Senior Analyst/ Manager, Marketing Planning and Strategy

100 Salesforce, Inc.; San Francisco (CA); Hybrid; USD 94,000 - 178,000; Full time

Benefits offered by this job

Time off

Medical

Dental

Vision

Mental health support

Paid parental leave

401(k)

Employee stock purchase plan

Job summary

Salesforce is seeking a finance, analytics, or operations professional to join the Central Marketing Planning and Strategy team. You will define planning frameworks, own end‑to‑end outlooks, and drive annual planning with a strong emphasis on data integrity and governance across global marketing systems.

You will build spend reports and executive decks using Salesforce tools, partnering with Strategy and Finance to track quarterly spend trends and enable informed decisions.

Qualifications

• 5–7 years of experience in Finance, Analytics, and/or Business Operations.
• Owns a project end‑to‑end, from ambiguity to execution.
• Translates ambiguous needs into structured deliverables.
• Advanced proficiency in Excel, PowerPoint and Google Suite.
• Strong analytical and financial modeling skills.
• Influences cross‑functional stakeholders and communicates with senior leaders.

Responsibilities

• Define and build new planning frameworks and processes where none exist.
• Own end‑to‑end outlook and actuals reporting with Finance & Strategy.
• Drive annual planning, quarterly close and strategic initiatives.
• Design data integrity and governance across global marketing systems.
• Build spend reports and executive decks using Salesforce tools.
• Partner with Strategy & Planning and Finance teams to track spend.

Skills

Excel

PowerPoint

Google Suite

Financial modeling

Data analysis

Stakeholder management

Tools

Tableau

Salesforce Analytics

Job description

Job Category & Details

Marketing & Communications

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

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. This is a hybrid role with three days in office each week.

What You’ll Actually Be Doing

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.

You're Our Person If…

• You have 5-7 years of experience in Finance, Analytics, and/or Business Operations.
• You've owned a project or initiative end‑to‑end, from ambiguity to execution, rather than supporting someone else's plan.
• You operate with minimal oversight, translating ambiguous business needs into structured deliverables.
• You're a proactive self-starter who can own initiatives end‑to‑end with minimal oversight.
• You have advanced proficiency in Excel, PowerPoint, and Google Suite, and pick up new systems quickly.
• You have strong analytical and financial modeling skills and can translate data into actionable insights.
• You've influenced cross‑functional stakeholders and communicated effectively with senior leaders.
• You have excellent organizational, time management, and prioritization skills in a fast‑paced environment.
• You bring a structured, proactive approach to problem‑solving and spotting opportunities.
• You have high attention to detail and a commitment to quality execution.
• You're able to work PST hours.

Even Better If…

• You have experience with data visualization and analytics tools like Tableau or Salesforce Analytics.
• You hold a Salesforce or Tableau certification.
• You have knowledge of GAAP‑based accounting recognition policies.

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 $94,000 - $177,600 annually.

In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $112,900 - $193,700 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.