Senior Manager, Success Plans Portfolio Strategy

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Job Category:
Customer Success

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 sharp, intellectually curious Senior Manager to join our Success Plans Portfolio Strategy team. In this role, you will drive the strategic engines that power our portfolio decisions that inform how we evolve our Success Plans in a rapidly changing technology landscape. You will be a key thought partner to the broader Success Plan and Adoption leadership team, translating ambiguous problem statements into crisp, well‑reasoned strategic recommendations.

This role is ideal for someone who thrives at the intersection of big‑picture thinking and rigorous analysis - someone who can zoom out to identify emerging trends and zoom in to build the frameworks and narratives that drive executive alignment. You'll partner closely with cross‑functional teams across Product, Go‑to‑Market, Adoption and Analytics team.

• Strategic Framework Development: Build and refine frameworks, models, and methodologies used to evaluate portfolio evolution opportunities and offer differentiation.
• Governance Model Design: Establish and lead a robust portfolio governance model to oversee the lifecycle of Success Plan offers and the broader product adoption team. This includes defining decision‑making frameworks, clear roles and responsibilities (RACI), drive governance forums and approval workflows for offer enhancements or new launches.
• Strategic Analysis & Recommendations: Conduct deep‑dive analyses on key strategic questions facing the Success Plans portfolio. Synthesize findings into clear, executive‑ready recommendations with well‑supported points of view.
• GTM Strategy Support: Contribute to the development of go‑to‑market strategy for Success Plans, with a particular focus on positioning in an AI‑ and agent‑driven future.
• Thought Leadership: Proactively identify emerging trends, risks, and white space opportunities at the intersection of AI, automation, and Customer Success. Help shape the team's external and internal point of view.
• Competitive Analysis & Market Research: Support comprehensive competitive analysis and market research efforts focused on the use of agents and related technologies in delivering Customer Success across the industry. Identify key trends, opportunities, and potential threats.
• Executive Communication: Develop compelling presentations and strategic narratives for senior leadership and cross‑functional stakeholders. Turn complex analysis into clear, persuasive storytelling.
• Cross‑Functional Partnership: Collaborate with Product, Go‑to‑Market, and Adoption Teams and Analytics teams to ensure strategic work streams are aligned and integrated into portfolio decisions.

• 6+ years in strategy consulting, with deep understanding of Professional Services or Customer Success organizations
• Proven experience designing or managing business governance models, including the ability to build consensus among diverse stakeholder groups and implement structured decision‑making processes.
• Experience in strategic framework development, with a proven track record of building and refining methodologies
• Strong analytical and structured problem‑solving skills - able to break down ambiguous problems and build rigorous, insight‑driven recommendations.
• Excellent communication and presentation skills, with the ability to influence stakeholders at all levels
• Demonstrated ability…