Senior Manager, Success Plans Portfolio Strategy

About the role

We are seeking a sharp, intellectually curious Senior Manager to join our Success Plans Portfolio Strategy team. In this role, you will drive the strategic engines that power our portfolio decisions that inform how we evolve our Success Plans in a rapidly changing technology landscape. You will be a key thought partner to the broader Success Plan and Adoption leadership team, translating ambiguous problem statements into crisp, well-reasoned strategic recommendations.

Responsibilities

• Strategic Framework Development: Build and refine frameworks, models, and methodologies used to evaluate portfolio evolution opportunities and offer differentiation.
• Governance Model Design: Establish and lead a robust portfolio governance model to oversee the lifecycle of Success Plan offers and the broader product adoption team. This includes defining decision-making frameworks, clear roles and responsibilities (RACI), drive governance forums and approval workflows for offer enhancements or new launches.
• Strategic Analysis & Recommendations: Conduct deep-dive analyses on key strategic questions facing the Success Plans portfolio. Synthesize findings into clear, executive-ready recommendations with well-supported points of view.
• GTM Strategy Support: Contribute to the development of go-to-market strategy for Success Plans, with a particular focus on positioning in an AI- and agent-driven future.
• Thought Leadership: Proactively identify emerging trends, risks, and white space opportunities at the intersection of AI, automation, and Customer Success.
• Competitive Analysis & Market Research: Support comprehensive competitive analysis and market research efforts focused on the use of agents and related technologies in delivering Customer Success across the industry. Identify key trends, opportunities, and potential threats.
• Executive Communication: Develop compelling presentations and strategic narratives for senior leadership and cross-functional stakeholders. Turn complex analysis into clear, persuasive storytelling.
• Cross-Functional Partnership: Collaborate with Product, Go-to-Market, and Adoption Teams and Analytics teams to ensure strategic workstreams are aligned and integrated into portfolio decisions.

Requirements

• 6+ years in strategy consulting, with deep understanding of Professional Services or Customer Success organizations.
• Proven experience designing or managing business governance models, including the ability to build consensus among diverse stakeholder groups and implement structured decision-making processes.
• Experience in strategic framework development, with a proven track record of building and refining methodologies.
• Strong analytical and structured problem-solving skills — able to break down ambiguous problems and build rigorous, insight-driven recommendations.
• Excellent communication and presentation skills, with the ability to influence stakeholders at all levels.
• Demonstrated ability to manage multiple workstreams.
• Strong collaboration and interpersonal skills, with experience working in cross-functional teams.

Preferred Requirements

• Familiarity with AI, automation, and agent technologies and their application in customer service or success.
• Experience in the SaaS or enterprise software industry.
• Advanced degree (e.g., MBA).

Benefits

At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $143,400 - $216,900 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $172,200 - $236,700 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.