Marketing Planning & Strategy Manager

Salesforce•Chicago, IL

1d•Hybrid

About The Position

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. Manager, Planning and Strategy (Functional Planning) We are seeking an experienced Manager of Planning and Strategy to support our Marketing Planning and Strategy function. Reporting to the Director of Functional Marketing Planning & Strategy within CMO Marketing Operations, you will lead budget and workforce management for a global Marketing function. This includes annual planning, ongoing program spend management and optimization, and monthly spend health reviews with marketing leaders, using data-driven insights to guide decisions. You will ensure marketers have the tools, guidance, enablement, and reporting they need to manage their budgets effectively. You will play a key role in driving consistency and scale across planning processes, templates, and workflows. You will take a thoughtful, critical approach to current practices to identify improvements that benefit the broader business. This role requires balancing strategic thinking with strong operational execution while maintaining clear, reliable processes for planning, forecasting, and performance reporting. You bring strong analytical skills, the ability to influence across functions, and a commitment to high-quality execution in a fast-paced environment.

Requirements

Bachelor's degree in Marketing, Business Analytics, Finance, or a related field
5-7 years of relevant professional experience with an emphasis on marketing strategy and operations
Expert in Microsoft Office and Advanced Excel/PowerPoint and Google Suite technologies
Salesforce Analytics required, certification a plus
Tableau (Desktop, Server, Cloud, Data Stage, CRMa) experience, Certified Tableau Data Analyst a plus
Strong analytical and financial skills
Ability to think creatively, identify and tackle problems through data analysis
Excellent communication and presentation skills - a track record of delivering business analytics to senior executives
Ability to work with cross-functional teams
Excellent time management and prioritization skills
Highly motivated, meticulous, and a self starter
This is not a remote position.
The Marketing Return to Office policy is 3 days per week.
This role should be available during Pacific Time Zone hours as the marketing leader is located in the west coast.

Responsibilities

Lead annual, quarterly, and ad hoc marketing planning processes with agility and accuracy for the supported function
Identify areas to streamline, standardize, and optimize planning processes, templates, and tools that can be scaled across Marketing functions, including leading special projects, maintaining documentation, and supporting communication plans as needed
Ensure budget, accounting, and spend governance compliance across supported teams
Provide ongoing budget management, forecasting, and reporting for marketers to fully execute on planned spend
Drive end-of-quarter budget close processes, identifying opportunities for efficiencies and partner with stakeholders to solve for variances proactively
Partner with Finance, Analytics, and cross-functional teams to ensure systems and workflows support effective spend execution
Contribute to the efficient resourcing of the supported organization by providing headcount process management, guidance, and reporting
Facilitate clear, consistent communication across teams to ensure alignment on processes, timelines, and priorities
Build strong relationships with marketing leaders, serving as a trusted advisor and primary planning partner
Support the preparation for key business updates including Quarterly Business Reviews (QBRs)
Conduct regular budget and workforce reviews with the functional Lead and their direct reports, utilizing dashboards and generating reporting to provide inputs on spend efficiency, budget, and headcount reports to support Quarterly Business Reviews (QBRs) and other executive forums
Create key business & marketing performance reports, within the context of the marketing org’s budget and headcount, to drive conversations/decision-making (monthly marketing reviews and other forums)
Collaborate closely with our extraordinary Marketing Data Science and Analytics team to deliver spend efficiency and business impact insights