Description

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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.

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 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 insightful analyses. We are looking for forward-thinking, results-oriented individuals that will succeed in a fast-paced environment and thrive in leading teams, and improve processes that will allow the company to scale with growth!

Role Description:
The Manager, Financial Planning & Analysis (FP&A) is a dedicated finance business partner embedded within the Customer Success organization. This role serves as the primary financial point of contact for the EVP of Customer Success Offers & Operations, providing strategic financial support, analysis, and decision-making partnership across a broad and dynamic scope. The Manager will also lead the financial integration of the Informatica Customer Success business, supporting its EVP leader as a dedicated FBP, while contributing to cross-CS initiatives that drive operational efficiency and business performance.

Responsibilities:

Finance Business Partnership

• Serve as the primary FBP for the EVP of Customer Success Offers & Operations, supporting financial planning, forecasting, and performance tracking across their org
• Prepare and deliver financial analyses, scenario modeling, and insights to support executive-level decision-making
• Partner closely with the EVP's leadership team to identify risks, opportunities, and trade-offs across headcount, program spend, and operational investments

Informatica CS Integration

• Act as the dedicated finance business partner for the Informatica Customer Success org and its EVP leader, who oversees all Informatica CS functions post-acquisition
• Support the financial integration of Informatica CS into Salesforce's CS reporting framework, including expense forecasting, headcount mapping, and alignment with CS M&A on org structure and P&L rollup
• Build and maintain expense models for the Informatica CS team, partnering with transitional finance resources to ensure continuity and knowledge transfer
• Serve as the single point of contact on the CS F&S team for all Informatica-related finance inquiries, working cross-functionally with CS M&A, Corporate Finance, and Product Finance as needed

Cross-CS Initiatives & Ad Hoc Support

• Support OU-level P&L reporting and analysis, helping to surface insights across Customer Success operating units
• Contribute to cross-CS efficiency initiatives, including location strategy analysis, and margin improvement efforts
• Manage and track Program Spend and T&E budgets across CS functions, ensuring alignment to approved plans and identifying favorability or risk
• Support NNAOV reporting and analysis - helping to connect CS financial performance to the organization's key growth metric
• Provide ad hoc financial support to the broader CS F&S team on special projects, business reviews, and executive presentations as needed

Required Qualifications:

• Bachelor's degree in Finance, Economics or other relevant discipline or equivalent experience. Experience will be evaluated based on the Core Competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
• 4-6 years of FP&A or finance business partnering experience, preferably in a large-scale technology or SaaS company
• Solid financial modeling skills, including headcount planning, expense forecasting, and budget management
• Experience supporting executive-level business partners, with strong communication skills and ability to translate financial data into clear, business-relevant narratives
• Familiarity with financial planning tools (e.g., Adaptive Insights/Workday Adaptive Planning) and proficiency in Excel/Google Sheets
• Ability to manage multiple priorities simultaneously in a fast-paced, matrixed environment
• Comfort navigating ambiguity - particularly in integration or transition contexts where processes and org structures are still evolving
• Strong cross-functional collaboration skills, with experience working across Finance, People, Strategy, and business operations teams
• Understanding of P&L drivers in a cloud/SaaS environment, including revenue allocation, cost management, and margin analysis
• Highly motivated, proactive, self-aware, collaborative, flexible, responsive

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 .

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.
Requisition #: JR336322

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