Director, Product Financial Planning & Analysis

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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

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!
Within the F&S organization, this position will serve as the finance business partner to one of our Cloud Product and Engineering teams. This Director will partner directly with the General Manager and play a key role in scaling the business successfully. The position will maintain financial control while guiding strategies to accelerate growth and optimize our Product portfolio. This role will also work cross-functionally within Finance, bringing the right experts together to maximize the impact the Finance Organization across the enterprise.
This role requires a highly collaborative, strategic finance leader with deep analytical capabilities, executive communication skills and sound judgment.

Responsibilities

• Primary finance business partner to a Product GM and/or EVP of Engineering

• Work with product and technology leaders to establish the financial goals and measure progress throughout the year, highlighting finance recommendations on course of action, including providing a decision framework for optimizing resource allocations in a fast-paced environment

• Partners with leaders across the company, establishing trust and gaining an understanding of relevant drivers and key economic metrics (e.g., price and quantity contribution to revenue, cost to serve, and margin expansion)

• Develop framework for effective resource management, ROI analysis and business recommendations on strategic investments and their impact on growth drivers and margin expansion

• Help develop product long range plan (LRP) framework, evaluate performance against the plan and ensure product road map is aligned across other departments' plans

• Partner closely with Strategy and Pricing teams to define monetization strategies and insights, including future AI roadmap opportunities

• Manage annual planning and budgeting processes and collaborate cross-functionally to ensure strategic alignment across the company

• Prepare and present high-quality executive presentations for product and engineering leadership

Required Qualifications

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

• A minimum of 10 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, including scenario planning, ROI analysis, and cost-benefit analysis

• Experience with financial systems and data visualization tools (e.g., Tableau, Hyperion, or similar)

• Compelling storyteller with the ability to synthesize complex financial and strategic data into clear, compelling narratives for senior leadership

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

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

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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.