expand our business offerings to provide all our stakeholders with new avenues to achieve ever greater success
- Innovation - Our customers’ input helps us develop products that best serve their business needs. Providing continual technology releases and new initiatives gives our customers a competitive advantage
- Equality - We believe everyone should be seen, heard, valued, and empowered to succeed. Hearing diverse perspectives fuels innovation, deepens connections between people, and makes us a better company
- Sustainability – We are committed to bringing the full power of Salesforce to accelerate the world’s journey to net zero
Company HQ
Financial District, San Francisco, CA
Articles
Leadership
Marc Benioff
(Chair & CEO)Previously Senior Vice President at Oracle Corporation for 13 years.
Parker Harris
(CTO)Previously worked as a Software Engineer for over six years. Harris also co-founded Left Coast Software.
People progressing
Joined as Recruiting Director - Futureforce University Recruiting, EMEA, and was promoted to Senior Director - EMEA & LATAM Recruiting, Futureforce after 3 years, and then again to Senior Director - Recruiting after 2 years. Now serve as COO - Employee Success EMEA.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Diversity, Equity & Inclusion at Salesforce
- Our goals:
- 50% of our U.S. employees will be made up of underrepresented groups (Women, Black, Latinx, Indigenous, Multiracial, LGBTQ+ employees, People with Disabilities, and Veterans) by 2023
- Double the U.S. representation of Black leaders (VP+) and increase our representation of underrepresented minority (Black, Indigenous, Latinx, and Multiracial) leaders by 50% by 2023
- 50% increase our U.S. representation of underrepresented minority (Black, Indigenous, Latinx, and Multiracial) employees by 50% by 2023
- We’ve met our representation goal nearly a full year early – today, 50.7% of our U.S. employees are members of underrepresented groups
Share this job
View 257 more jobs at Salesforce