Business Planning & Operations Lead, Agentforce Operations

🔥 2 minutes ago

🏄 California, Illinois, +3 more states – Remote

🏄 California – Remote 🌽 Illinois – Remote 🗽 New York – Remote 🤠 Texas – Remote ☕ Washington – Remote

💵 $123.1k - $186.3k / year

⏰ Full Time

🟠 Senior

⚙️ Operations

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Salesforce

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1999

💼 Consulting

📣 Marketing

☁️ SaaS

Consulting • Marketing • SaaS

Salesforce is a leading cloud-based software company that provides a comprehensive customer relationship management (CRM) platform. The platform connects all company data and teams on an integrated, AI-driven system to improve sales, customer service, and marketing efforts. Salesforce offers scalable solutions for businesses of all sizes, including small and medium enterprises, and provides industry-specific solutions to modernize operations, save time, and reduce costs. Salesforce also offers educational resources through Trailhead and a wide selection of apps on AppExchange to extend its CRM capabilities.

📋 Description

• Drive quarterly and annual business planning cycles • Translate high-level strategy into operational plans, budgets, and forecasts • Program manage complex operational initiatives across cross-functional teams • Track milestones and ensure end-to-end execution • Lead forward planning and scenario modeling for capacity, resourcing, and budget needs • Build scalable reporting infrastructure and models • Translate operational data into narratives, executive dashboards, and business reviews • Own financial and operational mechanics, including headcount plans and variance tracking • Connect planning cycles and maintain operational cadence • Partner with Finance, Recruiting, TPM, Data Management, and CSG • Align planning inputs and resolve competing priorities • Identify gaps and friction in planning processes and drive resolution end-to-end • Track execution and coordinate across Sales, Product, Marketing, and Engineering • Identify operating indicators, set the planning agenda, and drive recommendations to senior leadership

🎯 Requirements

• 5+ years of experience in business operations, strategy & operations, FP&A, consulting, or a comparable analytical field • Background in investment banking, management consulting, or a startup environment strongly preferred • Advanced analytical and data modeling skills • Ability to work with ambiguous or incomplete data and drive to a defensible answer • Highly detail-oriented and process-driven • Ability to manage multiple competing priorities in a fast-paced environment • Intellectual curiosity and judgment to identify the most important questions • Excellent written and verbal communication skills • Ability to present confidently to senior executives and build stakeholder alignment • Proven ability to partner cross-functionally and drive consensus without direct authority • Comfort owning ambiguous, cross-cutting mechanics • Experience building and scaling operational processes, reporting infrastructure, or planning motions from scratch • Experience in a SaaS or high-growth technology environment desired • Proficiency with BI/analytics tools such as Tableau and SQL, or similar • Comfort building lightweight automation or AI-assisted tooling • Familiarity with Salesforce's internal operating model desired

🏖️ 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 • Incentive compensation may be available for certain roles • Equity may be available for certain roles • Reasonable accommodations during the application or recruiting process