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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.
**Overview of the Role ** We are seeking a highly analytical individual to join Chief Operating & Financial Officer (COFO) Finance as a Senior Manager supporting Prospect to Cash. This role will serve as a strategic business partner to Prospect to Cash, focusing on delivering the annual budget and supporting the strategic transformation and modernization of this part of the sales cycle. This role will help drive workforce strategy, modernize legacy processes, and support executive dialogue on capital allocation aligned to a multi year business transformation. You will support the COFO on strategic priorities and Executive Leadership team and Board level reviews of transformation progress. The Senior Manager will own the annual budget, including close, forecast, and reporting for Corporate. The Senior Manager will conduct quarterly budget reviews with the Executive Vice President (EVP) Global Go-To-Market (GTM) Planning and Prospect to Cash Innovation, and support strategic analysis on an ongoing basis. The ideal candidate is a finance professional ideally with a strong background in SaaS business models, advanced data analysis, and cross-functional leadership. This role demands a blend of technical expertise and strategic partnership.
The Senior Manager role is part of a dynamic, innovative, and supportive team in the Finance & Strategy organization, playing a direct role in shaping the long-term success and growth trajectory of the company. If you are passionate about driving business strategy through data-driven insights and are ready to tackle complex, high-impact challenges, we encourage you to apply.
Responsibilities
- **Business Partner for Prospect to Cash: **Drive the annual budget process, orchestrate month-end close and rolling forecast processes, ensure accuracy and synchronization across the remit in COFO and across Salesforce engaging all Finance stakeholders
- **Transformation: **Act as a strategic partner to advise the Prospect to Cash organization on capital allocation, workforce transformation, and support quarterly reviews with CEO/Executive Leadership Team (ELT)
- **Executive Presentation: **Translate complex financial results into concise, actionable insights for the COFO and ELT
- **Cross-Functional Partnership: **Act as a strategic partner across Finance, providing financial rigor and support on major company initiatives
- **Scale Systems & Processes: **Drive the continuous improvement of FP&A software and Business Intelligence (BI) tools to automate manual consolidation and increase reporting speed
Required Qualifications
- Experience: 8+ years of experience in a highly analytical role (e.g., Finance, Business Operations). Exposure to B2B SaaS business models preferred.
- **Financial Modeling: **Complex Excel modeling experience and the ability to build "what-if" scenarios that stress-test business drivers and long-range plans
- **Relationships: **Exceptional relationship-building skills demonstrated by ability to grow and nurture relationships with internal stakeholders
- **Communication: **Strong written and verbal communication skills, with the ability to translate complex data and financial concepts into clear, actionable business recommendations for executive audiences
- **Education: **Bachelor's degree in Finance, Economics, Business, or a quantitative field or equivalent relevant experience required. Experience will be evaluated based on the Core Competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
This role is hybrid and goes into the office 3 days per week.
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.