Senior Director, Strategy and Planning

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Job Category

Customer Success

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

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

Role Overview

We’re seeking a Senior Director of Strategy & Planning to lead transformative, high-impact, cross-functional strategic initiatives across the Customer Success organization. This role will shape our future-state model, drive accountability against our most critical bets and serve as a strategic advisor to our executive leadership. Your work will help evolve how Salesforce shows up for customers in an AI-first world.

Key Responsibilities

* Own and drive a portfolio of high-impact strategy projects related to the broader Customer Success business. Translate open-ended questions into structured approaches, develop strategic points of view, conduct quantitative and qualitative analysis and drive alignment on recommendations through compelling deliverables and stakeholder engagement.
* Develop and present clear, insightful and executive-ready presentations and written documents that articulate strategic direction, analytical findings, market research and progress against strategic initiatives.
* Shape and articulate the future state of the Customer Success business within Salesforce. Offer an informed, forward-looking perspective on industry trends, competitive dynamics and innovation opportunities across the Customer Success ecosystem.
* Conduct deep-dive business analysis to uncover insights, evaluate tradeoffs and inform strategic decisions. Translate data into meaningful narratives that drive action across the organization.
* Translate long-term strategic objectives into actionable priorities, investment decisions and operating plans. Partner with senior leaders to define and operationalize initiatives that drive customer outcomes and business growth.
* Collaborate closely with Offer Management, Product, Sales and Field organizations to ensure cross-functional alignment and enable decision-making.
* Contribute to the development of multi-year strategic plans, ensuring alignment with company-wide priorities, customer expectations and evolving market dynamics. 

Qualifications & Experience

* 10+ in management consulting, corporate strategy, corporate planning or business transformation at a high-growth technology company.
* Deep understanding of Customer Success operating models, professional services, digital engagement or SaaS GTM strategies.
* Proven ability to lead complex, cross-functional strategic initiatives that deliver measurable impact.
* Exceptional analytical and structured problem-solving skills; highly fluent in frameworks, operating models and financial drivers.
* Outstanding written and verbal communication skills, including executive-level presentation development.
* High comfort with ambiguity and change; ability to influence without authority and drive alignment across matrixed teams.

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.

At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions.

The typical base salary range for this position is $181,700 - $304,700 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $218,100 - $332,600 annually.

The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.