Senior Director, Business Planning and Strategy

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 sector or within a global enterprise.

  • Advanced financial modeling and problem-solving skills.

  • Demonstrated ability to manage multiple, competing priorities and high-pressure situations with composure.

This role is hybrid and goes into the office 3 days per week.

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