Strategic Business Planning & Operations Lead

Salesforce; Chicago (IL); On-site; USD 123,000 - 186,000; Full time

Job summary

Salesforce is seeking a seasoned business operator to lead the operating rhythm and capacity planning within Agentforce Operations. The role focuses on translating strategy into actionable plans, ensuring tight alignment across Finance, Recruiting, TPM, Data Management, and CSG.

You will own planning cycles and drive cross‑functional execution. The ideal candidate possesses strong analytical rigor, experience in SaaS or high‑growth tech, and a proven ability to turn ambiguity into structured,

Qualifications

• 5+ years of experience in business operations, strategy & operations, FP&A, consulting, or a comparable analytical field.
• Background in investment banking, management consulting, or a startup environment strongly preferred — the kind of experience that builds sharp analytical instincts and comfort with ambiguity under pressure
• Advanced analytical and data modeling skills — comfortable working with ambiguous or incomplete data and driving to a defensible answer
• Highly detail‑oriented and process‑driven, able to manage multiple competing priorities in a fast‑paced environment without dropping precision
• Demonstrated intellectual curiosity and the judgment to know which questions matter most
• Excellent written and verbal communication, with the ability to present confidently to senior executives and build alignment among stakeholders
• Proven ability to partner cross‑functionally and drive consensus without direct authority
• Comfortable owning ambiguous, cross‑cutting mechanics rather than a narrowly‑scoped function
• Proven experience building and scaling operational processes, reporting infrastructure, or planning motions from scratch (0‑to‑1 experience).

Responsibilities

• Drive comprehensive business planning cycles (quarterly/annual), seamlessly translating high‑level strategy into actionable operational plans, budgets, and forecasts.
• Program manages complex operational initiatives, acting as the connective tissue across cross‑functional teams to track milestones and ensure flawless end‑to‑end execution.
• Lead forward‑planning and scenario modeling, anticipating future capacity, resourcing, and budget needs before they become urgent realities.
• Build scalable reporting infrastructure and models that translate raw operational data into clear, defensible narratives, executive dashboards, and business reviews
• Own the financial and operational mechanics, executing headcount plans, maintaining variance tracking, and creating the connective tissue between planning cycles.
• Partner cross‑functionally with Finance, Recruiting, TPM, Data Management, and CSG to align planning inputs and resolve competing priorities.
• Identify gaps and friction in current planning processes and drive resolution end‑end.

Skills

Business operations

Analytical thinking

Cross-functional collaboration

Data modeling

Communication

Tools

Tableau

SQL

Job description

Salesforce is seeking a seasoned business operator to lead the operating rhythm and capacity planning within Agentforce Operations. The role focuses on translating strategy into actionable plans, ensuring tight alignment across Finance, Recruiting, TPM, Data Management, and CSG.

You will own planning cycles and drive cross‑functional execution. The ideal candidate possesses strong analytical rigor, experience in SaaS or high‑growth tech, and a proven ability to turn ambiguity into structured,