Marketing Planning & Strategy Manager

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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.

We are seeking an experienced Manager of Planning and Strategy to support our Marketing Planning and Strategy function. Reporting to the Director of Functional Marketing Planning & Strategy within CMO Marketing Operations, you will lead budget and workforce management for a global Marketing function. This includes annual planning, ongoing program spend management and optimization, and monthly spend health reviews with marketing leaders, using data‑driven insights to guide decisions.

You will ensure marketers have the tools, guidance, enablement, and reporting they need to manage their budgets effectively.

You will play a key role in driving consistency and scale across planning processes, templates, and workflows. You will take a thoughtful, critical approach to current practices to identify improvements that benefit the broader business. This role requires balancing strategic thinking with strong operational execution while maintaining clear, reliable processes for planning, forecasting, and performance reporting. You bring strong analytical skills, the ability to influence across functions, and a commitment to high‑quality execution in a fast‑paced environment.

• 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 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 and 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

• 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…