Marketing Planning & Strategy Lead

Salesforce; Chicago (IL); Hybrid; USD 94,000 - 178,000; Full time

Benefits offered by this job

Time off programs

Medical insurance

Dental coverage

Vision care

Mental health support

Parental leave

Life insurance

Disability insurance

401(k)

Employee stock purchase program

Job summary

Salesforce is seeking a senior Finance/Analytics professional for the Central Marketing Planning and Strategy team. The role is hybrid with three in-office days weekly and requires shaping planning processes from scratch, aligning marketing with Finance & Strategy data, and delivering insights for senior leadership.

You will drive annual planning, close, governance, and reporting, partnering with Strategy, Finance, and global marketing teams to ensure data integrity and scalable analytics.

Qualifications

• 5-7 years of experience in Finance, Analytics, or Business Operations.
• Ability to define and build planning frameworks from scratch.
• Experience translating ambiguous needs into structured deliverables.
• Strong Excel, PowerPoint, and data visualization skills.

Responsibilities

• Define and build new planning frameworks and processes where none exist.
• Own and evolve the end-to-end outlook and actuals reporting process.
• Drive annual planning, quarterly close, and related initiatives.
• Design and lead data integrity and governance standards across global marketing.
• Lead financial reporting adjustments and restatements after org changes.
• Build and own spend reports and executive decks for senior leadership.

Skills

Excel

PowerPoint

Google Suite

Financial modeling

Data storytelling

Cross-functional collaboration

Senior leadership communication

Tools

Tableau

Salesforce Analytics

Job description

Salesforce is seeking a senior Finance/Analytics professional for the Central Marketing Planning and Strategy team. The role is hybrid with three in-office days weekly and requires shaping planning processes from scratch, aligning marketing with Finance & Strategy data, and delivering insights for senior leadership.

You will drive annual planning, close, governance, and reporting, partnering with Strategy, Finance, and global marketing teams to ensure data integrity and scalable analytics.