Business Planning & Budget Operations Director/Sr. Manager

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.Job CategoryOperationsJob DetailsAbout SalesforceSalesforce 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.The Business Planning & Operations Sr. Manager / Director plays a critical role in strategic planning, business analytics, operational excellence, governance, and enablement within the Trust & Infrastructure organization. Reporting to the VP of Business Operations, this role requires a combination of strategic vision, attention to detail, strong initiative, and excellent interpersonal skills. The ideal candidate will excel at collaborating with senior executives and leading key initiatives, particularly in budget operations and Hyperforce efficiency efforts. This role will also dotted line into the Senior Director, Business Planning & Operations.Budget OperationsEnable and advise the operational set up of Hyperforce on GCP cost visibility and budget management to ensure:Budget taxonomy aligns to strategic objectivesDefine a tagging strategy that enables accurate cost allocationIdentify tooling gaps and advocate for engineering onboarding to support effective cost managementManage the Hyperforce budget across all spend categories by:Analyzing actuals, forecasting, summarizing variances, and collaborating with engineering teams to address gaps.Partnering with senior executive stakeholders to ensure monthly budget accuracy, provide forecast updates, and clarify variance drivers.Tracking the financial progress of Cost-to-Serve (CTS) initiatives and savings estimates, identifying opportunities for improvement, and working with Engineering leaders and TPMs to enhance execution visibility.Lead and / or support analysis for special or ad hoc projects:As new themes or unique scenarios arise, taking on additional financial modeling analysis related to cost to serve, new engineering efforts that materially impact our budget, and modeling various scenarios as we continue our migration of customers and workloads out of data centers to public cloud.Oversee the budget transfer process by:Validating estimates, identify and escalate mid-year incremental funding needs via Rolling List of Asks (RLOA) for incremental funding when needed.Coordinating with service owners and central FinOps teams to submit budget transfer and maintain the internal budget source of truth at the project and program level. Hyperforce EfficiencyDrive visibility into Hyperforce efficiency across key areas including On-Demand Cloud Reservations (ODCR), storage, network/compute choices, and architectural optimization.Partner with Engineering Leaders and Program Managers on cost savings and/or efficiency plans, including estimating and tracking savings.Partner with the Data Engineering and Capacity Planning teams to improve data availability and metrics tracking; analyze raw data to identify trends, formulate insights, and recommend actionable solutions.Continuously evaluate and optimize internal business processes across partner functions (Finance, HR, Recruiting, PM, PgM) to improve operational efficiency.Drive continuous improvement in operational workflows, including leveraging AI-powered tools to automate recurring analysis, reduce manual effort, and improve reporting accuracy and speed. Required Skills10+ years in consulting, investment banking, finance, strategy, or operations roles, with a proven track record of managing complex projects across diverse stakeholders.Strategic thinker who balances big-picture vision with strong attention to detail and tactical execution in fast-paced environments.Advanced analytical and problem-solving abilities, including data analysis, financial modeling, and proficiency with tools such as SQL.Excellent organizational, communication, and interpersonal skills, with the ability to build strong relationships across cross-functional and global teams.Skilled in producing both qualitative and quantitative operational analyses and executive-ready reports.Self-motivated, proactive problem-solver capable of managing programs with minimal oversight and a collaborative approach.Bachelor's degree in Business, Finance, Economics, Engineering, or a related field required.Preferred RequirementsExperience and knowledge with Salesforce tools and products; Salesforce trailhead and certification.Background in finance, including FP&A, corporate finance, or investment, is a plus.Experience with AI-powered productivity and analysis tools is a plus.Unleash Your PotentialWhen 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.AccommodationsIf 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 StatementSalesforce 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: 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 $143,400 - $261,500 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.SummaryLocation: Washington - Bellevue; Washington - SeattleType: Full time