Salesforce

Business Planning & Operations Lead, Agentforce Operations

Salesforce$123K — $202K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 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
  • Advanced analytical and data modeling skills
  • Detail-oriented and process-driven, managing multiple priorities under pressure
  • Demonstrated intellectual curiosity and strong judgment
  • Excellent written and verbal communication skills for senior executive presentations
  • Proven cross-functional partnership and consensus-building skills
  • Experience building and scaling operational processes from scratch

Responsibilities

  • Drive comprehensive business planning cycles by translating strategy into operational plans and budgets
  • Program manage complex operational initiatives across cross-functional teams
  • Lead forward-planning and scenario modeling for future needs
  • Build scalable reporting infrastructure that converts raw data into actionable insights
  • Own financial and operational mechanics, maintaining variance tracking and headcount plans
  • Partner with teams across the organization to align planning inputs
  • Identify and resolve gaps in current planning processes

Benefits

  • Comprehensive benefits supporting life balance
  • Access to AI tools that enhance productivity
  • Opportunities for professional development
  • A dynamic work environment that encourages innovation
  • Participation in shaping the future of technology
Full Job Description

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

Program & Project Management

Job Details

Job Details

Role Overview

We are building the operational foundation for one of Salesforce’s fastest-growing, highest-visibility businesses.

The right person is a strong business operator who can run the operating rhythm and get underneath the numbers. Rather than waiting for a fully-defined process, you are a self-starter who builds structure where none exists. You instinctively ask the questions that keep a business honest:

  • Are we on plan? Where are the gaps between what we planned and what is actually happening?

  • What's driving the data? Why do numbers not reconcile across teams, and is variance structural or a one-off?

  • What does this mean going forward? What has shifted in the forecast, and what needs to be buttoned up before the next business review?

The ideal candidate can dive deep into the detail, then zoom back out to see the bigger picture. If you proactively anticipate questions, arrive at every conversation with answers in hand, and thrive in ambiguity, this high-visibility role will let you leverage your analytical rigor in front of senior AI Labs stakeholders.

Key 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.

Qualifications
  • 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 6 the kind of experience that builds sharp analytical instincts and comfort with ambiguity under pressure

  • Advanced analytical and data modeling skills 6 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).

Desired Skills & 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

Unleash Your Potential

When you join Salesforce, you9ll be limitless in all areas of your life. Our benefits and resources support you to find balance andbe your best, and our AI agents accelerate your impact so you cando your best. Together, we9ll 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 6 but to redefine what9s possible 6 for yourself, for AI, and the world.

About Salesforce

ExactTarget is a provider of on-demand email marketing software solutions. Their suite of on-demand one-to-one marketing applications enables clients to send business-critical and event-triggered communications to increase sales, optimize marketing investments, and strengthen customer relationships. They offer four editions of their on-demand software application along with integrated solutions such as ExactTarget for AppExchange and ExactTarget for [Microsoft](/organization/Microsoft) Dynamics CRM.

Salesforce Careers

Joining Salesforce means becoming part of a dynamic, global team of professionals who are deeply committed to driving customer success and innovation. As the world's leading Customer Relationship Management (CRM) platform, Salesforce offers unparalleled job opportunities in technology and consulting, making it an ideal place for ambitious individuals looking to make a significant impact.

Work You'll Do

At Salesforce, every position is a chance to leverage your skills and creativity to transform businesses and industries. Our diverse team of experts collaborates to deliver cutting-edge solutions that foster growth and enhance leadership capabilities. By joining our team, you'll be at the forefront of digital innovation, using Salesforce's powerful platform to help clients navigate their transformation journeys.

Innovate and Lead

Salesforce is not just a company; it's a community where you can lead with your ideas and see them come to life. Our culture of innovation encourages you to challenge the status quo and push the boundaries of what's possible. With Salesforce, you'll work alongside leaders in technology and business who are committed to your growth and professional development.

Career Growth and Opportunities

Whether you're looking for an internship, a full-time position, or leadership roles, Salesforce provides a wealth of opportunities to advance your career. Our commitment to professional growth is reflected in our robust training programs, including leadership development and diversity training, designed to help you excel at every stage of your career.

Be Part of a Great Team

Salesforce prides itself on a culture that values diversity, teamwork, and open communication. We believe that our strength lies in our people, and we're committed to creating an environment where everyone can thrive. Joining our team means being part of a supportive community that encourages networking and collaboration.

Benefits and Culture

At Salesforce, we understand that job satisfaction extends beyond the office. That's why we offer competitive benefits to support the health, well-being, and financial security of our employees and their families. From health insurance and retirement plans to wellness programs and flexible working arrangements, we provide the benefits that contribute to a better work-life balance.

Explore Job Opportunities

Ready to take the next step in your career? Explore the wide range of employment opportunities at Salesforce. From technical roles to customer engagement positions, we are continuously hiring talented individuals who are passionate about making a difference.

Stay Connected

Keep up to date with the latest at Salesforce by following our careers blog. Gain insights from the people who work here and learn how you can bring your career to the next level with Salesforce.

Apply Now

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Learn more about Salesforce
Size
73,541 employees
Market Cap
$130.4 billion
Industry
Net Income
$4 billion
Founded
2000
5 Year Trend
+25.7%
Revenue
$21.2 billion
NASDAQ

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