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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.

Overview of the Role

We are seeking a highly analytical and strategic leader to join our Finance & Strategy organization as the Sr. Director of Corporate Planning and Reporting. You will serve as a pivotal strategic partner to the Chief Operating & Financial Officer (COFO) and Head of Finance, acting as the primary architect of the company’s holistic financial narrative. You will lead the global orchestration of our annual plan, month-end close and rolling forecast processes, ensuring seamless synchronization across all business units while scaling our tools and processes for maximum speed and accuracy.
This high-visibility role requires an exceptional communicator who can synthesize complex financial data into actionable insights for board decks and monthly business reviews. Beyond internal reporting, you will be instrumental in shaping our external story and partner closely with Investor Relations to develop quarterly earnings narratives. As a leader, you will mentor a high-performing corporate planning team, fostering a culture of ownership and financial rigor that supports the company’s most critical strategic initiatives.
The ideal candidate is a seasoned finance or operations professional with a strong background in SaaS business models, advanced data analysis, and cross-functional leadership. This role demands a blend of technical expertise and strategic partnership. The Sr. Director role offers the opportunity to join a dynamic, innovative, and supportive team in the Finance & Strategy organization, playing a direct role in shaping the long-term success and growth trajectory of the company. If you are passionate about driving business strategy through data-driven insights and are ready to tackle complex, high-impact challenges, we encourage you to apply.

Key Responsibilities

• Lead the Global Financial Planning: Drive the creation of our annual financial plan, orchestrate month-end close and rolling forecast processes, ensuring accuracy and synchronization across all business units and geographies.

• Synthesize Financial Narratives: Translate complex financial results into concise, actionable insights for the COFO and Executive Leadership Team (ELT).

• Executive Presentation: Lead the preparation of monthly business reviews (MBRs), quarterly results and forecasts, board decks, and other executive-level presentations that highlight risks, opportunities, and variance drivers.

• Cross-Functional Partnership: Act as a strategic partner across Finance leadership, providing financial rigor and support on major company initiatives.

• Quarterly Earnings Support: Support Investor Relations in developing the narrative for quarterly external guidance, providing strategic insights and trends.

• Scale Systems & Processes: Drive the continuous improvement of FP&A software and Business Intelligence (BI) tools to automate manual consolidation and increase reporting speed.

• Team Leadership: Mentor and develop a high-performing corporate planning team, fostering a culture of intellectual curiosity and ownership.

Required Qualifications

• Experience: 10 years of experience in a highly analytical role (e.g., Finance, Strategy, Business Operations) with significant exposure to B2B SaaS business models preferred. 3 years in a leadership/management capacity preferred.

• Advanced Financial Modeling: Expert level of complex Excel modeling and the ability to build what-if scenarios that stress-test business drivers and long-range plans.

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

• Communication: Exceptional written and verbal communication skills, with the ability to translate complex data and financial concepts into clear, actionable business recommendations for executive audiences.

• Education: Bachelor's degree in Finance, Economics, Business, or a quantitative field or equivalent experience. MBA or advanced degree is a plus. Experience will be evaluated based on the Core Competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)

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.

Accommodations

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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.

Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.

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 $181,700 - $304,700 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $218,100 - $332,600 annually.

The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.