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Job Category

Finance

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 this position:
The Finance & Strategy (F&S) team serves as a trusted adviser to the business to help inform and guide decision-making through insightful analyses and strategic partnership. We are looking for a highly driven, independent, and analytically-minded individual who can thrive in a fast-paced environment and take ownership of building and improving scalable processes.

The primary responsibility of this role is to support the Digital Enterprise Technology (DET) team. You will be responsible for providing decision support through financial analysis to ensure optimal returns on strategic investments. A key part of this is owning the centralized workforce budget, where you will partner directly with DET leaders to help them understand their budget envelope and drive effective management of their resources. The ideal candidate will have strong financial and analytical skills, excelling at extracting insights from data with a process improvement mindset. Additionally, this individual is expected to have exceptional communication skills, the ability to successfully manage ambiguity, and demonstrate the ability to independently problem solve. This individual is also expected to be an integral player in important cross-functional, organization-wide initiatives and projects.

Responsibilities:

• Independently build flexible and dynamic reporting to allow for maximum visibility to both short and long-term strategic investment decisions.

• Support the annual and quarterly planning process across Digital Enterprise Technology (DET) leaders, ensuring their monthly and quarterly reporting decks are accurate and up to date.

• Manage centralized workforce planning across DET by building and maintaining workforce budget models and tracking key labor cost metrics.

• Serve as a data expert, leveraging Tableau to build automated, meaningful, and digestible reports and dashboards that provide real-time insights to business partners.

• Utilize advanced financial modeling and analysis to evaluate strategic investments and provide recommendations that drive optimal returns.

• Proactively identify and drive process improvement and standardization across the Finance and Strategy organization.

• Partner with business and accounting teams to understand and analyze monthly budget variances, and present actionable insights that help the organization flex and react to short-term changes.

Required Qualifications:

• Bachelor's degree or equivalent relevant experience required. Experience will be evaluated based on the Core Competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)

• 3+ years of relevant work experience

• Experience building financial and decision support models, along with good analytical and independent problem-solving skills

• High degree of comfort with ambiguity and an ability to effectively multi-task in a fast-paced, quickly changing environment

• Ability to work cross-functionally and influence at all levels within the organization

• Expertise in Microsoft Excel is essential, with a strong preference for proficiency in data analysis and modeling

• Good communication skills (written and verbal) with an ability to explain complex issues in an understandable way

• Intellectual curiosity, fueled by a proactive approach to continuously expand one’s skillset

• Highly motivated, self-aware, collaborative, and responsive

• Hands-on experience with Tableau, Hyperion, and Workday is highly preferred

This role is hybrid and goes into the office 3 days per week in Indianapolis, IN or Atlanta, GA.

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.

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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.