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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.

Manager,  Planning and Strategy (Functional Planning)

We are seeking an 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, you will lead budget and workforce management for a global Marketing function. This includes annual planning, ongoing program spend management and optimization, and monthly spend health reviews with marketing leaders, using data-driven insights to guide decisions. You will ensure marketers have the tools, guidance, enablement, and reporting they need to manage their budgets effectively.

You will play a key role in driving consistency and scale across planning processes, templates, and workflows. You will take a thoughtful, critical approach to current practices to identify improvements that benefit the broader business. This role requires balancing strategic thinking with strong operational execution while maintaining clear, reliable processes for planning, forecasting, and performance reporting. You bring strong analytical skills, the ability to influence across functions, and a commitment to high-quality execution in a fast-paced environment.

Key Responsibilities

• Lead annual, quarterly, and ad hoc marketing planning processes with agility and accuracy for the supported function

• Identify areas to streamline, standardize, and optimize planning processes, templates, and tools that can be scaled across Marketing functions, including leading special projects, maintaining documentation, and supporting communication plans as needed

• Ensure budget, accounting, and spend governance compliance across supported teams

• Provide ongoing budget management, forecasting, and reporting for marketers to fully execute on planned spend

• Drive end-of-quarter budget close processes, identifying opportunities for efficiencies and partner with stakeholders to solve for variances proactively

• Partner with Finance, Analytics, and cross-functional teams to ensure systems and workflows support effective spend execution

• Contribute to the efficient resourcing of the supported organization by providing headcount process management, guidance, and reporting

• Facilitate clear, consistent communication across teams to ensure alignment on processes, timelines, and priorities

• Build strong relationships with marketing leaders, serving as a trusted advisor and primary planning partner

• Support the preparation for key business updates including Quarterly Business Reviews (QBRs)

• Conduct regular budget and workforce reviews with the functional Lead and their direct reports, utilizing dashboards and generating reporting to provide inputs on spend efficiency, budget, and headcount reports to support Quarterly Business Reviews (QBRs) and other executive forums

• Create key business & marketing performance reports, within the context of the marketing org’s budget and headcount, to drive conversations/decision-making (monthly marketing reviews and other forums)

• Collaborate closely with our extraordinary Marketing Data Science and Analytics team to deliver spend efficiency and business impact insights

Required Qualifications and Requirements:

• Bachelor's degree in Marketing, Business Analytics, Finance, or a related field

• 5-7 years of relevant professional experience with an emphasis on marketing strategy and operations

• Expert in Microsoft Office and Advanced Excel/PowerPoint and Google Suite technologies

• Salesforce Analytics required, certification a plus

• Tableau (Desktop, Server, Cloud, Data Stage, CRMa) experience, Certified Tableau Data Analyst a plus

• Strong analytical and financial skills

• Ability to think creatively, identify and tackle problems through data analysis

• Excellent communication and presentation skills - a track record of delivering business analytics to senior executives

• Ability to work with cross-functional teams

• Excellent time management and prioritization skills

• Highly motivated, meticulous, and a self starter

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.

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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 $127,200 - $174,900 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.