Planning and Operations Manager

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.

The Customer Success Planning and Operations team is responsible for creating Customer Success business priorities, long‑range and in‑year plans, performance management, key corporate initiatives, and producing insights to enable customer value and achieve business goals. The planning function impacts thousands of Customer Success employees globally and gives you exposure to learn from and influence business leaders across Salesforce. You will gain experience on how an enterprise software company segments customers and plans for capacity, learn to create persuasive presentations to sell ideas to key decision‑makers, and become an expert on the Salesforce platform.

This position offers direct interaction with leadership and the opportunity to influence decisions and execute high‑impact projects that drive growth and scale.

• Build demand and capacity models aligned to our annual obligations and investment areas
• Ingest current and future business efficiency and inform next‑year planning strategy via what‑if scenario builds
• Create narratives, readouts, and insights on demand and capacity trends and plans
• Refine the logic for demand forecasts ensuring interconnected drivers and continued alignment with changing priorities
• Act as the primary business partner for senior leadership in delivery, operations, and Finance
• Collaborate with the broader team to run planning cycles including annual plan, outlook updates, and long‑range planning
• Manage difficult conversations on capacity and budget trade‑offs/negotiations across senior leadership

• 5‑7 years of experience in business planning and operations functions (financial or resource planning, management consulting, strategy/operations or equivalent corporate function)
• Analytical thinker and comfortable with building financial models
• Demonstrable strategic thinking and problem‑solving ability along with experience in business partnering, communication, and influencing
• Exhibit data analysis and insight generation skills to measure impact on initiatives and trends
• Comfortable dealing with ambiguity and able to adapt to changes
• Excellent written and verbal communication skills and strong executive presence
• Experience partnering across cross‑functional and matrix organizations
• Highly motivated, with some urgency and ability to deliver multiple tasks under pressure
• Team player who leads by example, focused on elevating everyone around them
• Familiarity with modern business planning tools to drive efficiency and effectiveness in planning processes is an add‑on

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via the Accommodations Request Form.

Salesforce is an equal opportunity employer and maintains a policy of non‑discrimination with all employees and applicants for employment. We believe in equality for all and lead the path to inclusion by creating a workplace that is free from discrimination. Employees or potential employees are assessed on the basis of merit, competence, and qualifications—without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law.

This policy applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions are fair and based on merit. The same applies to compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job‑related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well, including time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock‑purchasing program.

The typical base salary range for this position is $117,400 – $177,600 annually. The range represents base salary only and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.