Senior Analyst, Stock Administration

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Job Category

Finance

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.

As a key member of the Global Equity Plan Services team, you will lead the day-to-day administration of Salesforce’s comprehensive global equity portfolio, including Restricted Stock Units (RSUs/RSAs), Performance Stock Units (PSUs), Stock Options, and Employee Stock Purchase Plans (ESPP).

The Senior Analyst serves as a critical liaison among transfer agents, brokerage partners, legal counsel, and internal business stakeholders. This role ensures the precise execution of global equity transactions and the accurate, timely fulfillment of tax withholding obligations across more than 30 countries.

The ideal candidate is a customer-centric self-starter and a Slack-first collaborator who proactively drives process improvement and automation. We are looking for an analytical, solution-oriented professional who excels in a fast-paced environment and possesses the technical rigor to maintain data integrity at scale. We work on a hybrid schedule and go into the office three days a week.

YOUR IMPACT:

• Lead the seamless administration of Salesforce’s global equity portfolio, including RSUs, RSAs, PSUs, ESPP, and stock options, ensuring precision from grant to settlement

• Simplify employee equity education by making complex plan details easy to understand through clear communications and training

• Act as a functional architect to design and implement automated workflows using Alteryx and advanced data tools, reducing manual intervention and scaling our operations for 30+ countries

• Own the “source of truth” by auditing and reconciling data flows between Workday, E*TRADE (EEO), and global payroll systems to ensure 100% data accuracy and SOX compliance

• Partner cross-functionally with internal stakeholders, including Payroll, Tax, Employee Success (Human Resources), and Legal to support equity-related processes and ensure compliance

• Coordinate closely with Employee Success and Payroll to ensure accurate employee data and appropriate tax treatment

• Maintain a rigorous internal control environment, leading month-end, quarter-end, and year-end reconciliations and supporting external audit requirements

MINIMUM REQUIREMENTS:

• Bachelor’s degree in Finance, Accounting, Business, or a related field; combined with 4+ years of progressive experience in global stock administration or equity

• Proven track record of managing high-volume deliverables and multiple competing deadlines within a fast-paced, highly regulated environment

• Advanced proficiency in Microsoft Excel, including VLOOKUPs, pivot tables, and complex data analysis and Google Suite (Sheets, Docs, Slides)

• Certified Equity Professional (CEP) designation or progress toward certification preferred

PREFERRED REQUIREMENTS:

• Experience with the E*TRADE Equity Edge Online (EEO) platform highly preferred, including ESPP and stock option administration

• Working knowledge of equity-related system integrations and data flows, including Workday and Alteryx

• Experience using Slack Canvas, Huddles, and Workflow Builder to enhance transparency and automate routine equity inquiries or cross-functional status updates

• General understanding of data flows and system integrations (e.g., Workday to Alteryx), ensuring seamless synchronization across the equity tech stack

We have a public-facing website https://salesforcebenefits.com/ that explains our various benefits, including medical, dental, 401k, ESPP, generous parental leave, adoption assistance, fertility benefits, and more. Visit for the full breakdown!

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 andbe your best, and our AI agents accelerate your impact so you cando 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.

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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.

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. Headhunters and recruitment agencies may not submit resumes/CVs through this Web site or directly to managers. Salesforce.com and Salesforce.org do not accept unsolicited headhunter and agency resumes. Salesforce.com and Salesforce.org will not pay fees to any third-party agency or company that does not have a signed agreement with Salesforce.com or Salesforce.org.

 

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