Strategic Planning & Operations Lead

Salesforce; Atlanta (GA); On-site; USD 123,000 - 186,000; Full time

Job summary

Salesforce's Agentforce Operations is seeking a Senior Business Operator to own the operating rhythm, translate strategy into plans, and partner with Finance, Recruiting, TPM, Data Management, and CSG. You will build scalable reporting, manage headcount plans, and drive cross‑functional alignment with senior AI Labs stakeholders.

You should bring 5+ years in business operations or FP&A, strong analytical and communication skills, and a proven ability to shape planning processes in a fast‑paced,

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 startup environment is preferred.
• Advanced analytical and data modeling skills with ambiguity under pressure.
• Highly detail‑oriented, process‑driven, and able to manage multiple priorities.
• Strong intellectual curiosity and judgment to focus on what matters most.
• Excellent written and verbal communication with senior executives.
• Proven ability to partner cross‑functionally and drive consensus without direct authority.
• Experience building and scaling operational processes, reporting infrastructure, or planning motions from scratch.

Responsibilities

• Drive comprehensive business planning cycles (quarterly/annual), translating strategy into plans, budgets, and forecasts.
• Program manages complex operational initiatives, coordinating across cross‑functional teams to track milestones and ensure end‑to‑end execution.
• Lead forward‑planning and scenario modeling for capacity, resourcing, and budgets.
• Build scalable reporting infrastructure and models that translate data into clear executive dashboards and reviews.
• Own headcount planning, variance tracking, and alignment between planning cycles.
• Partner with Finance, Recruiting, TPM, Data Management, and CSG to resolve competing priorities.
• Identify gaps in current planning processes and drive end‑to‑end resolution.

Skills

Analytical thinking

Cross-functional collaboration

Communication

Problem solving

Adaptability

Tools

Tableau

SQL

Automation tooling

Job description

Salesforce's Agentforce Operations is seeking a Senior Business Operator to own the operating rhythm, translate strategy into plans, and partner with Finance, Recruiting, TPM, Data Management, and CSG. You will build scalable reporting, manage headcount plans, and drive cross‑functional alignment with senior AI Labs stakeholders.

You should bring 5+ years in business operations or FP&A, strong analytical and communication skills, and a proven ability to shape planning processes in a fast‑paced,