Headcount Planning & Analytics Lead - Sales Strategy

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Operations

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.

Do you enjoy a blend of strategy and operational execution? The Sales Strategy and Operations team partners directly with sales leadership as a trusted advisor, focused on strategic planning, sales optimization, and business operational support. This is a high-impact role with constantly evolving priorities - you will think strategically, arrive at a focused execution plan, and see it through to fruition.

In this role, you will own global headcount capacity planning and reporting as a core function, serving as a critical partner to Sales, Finance, and CRO leadership to ensure the organization is resourced to execute on its Go-To-Market strategy.

Impact / Key Responsibilities

• Lead ongoing headcount capacity plan management, partnering with Strategy and Finance teams to track in-quarter and in-year headcount reallocations, adjustments, and workforce changes
• Build and maintain scalable headcount reporting infrastructure, including dashboards and recurring reports that surface workforce trends, gaps, and risks to sales leadership
• Drive ad-hoc capacity analyses across dimensions such as operating unit, region, country, cloud, and selling role - translating historical data into forward-looking strategic insights that inform CRO leadership decisions and GTM planning
• Define key headcount and capacity metrics and targets; identify areas of risk or underperformance and present actionable recommendations to sales leadership
• Support the annual GTM planning lifecycle, including headcount target setting, quota allocation modeling, and territory planning inputs
• Create executive-level presentations for local and global leadership reviews, synthesizing complex workforce data into clear, compelling narratives
• Troubleshoot operational headcount issues as they surface; propose process and system improvements to address root causes

Required Skills

• 3–5+ years of professional experience in a highly analytical, sales operations, finance or strategy role
• Expert proficiency in Excel / Google Sheets, including both analytical capabilities and maintaining well-structured, organized workbooks
• Demonstrated ability to independently execute end-to-end analyses: querying datasets, organizing data, structuring analyses, and synthesizing key insights
• Degree or equivalent relevant experience; experience evaluated on core competencies

Preferred Skills

• Experience leading or materially supporting GTM planning lifecycle end to end: annual planning, target setting, quota allocation, or territory carving
• Exceptional stakeholder management and executive communication skills - ability to translate complex data into easily digestible insights for senior audiences
• High critical thinking ability to structure and solve complex, ambiguous problems with a logical, evidence-based approach
• Experience with SQL and/or Tableau is a plus
• Resilient self-starter with strong sense of urgency and ability to adjust on the fly to shifting priorities
• Highly collaborative with strong cross-functional networking skills across Sales, Finance, and Operations

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.

Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

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 $123,100 - $186,300 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $147,400 - $202,600 annually.

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