VP, Capital Markets & Investments

Description

The VP, Capital Markets & Investments is a senior Treasury leader responsible for two critical pillars of Salesforce’s financial strategy: capital structure and global investment management. This leader will be accountable for delivering a capital structure that provides the necessary liquidity and flexibility to support the Company’s growth objectives while returning excess capital to shareholders — and for exceeding benchmark returns on Salesforce’s global investment portfolio while maintaining the appropriate liquidity and risk profile.

• Own end-to-end capital structure strategy, including financial modeling, advisory, and execution — with the goal of providing necessary liquidity and flexibility to support Salesforce’s growth objectives
• Lead share repurchase programs and dividend execution in alignment with Board of Directors and Audit Committee priorities
• Structure and execute debt financing transactions, including public bond issuances, term loans, and revolving credit facilities
• Manage Salesforce’s banking syndicate relationships and serve as the primary point of contact for key financial institution partners
• Maintain and manage credit rating agency relationships (S&P, Moody’s, Fitch), including preparation of materials and coordination of rating agency meetings
• Partner with Legal, Finance, and Corporate Development on M&A-related financing and capital structure implications

• Develop and execute global portfolio strategy across Salesforce’s investment portfolio, optimizing for yield, liquidity, and risk — targeting returns that exceed benchmark while maintaining an appropriate risk profile
• Lead performance and risk management for the investment portfolio
• Drive liquidity planning to ensure Salesforce can meet its operational, strategic, and regulatory cash needs at all times
• Execute regional cash optimization strategies across AMER, EMEA, and APAC
• Partner with FP&A and the broader Treasury team to provide guidance on Operating Cash Flow (OCF) and Free Cash Flow (FCF) impacts
• Integrate AI and Agentforce capabilities into investment management processes to drive greater efficiency, scale, and data-driven decision-making — consistent with the Finance organization’s Customer Zero mandate.

• Build, lead, and develop a high-performing team across capital markets and investment management functions
• Partner across Finance (FP&A, Accounting, Tax, Risk), Legal, Corporate Development, and Investor Relations to ensure cohesive capital and investment strategy
• Present capital markets and investment strategies and results to senior leadership, the Board, and external stakeholders
• Champion Finance transformation initiatives, including adoption of AI-powered tools and Agentforce across Treasury operations
• Foster a team culture rooted in the One Finance values:
  Trust, Ownership, Operational Excellence, and Equality

• 12 years of progressive Treasury, capital markets, and investment management experience, preferably at a large-cap public company
• Demonstrated experience leading capital markets transactions (debt issuances, revolving credit facilities, term loans, share repurchases)
• Deep expertise in global investment portfolio management, including fixed income, money markets, and liquidity optimization
• Proven experience managing banking and credit rating agency relationships
• Strong financial modeling skills and ability to translate complex analyses into clear executive-level recommendations
• Track record of executing in a fast-paced, high-growth, and matrixed organization

For roles in San Francisco and Los Angeles:
Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.