Marketing Planning & Strategy Senior Specialist

Salesforce Salesforce · Enterprise · Chicago, IL

Salesforce is seeking a Marketing Planning & Strategy Senior Specialist to support the Central Marketing Planning and Strategy team. This role will operationalize and drive end-to-end processes for marketing planning, strategy, operations, and critical initiatives. The specialist will build streamlined processes and frameworks to support financial and operational processes, manage corporate marketing contingency, track budget execution, and design/implement reports and dashboards using Salesforce platforms to monitor key metrics and ROI. The role requires advanced Excel skills, experience in Finance, Analytics, or Business Operations, and strong interpersonal and communication skills.

What you'd actually do

  1. Manage the corporate marketing contingency and maintain rolling list of asks across all functions of the organization.
  2. Work with the Functional Strategy and Planning team to ensure budget execution and quarterly spend completion. Align with the Finance and Strategy team to identify quarterly spend trends.
  3. Track and update reports and executive decks to support business needs for both planning and headcount reporting as well as ad hoc requests for upper management. Ability to work in Salesforce tools to provide informative trending and analysis
  4. Design, implement, and streamline reports and dashboards using Salesforce platforms to track key metrics and ROI efficiencies for consolidated marketing budgets. Provide informative trending and analysis to key partners
  5. Connect with business partners within marketing and across the wider organization and act as a key source of insights; document and provide enablement where necessary
  6. Build a detailed database of interactive historicals that is dynamic; leverage this database as the organization continues to grow and transform

Skills

Required

  • Advanced Excel skills
  • Detail oriented
  • Interpersonal and communication skills
  • Experience in Finance, Analytics, and/or Business Operations

Nice to have

  • Financial background
  • Knowledge of GAAP based accounting recognition policies

What the JD emphasized

  • Advanced Excel skills required
  • 3-5 years of experience in Finance, Analytics, and/or Business Operations