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Job Category

Finance

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

The Finance & Strategy (F&S) team serves as a trusted adviser to the business to help guide decision-making through business partner support and innovative and informative analyses. We are looking for forward-thinking, results-oriented individuals that will succeed in a fast-paced environment and thrive in leading teams, and improve processes that will allow the company to scale with growth!

This role will be accountable for developing a deep understanding of key Service Cloud offerings (Field Service, ITSM, CCaaS) including analyzing historical performance, improving product-level forecasting, owning PxQ analysis, and supporting long range planning. Additionally, as Service Cloud continues to push top-line acceleration, you will be partnering closely with cross-functional stakeholders evaluating investment decisions, building ROI analysis, and ensuring alignment between product strategy, financial outcomes, and broader company priorities.

Responsibilities

• Create deep product expertise in the multiple Service Cloud add-on offerings (Field Service, ITSM, CcaaS) and build strong working partnerships with each of the product GMs.

• Own the end-to-end financial narrative for assigned L2s, including historical performance, forecasts, and strategic drivers of revenue.

• Own PxQ historical analysis and forward looking forecasts for areas of focus, translating product strategy, pricing actions, and volume dynamics into clear financial implications.

• Act as a trusted thought partner, providing an independent financial perspective to support sound product and investment decisions.

• Partner closely with Corporate Strategy pricing and packaging to define monetization strategies and provide data-driven insights to support decision making.

• Develop framework for effective management, ROI analysis and business recommendations of strategic investments and their impact on PxQ as well as driving contribution margin expansion.

• Partner in the progression from near-term revenue forecasting to the development of Service Cloud product long range plan (LRP) framework, evaluate performance against the plan and highlighting risks and opportunities.

• Ensure close alignment across finance functions ensuring closer product alignment with Sales operating units (OUs) as well as the connection of Salesforce’s Forward Deployed Engineer (FDE) investment into Product NNAOV growth.

Required Qualifications

• Bachelor’s degree in finance, economics or other relevant discipline. MBA preferred or equivalent relevant experience required. Experience will be evaluated based on the Core Competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.).

• A minimum of 8 years of relevant experience in finance, consulting or analytics

• Exceptional relationship-building skills demonstrated by ability to grow and nurture relationships with internal stakeholders

• Demonstrated success in driving both strategic and operational activities

• Proven skill in managing multiple stakeholders and leading cross functional initiatives

• Exceptional analytical and problem-solving skills, successfully applying this skill set to the business context

• Extensive financial modeling experience

• Excellent quantitative, written and presentation skills; innovative, organized, thorough and an eagerness to further develop these skills

• Expertise in sourcing, structuring, and validating data across multiple systems to enable accurate analysis, forecasting, and executive decision-making.

This role is hybrid and goes into the office 3 days per week.

Unleash Your Potential:

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

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Posting Statement:

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers 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.