Planning and Operations Manager

About the role

The Customer Success Planning and Operations team is responsible for creating Customer Success business priorities, long-range and in-year plans, performance management, key corporate initiatives, and producing insights to enable customer value and achieve business goals. This role serves as the critical nexus for our planning function, working cross-functionally to help drive decisions around our go-to-market strategy and build plans aligned with strategy and KPI teams.

Responsibilities

• Build demand and capacity models aligned to our annual obligations and investment areas
• Ingest current and future business efficiency and inform next year planning strategy via what-if scenario builds
• Create narratives, readouts, and insights on demand and capacity trends and plans
• Rewrite the logic for demand forecasts ensuring interconnected drivers and continued alignment with changing priorities
• Be the primary business partner for senior leadership in delivery, operations, and Finance
• Collaborate with the broader team to run planning cycles including annual plan, outlook updates, and long range planning
• Manage difficult conversations on capacity and budget tradeoffs/negotiations across senior leadership

Requirements

Success in the position requires a combination of strategic thinking, creative problem-solving abilities, effective communication and consulting skills, strong business acumen, and technical analysis skills. The ability to effectively manage multiple projects and priorities moving at the same time will be critical in this role.

Qualifications

• 5-7 years of experience in business planning and operations functions (financial or resource planning, management consulting, strategy/operations or equivalent corporate function)
• An analytical thinker and comfortable with building financial models
• Demonstrable strategic thinking and problem solving ability along with experience in business partnering, communication, and influencing
• Exhibit data analysis and insight generation skills to measure impact on initiatives and trends
• Comfortable dealing with ambiguity and able to adapt to changes
• Excellent written and verbal communication skills and strong executive presence
• Experience partnering across cross-functional and matrix organizations
• A highly motivated individual with some urgency and ability to deliver multiple tasks under pressure
• A team player who leads by example, focused on elevating everyone around them
• Familiarity with modern business planning tools to drive efficiency and effectiveness in planning processes is an add-on

Skills

• Strategic thinker with a beginner’s mind who can define new measures and models for digital labor
• Connector and team player who will partner effectively with Customer Success executives, Finance, employee success, offer management, M&A, and strategy

Benefits

At Salesforce, we offer 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), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.