Salesforce · 1 month ago
Marketing Planning & Strategy Manager
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. The Marketing Planning & Strategy Manager will lead budget and workforce management for a global Marketing function, ensuring marketers have the tools and guidance needed for effective budget management.
Agentic AIArtificial Intelligence (AI)Cloud ComputingCRMSaaSSales EnablementSoftware
Responsibilities
Lead annual, quarterly, and ad hoc marketing planning processes with agility and accuracy for the supported function
Identify areas to streamline, standardize, and optimize planning processes, templates, and tools that can be scaled across Marketing functions, including leading special projects, maintaining documentation, and supporting communication plans as needed
Ensure budget, accounting, and spend governance compliance across supported teams
Provide ongoing budget management, forecasting, and reporting for marketers to fully execute on planned spend
Drive end-of-quarter budget close processes, identifying opportunities for efficiencies and partner with stakeholders to solve for variances proactively
Partner with Finance, Analytics, and cross-functional teams to ensure systems and workflows support effective spend execution
Contribute to the efficient resourcing of the supported organization by providing headcount process management, guidance, and reporting
Facilitate clear, consistent communication across teams to ensure alignment on processes, timelines, and priorities
Build strong relationships with marketing leaders, serving as a trusted advisor and primary planning partner
Support the preparation for key business updates including Quarterly Business Reviews (QBRs)
Conduct regular budget and workforce reviews with the functional Lead and their direct reports, utilizing dashboards and generating reporting to provide inputs on spend efficiency, budget, and headcount reports to support Quarterly Business Reviews (QBRs) and other executive forums
Create key business & marketing performance reports, within the context of the marketing org’s budget and headcount, to drive conversations/decision-making (monthly marketing reviews and other forums)
Collaborate closely with our extraordinary Marketing Data Science and Analytics team to deliver spend efficiency and business impact insights
Qualification
Required
Bachelor's degree in Marketing, Business Analytics, Finance, or a related field
5-7 years of relevant professional experience with an emphasis on marketing strategy and operations
Expert in Microsoft Office and Advanced Excel/PowerPoint and Google Suite technologies
Salesforce Analytics required, certification a plus
Tableau (Desktop, Server, Cloud, Data Stage, CRMa) experience, Certified Tableau Data Analyst a plus
Strong analytical and financial skills
Ability to think creatively, identify and tackle problems through data analysis
Excellent communication and presentation skills - a track record of delivering business analytics to senior executives
Ability to work with cross-functional teams
Excellent time management and prioritization skills
Highly motivated, meticulous, and a self starter
Benefits
Time off programs
Medical
Dental
Vision
Mental health support
Paid parental leave
Life and disability insurance
401(k)
Employee stock purchasing program
Company
Salesforce
Salesforce is a cloud-based software company that provides customer relationship management software and applications.
H1B Sponsorship
Salesforce has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1883)
2024 (2296)
2023 (1850)
2022 (2849)
2021 (2124)
2020 (1960)
Funding
Current Stage
Public CompanyTotal Funding
$65.38MKey Investors
Starboard ValueEmergence CapitalHalsey Minor
2022-10-18Post Ipo Equity
2004-06-23IPO
2003-01-01Series Unknown· $1M
Leadership Team
Recent News
2026-01-25
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