Marketing Planning and Strategy Senior Analyst/Manager

Salesforce, Inc.; San Francisco (CA); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Medical Care

Life Insurance

Retirement Savings

Employee Assistance Programs

13 paid days off

Job summary

Salesforce, Inc. is seeking a finance and strategy professional to shape budgeting and planning for the Central Marketing organization. The role focuses on building end-to-end processes, aligning marketing data with corporate Finance & Strategy, and driving annual planning and quarterly closes.

You will design governance standards, own reporting, and surface insights to senior leadership, partnering across teams to ensure accurate spend and impactful decision-making.

Qualifications

• 5–7 years of experience in Finance, Analytics or Business Operations.
• Strong Excel, PowerPoint and Google Suite skills with data proficiency.
• Ability to translate ambiguous business needs into structured deliverables.
• Experience with data visualization tools like Tableau or Salesforce Analytics.
• Salesforce or Tableau certification is a plus.
• Knowledge of GAAP accounting recognition policies.

Responsibilities

• Define and build planning frameworks and processes where none exist.
• Own end-to-end outlook and actuals reporting across marketing systems and F&S data.
• Lead annual planning, quarterly close and strategic initiatives.
• Design data governance standards across global marketing to reduce manual work.
• Lead reporting adjustments and historical data restatements for continuity.
• Build spend reports and executive decks using Salesforce tools.
• Partner with Finance & Strategy to manage budget execution and track spend trends.
• Develop enablement materials to scale knowledge for business partners.

Skills

Advanced Excel

PowerPoint

Google Suite

Financial modeling

Data analysis

Stakeholder management

GAAP knowledge

Cross-functional collaboration

Tools

Tableau

Salesforce Analytics

Job description

• You\'ll join the Central Marketing Planning and Strategy team, the group that operationalizes and drives end-to-end marketing planning, strategy, operations, and critical initiatives for the broader marketing org. This is a role for someone who can take an ambiguous problem and build the process or framework from scratch, working closely with Finance & Strategy and senior marketing leadership to shape how the business runs
• Independently define and build new planning frameworks and processes where none currently exist, rather than executing against an established plan
• Own and evolve the end-to-end outlook and actuals reporting process, ensuring alignment between internal marketing systems and corporate Finance & Strategy (F&S) data
• Drive annual planning, quarterly close, and other strategic initiatives critical to the marketing organization’s success, from framing the approach through execution
• Design and lead data integrity and governance standards across global marketing, partnering with systems owners to clean and simplify data across multiple systems of record and reduce manual work as the org scales
• Lead financial reporting adjustments and historical data restatements following organizational changes to maintain continuity and accuracy
• Build and own spend reports and executive decks, using Salesforce tools to surface trends and analysis for senior leadership
• Partner with Functional Strategy & Planning and Finance & Strategy teams to manage budget execution and track quarterly spend trends
• Act as a key insights resource for business partners across marketing, developing enablement materials that scale knowledge and support informed decision-making

Benefits

• Medical Care
• Life Insurance
• Retirement Savings
• Employee Assistance Programs
• With 9 standard holidays and four floating holidays, you get a total 13 paid days off each year

You have high attention to detail and a commitment to quality executionYou're able to work PST hoursYou operate with minimal oversight, translating ambiguous business needs into structured deliverablesYou've owned a project or initiative end-to-end, from ambiguity to execution, rather than supporting someone else\'s planYou Bring a structured, proactive approach to problem-solving and spotting opportunitiesYou have advanced proficiency in Excel, PowerPoint, and Google Suite, and pick up new systems quicklyYou have 5-7 years of experience in Finance, Analytics, and/or Business OperationsYou've influenced cross-functional stakeholders and communicated effectively with senior leadersYou're a proactive self-starter who can own initiatives end-to-end with minimal oversightYou have strong analytical and financial modeling skills and can translate data into actionable insightsYou have excellent organizational, time management, and prioritization skills in a fast-paced environmentYou have experience with data visualization and analytics tools like Tableau or Salesforce AnalyticsYou hold a Salesforce or Tableau certificationYou have knowledge of GAAP-based accounting recognition policies