Manager​/Sr. Manager, Product Financial Planning & Analysis

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

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

The Finance & Strategy (F&S) team serves as a trusted adviser to the business to help guide decision-making through business partner support and innovative and informative analyses. We are looking for forward-thinking, results-oriented individuals that will succeed in a fast-paced environment!

Within the F&S organization, this position will play a key role on the Product Finance team. We partner with Cloud leadership and play a key role in scaling the business successfully. The position will contribute to a wide range of projects to accelerate growth and optimize our Product portfolio. This role will also work cross-functionally within Finance and other departments - establishing relationships and developing product expertise.

This role requires a collaborative and strategic finance professional with deep analytical capabilities, strong communication skills and sound judgment.

Responsibilities

* Partners with subject matter experts across the company, establishing trust and gaining an understanding of relevant business drivers and key economic metrics (e.g., price and quantity contribution to revenue, cost to serve, and margin expansion)

* Develop financial models and framework for effective management, ROI analysis and business recommendations on strategic investments and their impact on growth drivers and margin expansion

* Help develop product long range plan (LRP) framework, evaluate performance against the plan and ensure product road map is aligned across other departments' plans

* Partner closely with Strategy and Pricing teams to define monetization strategies and insights, including future AI roadmap opportunities

* Contribute to annual planning and budgeting processes and collaborate cross-functionally to ensure strategic alignment across the company

* Prepare and present high-quality executive presentations for product and engineering leadership

Required Qualifications

* Bachelor's degree in Finance, Economics, Business, or other relevant discipline or equivalent relevant experience required. MBA or equivalent experience preferred. Experience will be evaluated based on the Core Competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.).

* A minimum of 5 years of relevant experience in finance, consulting, or analytics for Manager level; a minimum of 8 years of relevant experience in finance, consulting, or analytics for Senior Manager level

* Demonstrated success in driving operational activities

* Proven skill in managing multiple priority initiatives

* Exceptional analytical and problem-solving skills, successfully applying this skill set to the business context

* Extensive financial modeling experience, including scenario planning, ROI analysis, and cost-benefit analysis

* Experience with financial systems and data visualization tools (e.g., Tableau, Hyperion, or similar)

* Compelling storyteller with the ability to synthesize complex financial and strategic data into clear, compelling narratives for senior leadership

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,…