Product Strategy Lead

Salesforce; San Francisco (CA); On-site; USD 180,000 - 280,000; Full time

Job summary

Salesforce is seeking a strategic leader to join the CCO Product Strategy team, shaping forecasting, pricing, and go-to-market guidance. You will translate data and insights into board-ready views and drive cross-functional execution across Product, Field, and Finance.

The role blends rigorous financial modeling with executive narrative to inform strategic decisions in a fast-paced, growth-oriented environment.

Qualifications

• 5+ years in management consulting, FP&A, strategy
• Strong quantitative modeling background
• Ability to break down complex problems into structured analyses
• Executive communication skills including memos and presentations
• B2B SaaS go-to-market knowledge

Responsibilities

• Own revenue forecast modeling and commit views for leadership
• Lead end-to-end strategy workstreams and develop issue trees
• Partner with senior leaders across Product, Field, Pricing, Marketing, Finance, Customer Success
• Synthesize inputs into sharp points of view from interviews, market research, and data
• Develop executive-ready deliverables: memos, decks, and forecast reports
• Facilitate cross-functional alignment and decision-making

Skills

Forecast modeling

Executive communication

Structured analyses

B2B SaaS domain

Ambiguity tolerance

Tools

Excel

SQL

Power BI

Job description

Job Category

Product

Job Details

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.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You're in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

The Experience:

We are the CCO Product Strategy team - a newly formed and fast-growing group within Salesforce's Chief Customer Officer (CCO) organization. We sit at the intersection of product strategy, customer insight, pricing and packaging, field readiness, executive narrative, and go-to-market execution. We work directly with senior leaders across Product, Field, Pricing, Marketing, Finance, and Customer Success to frame the company's most important strategic questions and drive them to decision. This role will focus on building the forecasting and analytical backbone that turns raw usage and pipeline data into a defensible, board-ready view of the business.

The Opportunity:

You will lead end-to-end strategy workstreams including business case, revenue forecast modeling, agentic product strategy, go-to-market strategy, customer validation, consumption pricing, and competitive positioning. The role requires someone who can move fluidly from rigorous financial/analytical modeling to executive-level narrative, and from hypothesis-driven analysis to practical cross-functional execution.

Responsibilities:

• Own business use case revenue forecast modeling - build and maintain the analytical models that translate initiative drivers, pipeline, and consumption data into revenue forecasts and commit views for senior leadership to inform investment decisions.
• Lead high-impact strategy workstreams end-to-end - frame ambiguous business problems, develop issue trees and workplans, identify the right analyses, and drive toward clear decision options and executive recommendations.
• Act as a strategic thought partner to senior leaders across Product, Field, Pricing, Marketing, Finance, and Customer Success, helping translate broad priorities into actionable choices, tradeoffs, and operating plans.
• Synthesize complex inputs into sharp points of view, including customer interviews, field feedback, competitive research, market scans, product roadmap inputs, usage data, pricing signals, and internal business performance.
• Drive customer-backed strategy development by designing structured interview guides, stakeholder maps, focus groups, and validation plans that test product, pricing, packaging, and GTM hypotheses.
• Build executive-ready deliverables including decision memos, leadership briefings, board-level decks, strategy narratives, business cases, and forecast/commit reporting that simplify complexity without losing rigor.
• Facilitate cross-functional alignment by identifying where stakeholders diverge, surfacing tradeoffs early, building shared fact bases, and creating the forums needed to move teams from debate to decision.

You're Our Person If:

• 5+ years of experience in management consulting, FP&A, corporate strategy, or product strategy, with demonstrated ownership of complex cross-functional initiatives.
• Strong quantitative and financial modeling background - comfortable building and maintaining forecast, commit, or revenue models from first principles.
• Demonstrated ability to break down complex business questions into structured analyses, hypotheses, decision trees, and recommendation paths.
• Excellent executive communication skills, both written and verbal, including experience creating decision memos, strategy narratives, briefing documents, and senior leadership presentations.
• Domain depth in B2B SaaS go-to-market strategy, with working knowledge of AI, agents, platform products, consumption models, and enterprise software buying motions.
• Comfort working in highly ambiguous, fast-moving environments where the problem is not fully defined, the data is incomplete, and the right answer requires both structured thinking and practical judgment.

Even Better If:

• Prior experience at a top-tier strategy consulting firm (MBB or equivalent) at the Consultant level or above, or an FP&A background at a high-growth SaaS company.
• Experience owning or contributing to revenue/commit forecasting models, pipeline analytics, or financial planning cycles.
• Experience working on monetization, pricing, packaging, consumption models, or GTM strategy for AI, platform, or usage-based products.
• Experience using advanced AI tools, copilot