Workforce Planning Manager - Finance

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Job Category

Program & Project Management

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.

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 Workforce Planning Manager, Finance will serve as the key point of contact for Finance’s intern program and rotational analyst program, leading the development and execution of bringing on top new talent to the Finance organization.
This individual will work cross-functionally with Finance Business Leaders, Employee Success Business Partners (HRBPs), Finance, and Recruiting to ensure alignment with broader Finance objectives — and play a critical part in helping grow the fast-paced Finance function in an organized manner.

Key Responsibilities
 

• Strategic Planning of Intern and Rotational Programs
• Partner with Finance leaders to design, optimize and run Finance’s summer intern program, as well as a new early career rotational program focused on bringing in top talent to the organization.
• Manage the rotation cycle, including placement, scheduling, and onboarding/offboarding for participants while partnering with ES to monitor performance, Recruiting to bring on top talent, and Finance Workforce Planning to ensure alignment with location strategy goals.
• Conduct organizational assessments to identify gaps and opportunities, continuously improving the offering and ensuring high retention rates within both programs.

Stakeholder Engagement & Credibility Building

• Act as the trusted advisor to Finance business leaders, HRBPs and Recruiting in all aspects of the intern and rotational programs.
• Facilitate ongoing stakeholder discussions, presenting findings, recommendations, and progress on timelines during the program.
• Partner with senior leaders, HR teams, and finance to ensure staffing strategies align with budgets and operational needs
• Build strong business acumen to ensure workforce planning stays aligned with strategic priorities

Proactive Workforce Optimization

• Develop and implement strategies to optimize workforce resources, balancing headcount, skills, and budget
• Go beyond reporting trends — interpret and integrate them into business discussions
• Provide recommendations that enhance organizational performance, talent development, retention, and acquisition
• Integrate AI and Digital Labor solutions into workforce optimization strategies

Key Skills & Competencies

• Data Analysis & Insight Generation — Strong ability to analyze complex data sets and generate strategic insights
• Executive Communication — Ability to convey complex workforce insights clearly and compellingly to senior leaders
• Stakeholder Management — Proven ability to build credibility with HR and business leaders
• Problem-Solving — Strong critical thinking with the ability to develop solutions aligned with business needs
• Tech & Digital Fluency — Experience with HR analytics tools, workforce planning platforms, AI-driven workforce modeling, and data visualization (Tableau, Workday Adaptive)
• Strategic Thinking — Ability to connect workforce planning to long-term business strategy and Salesforce's AI-first vision
• Adaptability & Agility — Comfortable navigating ambiguity and evolving workforce trends, including AI and automation
• Detail Orientation — Precision in workforce planning while maintaining a strategic perspective
• Proactive Leadership — Self-starter who anticipates workforce challenges and acts decisively

Qualifications

• 3-5 years of experience in Workforce Planning, Organizational Design, HR Strategy, or a related field
• Experience in a large, complex organization — preferably within a global technology company
• Strong proficiency in data analysis, workforce modeling, and scenario planning
• Bachelor's degree in HR, Business, Economics, or a related field

Why Join Us
This role offers a unique opportunity to shape the future of workforce planning at Salesforce. If you're a strategic thinker with a passion for workforce planning and analytics, organizational effectiveness, and AI-driven transformation — we'd love to hear from you.

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.