Note: The job is a remote job and is open to candidates in USA. Salesforce is an AI CRM company developing Agentforce to drive customer success and autonomous enterprise operations. The Business Planning & Operations Lead will build the operational foundation for Agentforce Operations by managing planning cycles, forecasts, reporting, financial and operational mechanics, and cross-functional execution.
Responsibilities
- Drive comprehensive business planning cycles (quarterly/annual), seamlessly translating high-level strategy into actionable operational plans, budgets, and forecasts
- Program manages complex operational initiatives, acting as the connective tissue across cross-functional teams to track milestones and ensure flawless end-to-end execution
- Lead forward-planning and scenario modeling, anticipating future capacity, resourcing, and budget needs before they become urgent realities
- Build scalable reporting infrastructure and models that translate raw operational data into clear, defensible narratives, executive dashboards, and business reviews
- Own the financial and operational mechanics, executing headcount plans, maintaining variance tracking, and creating the connective tissue between planning cycles
- Partner cross-functionally with Finance, Recruiting, TPM, Data Management, and CSG to align planning inputs and resolve competing priorities
- Identify gaps and friction in current planning processes and drive resolution end-to-end
Skills
- 5+ years of experience in business operations, strategy & operations, FP&A, consulting, or a comparable analytical field
- Advanced analytical and data modeling skills — comfortable working with ambiguous or incomplete data and driving to a defensible answer
- Highly detail-oriented and process-driven, able to manage multiple competing priorities in a fast-paced environment without dropping precision
- Demonstrated intellectual curiosity and the judgment to know which questions matter most
- Excellent written and verbal communication, with the ability to present confidently to senior executives and build alignment among stakeholders
- Proven ability to partner cross-functionally and drive consensus without direct authority
- Comfortable owning ambiguous, cross-cutting mechanics rather than a narrowly-scoped function
- Proven experience building and scaling operational processes, reporting infrastructure, or planning motions from scratch (0-to-1 experience)
- Experience in a SaaS or high-growth technology environment
- Proficiency with BI/analytics tools (Tableau, SQL, or similar) and comfort building lightweight automation or AI-assisted tooling
- Familiarity with Salesforce's internal operating model
- Background in investment banking, management consulting, or a startup environment strongly preferred — the kind of experience that builds sharp analytical instincts and comfort with ambiguity under pressure
Benefits
- Certain roles may be eligible for incentive compensation, equity, and benefits.
- Time off programs
- Medical insurance
- Dental insurance
- Vision insurance
- Mental health support
- Paid parental leave
- Life insurance
- Disability insurance
- 401(k)
- Employee stock purchasing program
Company Overview
Company H1B Sponsorship