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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 and experienced Manager of Planning and Strategy to support our Marketing Planning and Strategy function. Reporting to the Director of Functional Marketing Planning & Strategy within CMO Marketing Operations, this role leads budget and workforce management for a global marketing organization.
This position is responsible for annual planning, program spend management and optimization, and monthly spend reviews with marketing leaders. You will use data-driven insights to guide decisions and ensure marketers have the tools and visibility needed to manage budgets effectively.
You will drive consistency and scale across planning processes, templates, and workflows, while identifying opportunities to improve existing practices. Success in this role requires both strategic thinking and strong operational execution, with a focus on building reliable planning, forecasting, and reporting processes.
The ideal candidate brings strong analytical skills, cross-functional influence, and a commitment to high-quality execution in a fast-paced environment.
Key Responsibilities
- Lead annual, quarterly, and ad hoc marketing planning processes, ensuring accuracy, agility, and alignment with business priorities for supported functions.
- Own budget management, forecasting, and reporting, providing clear visibility into spend performance and enabling effective execution.
- Deliver actionable insights through budget and workforce reviews, leveraging dashboards and partnering with Finance and Analytics teams to drive spend efficiency and business impact.
- Drive end-of-quarter close processes, proactively identifying variances and partnering with stakeholders to resolve issues.
- Identify and implement opportunities to streamline, standardize, and scale planning processes, tools, and templates across Marketing.
- Partner cross-functionally (Finance, Analytics, and Marketing teams) to ensure systems and workflows support efficient planning, budget execution, and reporting.
- Support workforce planning by managing headcount processes, tracking, and reporting.
- Build strong relationships with marketing leaders, serving as a trusted advisor on planning, budget, and resource decisions.
- Support key business deliverables, including Quarterly Business Reviews (QBRs) and executive updates.
- Maintain clear documentation and ensure adherence to budget governance, accounting standards, and internal processes.
Required Qualifications and Requirements:
- Bachelor's degree in Marketing Strategy, Operations, Business Analytics, Finance, or a related field
- 5-7 years of relevant professional experience with an emphasis on marketing strategy and operations
- Strong analytical and financial modeling skills, with the ability to translate data into actionable insights
- Advanced proficiency in Excel, PowerPoint, and Google Suite
- Experience with data visualization and analytics tools (e.g., Tableau, Salesforce Analytics); Salesforce or Tableau certification a plus
- Ability to think creatively, identify and tackle problems through data analysis
- Proven ability to influence cross-functional stakeholders and communicate effectively with senior leaders
- Strong problem-solving skills, with a proactive and structured approach to identifying opportunities
- Excellent organizational, time management, and prioritization skills in a fast-paced environment
- High attention to detail and a commitment to quality execution
This is not a remote position. The Marketing Return to Office policy is 3 days per week. This role should be available during Pacific Time Zone hours as the marketing leader is located in the west coast. #LI-Hybrid
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
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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.
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 $117,400 - $177,600 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.