Manager, Marketing Planning and Strategy

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action, tech meets trust, and innovation is a way of life. The Central Marketing Planning and Strategy team is looking for a detail-oriented, data-savvy professional to operationalize and drive end-to-end processes around marketing planning, strategy, operations, and critical initiatives.

About the role

This individual will support the dynamic growth of the marketing organization by building streamlined processes and frameworks to support all financial and operational processes. The successful candidate will be an excellent collaborator and communicator, handling large datasets with precision. This is not a remote position; the candidate must be able to work PST hours.

Responsibilities

• Manage the end-to-end process for outlook and actuals reporting, ensuring alignment between internal marketing systems and corporate Finance & Strategy (F&S) data.
• Support the team during annual planning, quarterly close processes, and other strategic initiatives critical to the success of the marketing organization.
• Drive data integrity and governance standards across global marketing; partner with systems owners to simplify and clean data across multiple systems of record, reducing manual work and ensuring scalability through organizational change.
• Lead financial reporting adjustments and historical data restatements following organizational changes to maintain data continuity and accuracy.
• Track and update spend reports and executive decks to support business needs and ad hoc requests; leverage Salesforce tools to surface trending and analysis for upper management.
• Partner with the Functional Strategy & Planning and Finance & Strategy teams to manage budget execution and track quarterly spend trends.
• Serve as a key insights resource for business partners within marketing and across the organization; develop and deliver enablement materials to scale knowledge and support informed decision-making.

Requirements

• Bachelor's degree in Marketing Strategy, Operations, Business Analytics, Finance, or a related field.
• 6+ years of experience in Finance, Analytics, and/or Business Operations.
• Motivated, proactive self-starter able to work independently.
• Advanced proficiency in Excel, PowerPoint, and Google Suite; quick to learn and adapt to new systems.
• Strong analytical and financial modeling skills, with the ability to translate data into actionable insights.
• Experience with data visualization and analytics tools (e.g., Tableau, Salesforce Analytics); Salesforce or Tableau certification a plus.
• Proven ability to influence cross-functional stakeholders and communicate effectively with senior leaders.
• Excellent organizational, time management, and prioritization skills in a fast-paced environment.
• Strong problem-solving skills, with a proactive and structured approach to identifying opportunities.
• High attention to detail and a commitment to quality execution.
• Knowledge of GAAP-based accounting recognition policies preferred.

Benefits

• Time off programs, including paid parental leave.
• Comprehensive medical, dental, vision, and mental health support.
• Life and disability insurance.
• 401(k) retirement plan with company match.
• Employee stock purchasing program.

Pay

The typical base salary range for this position is $117,400 - $177,600 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range is $140,900 - $193,700 annually. The range represents base salary only and does not include company bonus, incentive for sales roles, equity, or benefits, as applicable.