Marketing Planning & Strategy Lead

salesforce.com, inc.; San Francisco (CA); Hybrid; USD 94,000 - 178,000; Full time

Job summary

Salesforce is seeking a Finance/Operations professional to join the Central Marketing Planning and Strategy team. The role focuses on building new planning frameworks, owning end-to-end outlooks and actuals reporting, and guiding budget execution with Finance & Strategy partners.

Hybrid work with three days in office weekly. You will develop dashboards, drive annual planning, and ensure data integrity across marketing systems while delivering insights to senior leadership.

Qualifications

• 5-7 years of experience in Finance, Analytics, or Business Operations.

Responsibilities

• Independently define and build new planning frameworks and processes where none currently exist.
• Own and evolve the end-to-end outlook and actuals reporting process, ensuring alignment between internal marketing systems and corporate Finance & Strategy data.
• Drive annual planning, quarterly close, and other strategic initiatives for the marketing organization.
• Design and lead data integrity and governance standards across global marketing, partnering with systems owners to clean data across multiple systems of record.
• Lead financial reporting adjustments and historical data restatements after organizational changes.
• Build and own spend reports and executive decks, surfacing trends for senior leadership.
• Partner with Functional Strategy & Planning and Finance & Strategy to manage budget execution and track quarterly spend trends.
• Act as a key insights resource for business partners across marketing and develop enablement materials.

Skills

Excel

PowerPoint

Google Suite

Financial modeling

Data analysis

Tableau

Salesforce Analytics

Analytical thinking

Cross-functional collaboration

Storytelling with data

Tools

Tableau

Salesforce Analytics

Job description

Salesforce is seeking a Finance/Operations professional to join the Central Marketing Planning and Strategy team. The role focuses on building new planning frameworks, owning end-to-end outlooks and actuals reporting, and guiding budget execution with Finance & Strategy partners.

Hybrid work with three days in office weekly. You will develop dashboards, drive annual planning, and ensure data integrity across marketing systems while delivering insights to senior leadership.