Real Estate Strategy and Planning Senior Manager

100 Salesforce, Inc.; San Francisco (CA); On-site; USD 143,000 - 217,000; Full time

Job summary

Salesforce, Inc. seeks a Real Estate Strategy Senior Manager to lead financial modeling and long-range planning for a global office portfolio. You will partner with Reality, Finance and Transactions to translate real estate options into solid financial decisions.

The role emphasizes scenario analysis, ROI/NPV/IRR, and leverage of AI tools to speed modeling and reporting. You will build dashboards, influence cross-functional teams, and present strategic recommendations to senior leadership across

Qualifications

• 5+ years of experience in corporate finance, FP&A, real estate finance, investment banking or consulting.
• Expert financial modeling skills, including scenario and sensitivity analysis, DCF, ROI, NPV and IRR
• Experience building and maintaining long-range plans or multi-year forecasts
• Strong working knowledge of lease economics and lease accounting, and how real estate decisions flow through the P&L and balance sheet
• Proven track record of partnering closely with Finance teams and deal or transaction teams to deliver results
• Hands-on use of AI tools to speed up modeling, analysis and reporting, and to reduce manual work
• Experience building business cases and recommendations for senior executives
• Ability to lead cross-functional work and influence stakeholders across Finance, Accounting, Transactions and operating teams
• Ability to think strategically while staying hands-on and detailed in a fast-paced, ambiguous environment

Responsibilities

• Finance partner to FP&A, Controllership and Accounting; align on assumptions and quarterly outlook
• Model deal terms and test proposals against business case; support negotiations
• Build and maintain a comprehensive long-range plan for the global portfolio
• Develop financial models for portfolio scenarios including consolidations and expansions
• Quantify P&L, cash flow, capex/opex and balance sheet impact; compute ROI/NPV/IRR
• Apply lease accounting knowledge to reflect decision impacts in financials
• Develop portfolio scorecards and metrics with Finance
• Lead strategic initiatives end-to-end with accountability for outcomes
• Use AI to speed up modeling, automate reporting and provide executive summaries
• Build dashboards/tools for leaders to explore financial tradeoffs

Skills

Financial modeling

Long-range planning

Lease accounting

Strategic thinking

Cross-functional work

AI tools usage

Negotiation support

Scenario analysis

Finance partner

Education

Bachelor’s degree in Finance, Accounting, Economics or related field

Tools

Tableau

AI platforms

Job description

Job Category Real Estate & Facility Management

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.

What You’ll Be Doing & Why It Matters

The Real Estate Strategy and Planning team shapes how Salesforce’s global office portfolio evolves. As Real Estate Strategy Senior Manager, you will be the finance lead behind our portfolio strategy and the key link between Real Estate, Finance and Transactions. You’ll turn real estate options into clear financial decisions by building scenario models, evaluating P&L impact and calculating return on investment. You’ll partner closely with Finance on long-range planning, budget, outlook and accounting impact, and with the Transactions team to turn the best scenarios into executed deals. Working with the VP of Real Estate Strategy and Planning and Finance, you’ll maintain a comprehensive long-range plan for the portfolio. Using AI tools and platforms, you’ll speed up modeling, analysis and reporting so leaders get answers faster.

Core Responsibilities & Scope

• Finance partnership: Serve as the main Real Estate partner to FP&A, Controllership and Accounting. Align on assumptions, budget and quarterly outlook, and make sure real estate impacts flow accurately into company plans and forecasts.
• Transactions partnership: Work side by side with the Transactions team from scenario to signed deal. Model deal terms (rent, tenant improvement allowances, free rent, term, options), test proposals against the business case, and support negotiations with clear financial guidance.
• Long-range planning: Partner with the VP of Real Estate Strategy and Planning and Finance to build and maintain a comprehensive long-range plan for the global portfolio, covering footprint, cost, capital and lease events. Keep it current as business plans change.
• Scenario modeling: Build and own financial models for portfolio scenarios, including consolidations, expansions, exits, relocations, renewals vs. new deals, and footprint optimization.
• Financial impact analysis: Quantify P&L, cash flow, capex/opex and balance sheet impact. Calculate ROI, NPV, IRR and payback to compare options and recommend a path.
• Lease economics and accounting: Apply lease accounting knowledge, working with Accounting, so scenario outputs reflect the reported impact of decisions such as exits, renewals and early terminations.
• Scorecard and metrics: Develop the REWS portfolio scorecard and metrics with Finance (cost per seat, cost per sq ft, utilization, occupancy, spend vs. plan). Monitor results and lead root cause analysis when metrics move.
• Strategic initiatives: Lead the prioritization and delivery of high-visibility initiatives end to end, with full accountability for outcomes.
• AI-enabled finance: Use AI tools and platforms to build and stress-test scenario models faster, automate recurring reporting and lease data analysis, and draft executive summaries and presentation materials. Find workflows that can be streamlined with AI or automation, and help the team adopt them.
• Dashboards and interactive tools: Build dashboards and interactive scenario tools that let leaders explore financial tradeoffs and portfolio metrics on their own.
• Executive communication: Write and edit complex analyses, decks and recommendations for senior leadership, and represent REWS with internal and external stakeholders.

Minimum Requirements

• 5+ years of experience in corporate finance, FP&A, real estate finance, investment banking or consulting
• Expert financial modeling skills, including scenario and sensitivity analysis, DCF, ROI, NPV and IRR
• Experience building and maintaining long-range plans or multi-year forecasts
• Strong working knowledge of lease economics and lease accounting, and how real estate decisions flow through the P&L and balance sheet
• Proven track record of partnering closely with Finance teams and deal or transaction teams to deliver results
• Hands-on use of AI tools to speed up modeling, analysis and reporting, and to reduce manual work
• Experience building business cases and recommendations for senior executives
• Ability to lead cross-functional work and influence stakeholders across Finance, Accounting, Transactions and operating teams
• Ability to think strategically while staying hands-on and detailed in a fast-paced, ambiguous environment
• Bachelor’s degree in Finance, Accounting, Economics or related field

Preferred Qualifications

• Corporate real estate experience, ideally with a multi-country or global office portfolio
• Experience supporting real estate transactions, such as lease negotiations, renewals, exits or dispositions
• Experience building KPI frameworks, dashboards and interactive tools in BI and AI platforms such as Tableau
• Experience building AI-powered or automated finance workflows
• MBA, CPA or CFA

About Real Estate and Workplace Services

The Real Estate and Workplace Services (REWS) organization designs, operates, and evolves the environments and experiences that enable Salesforce employees and customers to do their best work. Spanning more than 30 countries, our Agentic Campus reflects our values and culture – bringing together humans, agents, and robots to create inclusive, purpose-driven spaces where people feel a true sense of belonging. As customer zero of Salesforce’s own technology, REWS is leading the way, creating innovative and dynamic spaces that provide seamless and inspiring workplace experiences. In this role, you’ll shape major portfolio decisions across a global footprint and work directly with senior Finance and REWS leaders.

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love.

Accommodations

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

Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be 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 current and prospective employees, no matter where they are in their Salesforce employment journey. It also 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 at Salesforce are fair and based on merit. The same goes for 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. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records. At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $143,400 - $216,900 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $172,200 - $236,700 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable. We’re Salesforce, the Customer Company, inspiring the future of business with AI + Data + CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you've come to the right place.