Strategic Planning & Operations Lead

salesforce.com, inc.; San Francisco (CA); On-site; USD 123,000 - 186,000; Full time

Job summary

Salesforce's Agentforce Operations within AI Labs seeks a strong business operator to run the operating rhythm, translate strategy into actionable plans, and keep numbers honest. You will drive comprehensive planning cycles and build scalable reporting to inform senior leadership.

The role partners across Finance, Recruiting, TPM, Data Management and CSG, shaping forecasting and capacity planning in a fast-paced, high-growth environment.

Qualifications

• 5+ years in business operations, strategy & operations, FP&A, consulting, or similar analytics.
• Experience in investment banking, management consulting, or startups preferred.
• Advanced analytical and data modeling skills; comfortable with ambiguous data.
• Detail-oriented, process-driven, able to manage multiple priorities in a fast-paced environment.
• Excellent written and verbal communication; able to present to senior executives.
• Proven ability to partner cross-functionally and drive consensus without direct authority.
• Experience building or scaling operational processes and reporting from scratch (0-to-1).

Responsibilities

• Drive quarterly and annual business planning cycles with budgets and forecasts.
• Program manage cross-functional operational initiatives and track milestones.
• Lead forward-planning and scenario modeling for capacity and budget.
• Build scalable reporting infrastructure and executive dashboards.
• Own headcount plans, variance tracking, and planning-cycle connectivity.
• Partner with Finance, Recruiting, TPM, Data Management, and CSG.
• Identify gaps in planning processes and drive end-to-end resolution.

Skills

Business operations

Strategy & operations

Analytical thinking

Cross-functional collaboration

Communication

Tools

Tableau

SQL

Automation tools

Job description

Salesforce's Agentforce Operations within AI Labs seeks a strong business operator to run the operating rhythm, translate strategy into actionable plans, and keep numbers honest. You will drive comprehensive planning cycles and build scalable reporting to inform senior leadership.

The role partners across Finance, Recruiting, TPM, Data Management and CSG, shaping forecasting and capacity planning in a fast-paced, high-growth environment.