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
Marketing & Communications
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.
We are seeking a highly motivated, results-oriented, and experienced Marketing Strategy and Planning Manager to serve as the financial and operational backbone for the Brand Campaigns and Partnerships team. This role is central to driving operational excellence by ensuring rigorous budget management, accurate target setting, and effective annual performance pacing for high-impact brand initiatives.
Responsibilities:
Budget Management & Financial Oversight:
- Manage the overall Brand Campaigns and Partnerships budget, including tracking multi-year commitments and ensuring alignment with Finance.
- Partner with Finance on budget reconciliations, requarterization, and scenario planning to maintain financial accuracy and flexibility.
- Support the Brand and Partnerships team with quick turn and executive approvals. Drive rigor around budget submissions and invoicing deadlines.
Annual Targets & Performance Pacing:
- Lead the team's strategic planning framework process (V2MOM creation or similar), driving the definition and documentation of annual targets.
- Own the monthly status updates and performance pacing process to ensure team targets are accurately tracked and on schedule.
Timeline & Leadership Updates:
- Maintain budget and milestone alignment with all Brand Campaigns and Partnerships work and campaign/media delivery timelines.
- Provide bi-weekly executive-level updates with key dependencies, risks, and critical operational callouts to leadership.
Reporting & Strategic Business Operations:
- Provide consolidated operational reports for leadership, including comprehensive views of budget status, target pacing, and resource commitments.
- Serve as the strategic business operations focus, ensuring budgets, targets, and pacing are accurate, well-communicated, and fully aligned with both leadership and Finance partners.
AI Tooling & Intelligent Operations:
- Serve as the team's primary technical resource for internal AI tooling, agent building, and prompt engineering.
- Design, build, and iterate on AI agents and automated workflows that streamline repetitive operational tasks, improve team efficiency, and reduce manual lift across budget tracking, reporting, and cross-functional coordination.
- Partner with team members to identify high-impact opportunities where AI tools can accelerate work, and translate those opportunities into practical, deployed solutions.
- Develop and maintain a library of reusable prompts, tools, and AI-powered workflows tailored to the team's operational needs.
Experience / Skills Required:
- 5+ years of progressive experience in marketing operations, finance, analytics, or a similar business operations role, preferably within a fast-paced environment.
- Proven expertise in budget management, financial tracking, and operational reporting.
- Advanced Excel skills required; demonstrated ability to handle large datasets with a detail-oriented approach.
- Demonstrated success in driving operational processes from conception to completion, with a strong focus on measurable business outcomes.
- Strong verbal and written communication skills, with the ability to articulate complex financial and operational information clearly and concisely to diverse stakeholders.
- Highly analytical and data-driven, with the ability to translate insights into actionable operational strategies.
- Proactive in identifying potential risks or dependencies and developing creative solutions in a dynamic environment.
- Hands-on experience building AI agents, custom GPTs, or LLM-powered tools using platforms such as ChatGPT, Claude, Gemini, Agentforce, or similar.
- Proficiency in prompt engineering, with the ability to design effective prompts for a range of operational use cases.
- Familiarity with AI workflow and automation tools (e.g., Slack AI) to build scalable, team-facing solutions.
- Comfortable working at the intersection of technology and operations — able to independently scope, build, and deploy lightweight AI-powered tools without deep engineering support.
Preferred Qualifications:
- Familiarity with marketing campaign delivery timelines.
- Experience working closely with Finance teams on budget forecasting and reconciliation.
- Experience using or building AI agents within enterprise platforms (e.g., Salesforce Agentforce)
- Prior experience acting as an AI champion or internal resource for a non-technical team, democratizing access to AI tools and capabilities.
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.