Senior Director, Business Planning and Strategy

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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.

Role Overview

As the Senior Director of Business Planning and Strategy, you will be a transformative leader responsible for combining strategy, analysis, and long-range planning (LRP) to identify key opportunities for revenue acceleration. You will serve as a cloud-agnostic strategic partner, driving Salesforce’s pricing, packaging, and monetization strategies to create profitable growth.

This is a medium-to-long-term focused role that goes beyond the current fiscal year to shape the future of our business models. You will work closely with executive partners to influence decision-making on long-term growth, business model evolution, and margin health.

Key Responsibilities

• Monetization Strategy: Partner closely with the Pricing & Packaging team to help drive strategies that leverage monetization to accelerate revenue.

• Strategic Planning & Revenue Acceleration: Lead the Long-Range Planning (LRP) process based on P*Q to identify what is working, what is not, and where gaps exist in the current strategy.

• Financial Health & Unit Economics:  Understand topline and gross margin health across the portfolio to influence long term strategies to drive sustainable unit economics.

• Strategic Assessments: Conduct deep-dive assessments on transformative business models and modernization strategies

• Complex Deals & Partnerships: Evaluate large, multi-year strategic deals and high-impact partnerships

• Executive Influence: Develop and share data-backed analysis to influence executive decision-making regarding business models and pricing.

• Insight Framing: Structure complex topics and frame key questions that lead to actionable business insights and recommendations.

Required Skills & Competencies

• Analytical Rigor: Exceptional ability to structure complex data analysis and lead data-backed decision-making discussions.

• Strategic Thinking: Strong experience in strategic storytelling and the ability to articulate a clear strategy that drives recommendations.

• Healthy Friction: The ability to recognize business gaps and create "healthy friction" to improve organizational outcomes.

• Executive Communication: Proven experience in storytelling and delivering high-level presentations to senior executives.

• Adaptability: Flexibility to help build out a new scope and team in a fast-paced environment.

Qualifications

Minimum Qualifications:

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field (or equivalent relevant 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.)

• 10+ years of experience in finance, strategy, consulting, or data analytics roles.

• 5+ years of experience operating at a senior leadership level within a large, complex, and high-growth organization.

• Exceptional written and verbal communication skills with the ability to distill complex information into clear content.

• Proven ability to build strong working relationships with senior executives and drive consensus.

Preferred Qualifications:

• MBA or Master’s degree in a relevant discipline.

• Deep experience in the technology sec