Sr. Director M&A Deal Modeler

Salesforce, Inc.; San Francisco (CA); On-site; USD 191,000 - 321,000; Full time

Benefits offered by this job

Time off programs

Medical

Dental

Vision

Mental health support

Paid parental leave

Life and disability insurance

401(k)

Employee stock purchasing program

Job summary

Salesforce, Inc. is seeking a senior strategic finance leader to build and own the financial and operating models behind AI Labs acquisitions and investments.

This role ensures acquisition models reflect how AI-native companies operate and translate commitments into executable post-close plans. You will partner with portfolio CEOs/founders and AI Labs leadership to validate assumptions, drive growth, and manage budgets within Finance while coordinating with M&A teams.

Qualifications

• Experience as a CFO, strategic finance leader, or senior finance executive in a Series B–D or similarly high-growth technology company.
• Deep understanding of startup economics, SaaS/AI business models, and growth-stage operating decisions.
• Exceptional financial modeling and analytical judgment.

Responsibilities

• Own the end-to-end operating and financial model for AI Labs acquisition opportunities.
• Build and challenge assumptions across revenue, growth, headcount, compensation, investment, margin, and cash requirements.
• Partner directly with portfolio CEOs/founders and AI Labs leadership to validate assumptions before investment decisions are made.
• Work closely with M&A while maintaining independent ownership of the operating model within Finance.
• Translate approved deal models into executable post-close budgets and operating plans.
• Track actual performance against acquisition assumptions and identify material variances early.
• Establish a consistent modeling framework across AI Labs acquisitions while allowing for differences in company stage and business model.
• Incorporate critical talent, founder retention, and other material people investments into acquisition economics.

Skills

CFO experience

Financial modeling

SaaS/AI business models

Startup operating experience

Job description

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category Development & Strategy

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 looking for a senior strategic finance leader to build and own the financial and operating models behind AI Labs acquisitions and investments. This role will ensure that acquisition models reflect how AI-native companies actually operate—not simply transaction assumptions—and that the commitments made before close translate into executable post-close plans.

What You'll Actually Be Doing

• Own the end-to-end operating and financial model for AI Labs acquisition opportunities.
• Build and challenge assumptions across revenue, growth, headcount, compensation, investment, margin, and cash requirements.
• Partner directly with portfolio CEOs/founders and AI Labs leadership to validate assumptions before investment decisions are made.
• Work closely with M&A while maintaining independent ownership of the operating model within Finance.
• Translate approved deal models into executable post-close budgets and operating plans.
• Track actual performance against acquisition assumptions and identify material variances early.
• Establish a consistent modeling framework across AI Labs acquisitions while allowing for differences in company stage and business model.
• Incorporate critical talent, founder retention, and other material people investments into acquisition economics.

You're Our Person If...

Experience as a CFO, strategic finance leader, or senior finance executive in a Series B–D or similarly high-growth technology company. Deep understanding of startup economics, SaaS/AI business models, and growth-stage operating decisions. Exceptional financial modeling and analytical judgment. Experience partnering directly with founders and executive teams. Ideally, experience spanning both venture-backed companies and scaled/public-company environments. Comfortable challenging assumptions and bringing an operator's perspective to investment decisions. Hiring preference: External candidates with meaningful startup operating experience.

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)
• 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 $191,100 - $320,660 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $228,600 - $348,600 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.