Senior Manager, Success Plans Portfolio Strategy

About Salesforce

Salesforce is the world’s leading AI‑powered CRM platform, where humans and intelligent agents collaborate to drive customer success. We are building the future of workforce transformation in the agentic era, empowering customers to maximise the value of their Salesforce investments.

We are looking for a Senior Manager to join the Success Plans Portfolio Strategy team. The focus of the role is to develop strategic frameworks, governance models, and market insights that shape the evolution of Salesforce’s Customer Success Plans (Standard, Premier, and Signature). The Senior Manager will partner closely with Product, Go‑to‑Market, Adoption, and Analytics teams to translate ambiguous business questions into executive‑ready recommendations.

• Build and refine frameworks, models and methodologies used to evaluate portfolio evolution opportunities and offer differentiation.
• Design and lead a robust portfolio governance model, including decision‑making frameworks, RACI roles and approval workflows for offer enhancements or new launches.
• Conduct deep‑dive analyses on key strategic questions, synthesising findings into clear, executive‑ready recommendations.
• Support the development of go‑to‑market strategy for Success Plans, with a focus on positioning in an AI‑ and agent‑driven future.
• Identify emerging trends, risks and white‑space opportunities at the intersection of AI, automation and Customer Success.
• Lead competitive analysis and market research on the use of agents and related technologies for customer success across the industry.
• Create compelling presentations and strategic narratives for senior leadership and cross‑functional stakeholders, turning complex analysis into clear storytelling.
• Collaborate with Product, Go‑to‑Market, Adoption and Analytics teams to align strategic work streams and portfolio decisions.

• At least 6 years in strategy consulting or within Professional Services / Customer Success organizations.
• Proven experience designing or managing governance models with structured decision‑making and stakeholder consensus.
• Strong track record in strategic framework development and methodology refinement.
• Excellent analytical, structured problem‑solving and communication skills, capable of influencing stakeholders at all levels.
• Ability to manage multiple work streams and collaborate effectively in cross‑functional teams.

• Familiarity with AI, automation and agent technologies in customer service or success contexts.
• Experience in the SaaS or enterprise software industry.
• Advanced degree (e.g., MBA).

In the United States, the base salary range for this position is $143,400 – $216,900 annually; in select San Francisco and New York City metro areas the range is $172,200 – $236,700. The range represents base salary only and does not include bonus, equity or benefits. Salesforce offers a comprehensive benefits package including paid time off, medical, dental, vision, mental health support, parental leave, life and disability insurance, 401(k), and an employee stock purchase program.

More details are available at

Salesforce is an equal‑opportunity employer and maintains a policy of non‑discrimination with all employees and applicants for employment. All decisions, including hiring, promotion, compensation, benefits and training, are based on merit, competence and qualifications without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, disability, veteran or marital status or any other protected classification.