Marketing Planning & Strategy Manager

Manager of Planning and Strategy

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. The Manager supports annual planning, program spend management and optimization, and monthly spend reviews with marketing leaders, using data-driven insights to guide decisions and ensure marketers have the tools and visibility needed to manage budgets effectively.

• 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 with 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.

• 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.

• Time off programs.
• Medical, dental, vision, and mental health support.
• Paid parental leave.
• Life and disability insurance.
• 401(k) with company match.
• Employee stock purchasing program.
• Access to Salesforce AI agents and analytics tools.
• Political viewpoint protection and other statutory benefits as per law.

Posting Statement
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