Senior Director, Strategy and Planning

Job Category: Customer Success

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. The world of work is changing and we are 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.

We’re Salesforce, the Customer Company, inspiring the future of business with AI, Data + CRM. We help companies blaze new trails and connect with customers in a whole new way, and empower you to be a Trailblazer too — driving your performance and career growth.

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+ years 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 shape the future — and 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 the Accommodations Request Form.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. We believe in equality for all and strive to create an inclusive workplace free from discrimination. Know your rights: workplace discrimination is illegal. Employees and applicants are assessed on merit, competence and qualifications without regard to protected characteristics. This policy applies to all aspects of employment and recruitment.

In the United States, compensation offered will be determined by factors such as location, job level, knowledge, skills, and experience. Some roles may be eligible for incentive compensation, equity and benefits. 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 range is $218,100 - $332,600 annually. The range represents base salary only and does not include additional compensation or benefits.

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