Manager, Financial Planning & Analysis

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

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.

The Experience

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 visionary, results-oriented leaders who thrive in fast-paced environments, possess a passion for driving transformation at scale, and excel at building high-performing teams capable of supporting the company’s explosive growth.

We are looking for a Manager of Finance to join our Topline Data and Insights team. This individual will own the datasets and analytical workflows that underpin Salesforce's revenue and attrition forecasting processes, while partnering across Corporate Finance, Product, and GTM to ensure a consistent, trusted view of topline performance. The role requires strong technical depth in data and analytics, paired with the business judgment to connect data signals to forecast outcomes.
What You'll Actually Be Doing
Data Ownership & Forecasting Support

• Own and maintain the authoritative datasets supporting Current Remaining Performance Obligations (CRPO) and Attrition reporting and forecasting, including Total Bookings, Available to Renew (ATR), and renewal opportunity data

• Validate outputs against source systems to ensure data integrity and serve as the first line of defense for anomalies or discrepancies

• Contribute an Finance & Strategy (F&S) perspective to revenue and attrition forecast cycles, connecting data signals to drivers, risks, and variances

• Deliver ad-hoc analyses on historical trends and forecast drivers to inform planning and decision-making across F&S partners

Reporting & Data Infrastructure

• Develop and maintain Tableau dashboards that enable self-service visibility into topline metrics for cross-functional partners

• Identify and drive automation of manual, repeatable reporting workflows using SQL, Python, and AI-enabled tooling to reduce cycle time and analytical risk

• Build bespoke datasets and analytical frameworks to support emerging business questions across revenue and attrition

Cross-Functional Partnership

• Partner with Corporate Finance, Product Finance, and Go to Market (GTM) teams to align on metric definitions, data sources, and reported numbers

• Serve as the connective tissue across Analytics and Ops partners to ensure consistency between operational data and financial reporting

• Synthesize findings and communicate analytical conclusions to F&S stakeholders in clear business terms

You're Our Person If...

• 5+ years of experience in FP&A, corporate finance, or strategic analytics

• Advanced SQL proficiency and working knowledge of Python; experience with Snowflake, Tableau, or equivalent modern data stack tools

• Strong data intuition with the ability to translate ambiguous business questions into structured analytical outputs

• Comfort leveraging AI tools (e.g., LLMs, copilots, automation platforms) to accelerate data preparation, pattern identification, and workflow automation

• Exceptional attention to detail and a strong sense of ownership over data quality and reporting accuracy

• Demonstrated ability to partner cross-functionally and communicate findings to senior stakeholders

Even Better If...

• Familiarity with SaaS topline metrics (ARR, Bookings, CRPO, Attrition) and the operational drivers behind them preferred

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.