Business Planning & Operations Lead, Agentforce Operations

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Job Category
Program & Project Management
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 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 The Team
Agentforce Operations (AFO) is part of Salesforce’s AI Labs—the innovation engine driving the company’s biggest platform shift in a decade. We are purpose-built to deliver mid- and back-office automation for high-volume, manual processes that front-office tools don't address.
The momentum here is real. We are operating at 3x speed, proving out a massive 'Land & Expand' GTM motion, and building the future of autonomous enterprise operations. As a dedicated, embedded Operations team within AFO, we are the connective tissue. We track execution, manage the internal operating cadence, and drive cross-functional coordination across Sales, Product, Marketing, and Engineering. We act as the internal consulting arm: identifying key operating indicators, setting the planning agenda, and driving recommendations directly to senior leadership.
Job Details
Role Overview
We are building the operational foundation for one of Salesforce’s fastest-growing, highest-visibility businesses.
The right person is a highly analytical, strategic business operator who can run the operating rhythm and build complex financial and operational models from scratch. You are a self-starter who builds structure where none exists.You operate with an AI-first mindset to accelerate your workflow, but you never blindly trust the output—you possess the fundamental rigor to audit AI-generated work, validate underlying data, and build complex models from the ground up. 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 executive business review?
The ideal candidate can dive deep into complex datasets and Excel models, then zoom back out to translate that data into a strategic, big-picture narrative. If you proactively anticipate questions, arrive at every conversation with data-backed 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.
Key Responsibilities
Drive comprehensive business planning cycles (quarterly/annual), seamlessly translating high-level strategy into actionable operational plans, budgets, and forecasts.
Lead strategic, cross-functional initiatives, blending data modeling with executive stakeholder management to drive flawless end-to-end execution.
Build scalable reporting infrastructure from scratch that translate raw operational data into clear, defensible narratives, executive dashboards, and business reviews.
Lead forward-planning and scenario modeling, anticipating future capacity, resourcing, and strategic business needs before they become urgent realities.
Own the financial and operational mechanics of the business, going beyond tactical variance tracking to connect planning cycles with overarching business strategy.
Partner cross-functionally with Finance, Recruiting, TPM, Data Management, and CSG to align planning inputs, resolve competing priorities, and influence without direct authority.
Identify strategic gaps and friction in current planning processes and drive resolution end-to-end.
Qualifications
5+ years of experience in Strategy & Operations, Investment Banking, Management Consulting, or highly strategic FP&A roles.
Expert-level Excel and data modeling skills — you must be comfortable building complex Excel models from scratch, working with ambiguous or incomplete data, and driving to a defensible answer (candidates should expect an analytical modeling assessment).
Strong preference for backgrounds in investment banking, top-tier consulting, or fast-paced startup environments — the kind of experience that builds sharp analytical instincts, commercial acumen, and comfort with ambiguity under pressure.
Highly detail-oriented and analytical, able to manage multiple competing priorities in a fast-paced environment without dropping precision.
Strong executive presence and stakeholder management skills; excellent written and verbal communication, with the ability to present confidently to senior leadership.
Demonstrated intellectual curiosity and business acumen to know which questions matter most.
Proven ability to partner cross-functionally and drive consensus without direct authority.
Comfortable owning ambiguous, cross-cutting mechanics rather than a narrowly-scoped function.
Proven experience building and scaling operational processes, reporting infrastructure, or planning motions from scratch (0-to-1 experience).
Desired Skills & Experience
Experience in a SaaS or high-growth enterprise technology environment.
Proficiency with BI/analytics tools (Tableau, SQL, or similar) and comfort building lightweight automation or AI-assisted tooling.
Familiarity with Salesforce's internal operating model.
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 p