Business Planning & Operations Lead (Agentforce Operations)

• We are building the operational foundation for one of Salesforce’s fastest-growing, highest-visibility businesses
• The right person is a strong business operator who can run the operating rhythm and get underneath the numbers. Rather than waiting for a fully-defined process, you are a self-starter who builds structure where none exists. You instinctively ask the questions that keep a business honest:
• Are we on plan? Where are the gaps between what we planned and what is actually happening?
• What’s driving the data? Why do numbers not reconcile across teams, and is variance structural or a one-off?
• What does this mean going forward? What has shifted in the forecast, and what needs to be buttoned up before the next business review?
• The ideal candidate can dive deep into the detail, then zoom back out to see the bigger picture. If you proactively anticipate questions, arrive at every conversation with answers in hand, and thrive in ambiguity, this high-visibility role will let you leverage your analytical rigor in front of senior AI Labs stakeholders
• Drive comprehensive business planning cycles (quarterly/annual), seamlessly translating high-level strategy into actionable operational plans, budgets, and forecasts
• Program manages complex operational initiatives, acting as the connective tissue across cross-functional teams to track milestones and ensure flawless end-to-end execution
• Lead forward-planning and scenario modeling, anticipating future capacity, resourcing, and budget needs before they become urgent realities
• Build scalable reporting infrastructure and models that translate raw operational data into clear, defensible narratives, executive dashboards, and business reviews
• Own the financial and operational mechanics, executing headcount plans, maintaining variance tracking, and creating the connective tissue between planning cycles
• Partner cross-functionally with Finance, Recruiting, TPM, Data Management, and CSG to align planning inputs and resolve competing priorities
• Identify gaps and friction in current planning processes and drive resolution end-to-end

Benefits

• Medical Care
• Life Insurance
• Retirement Savings
• Employee Assistance Programs
• With 9 standard holidays and four floating holidays, you get a total 13 paid days off each year

Preferred experience

• 5+ years of experience in business operations, strategy & operations, FP&A, consulting, or a comparable analytical field
• Demonstrated intellectual curiosity and the judgment to know which questions matter most
• Highly detail-oriented and process-driven, able to manage multiple competing priorities in a fast-paced environment without dropping precision
• Excellent written and verbal communication, with the ability to present confidently to senior executives and build alignment among stakeholders
• Comfortable owning ambiguous, cross-cutting mechanics rather than a narrowly-scoped function
• Background in investment banking, management consulting, or a startup environment strongly preferred — the kind of experience that builds sharp analytical instincts and comfort with ambiguity under pressure
• Proven experience building and scaling operational processes, reporting infrastructure, or planning motions from scratch (0-to-1 experience)
• Advanced analytical and data modeling skills — comfortable working with ambiguous or incomplete data and driving to a defensible answer
• Proven ability to partner cross-functionally and drive consensus without direct authority
• Familiarity with Salesforce’s internal operating model
• Proficiency with BI/analytics tools (Tableau, SQL, or similar) and comfort building lightweight automation or AI-assisted tooling
• Experience in a SaaS or high-growth technology environment