Business Planning & Operations Lead, Agentforce Operations

This is a fully remote position, open to applicants in California, +4 more states.

📋 Description

• Oversee quarterly and annual business planning cycles.

• Convert high-level strategies into operational plans, budgets, and forecasts.

• Manage complex operational initiatives across various cross-functional teams.

• Monitor milestones and ensure comprehensive execution.

• Lead forward-looking planning and scenario modeling for capacity, resourcing, and budget requirements.

• Develop scalable reporting infrastructure and models.

• Transform operational data into narratives, executive dashboards, and business reviews.

• Take ownership of financial and operational mechanics, including headcount plans and variance tracking.

• Connect planning cycles while maintaining operational cadence.

• Collaborate with Finance, Recruiting, TPM, Data Management, and CSG.

• Align planning inputs and address competing priorities.

• Identify gaps and friction in planning processes and facilitate end-to-end resolution.

• Monitor execution and coordinate efforts across Sales, Product, Marketing, and Engineering.

• Define operating indicators, establish the planning agenda, and present recommendations to senior leadership.

⛳️ Requirements

• A minimum of 5 years of experience in business operations, strategy & operations, FP&A, consulting, or a similar analytical field.

• A background in investment banking, management consulting, or a startup environment is highly preferred.

• Advanced skills in analytical thinking and data modeling.

• Capacity to work with ambiguous or incomplete data and arrive at a defensible conclusion.

• Strong attention to detail and a process-driven mindset.

• Ability to juggle multiple competing priorities in a high-paced environment.

• Intellectual curiosity and sound judgment to pinpoint the most critical questions.

• Exceptional written and verbal communication skills.

• Proficient in presenting confidently to senior executives and fostering stakeholder alignment.

• Demonstrated ability to collaborate cross-functionally and build consensus without direct authority.

• Comfortable managing ambiguous, cross-functional mechanics.

• Experience in building and scaling operational processes, reporting infrastructure, or planning motions from the ground up.

• Background in a SaaS or high-growth technology setting is preferred.

• Proficiency in BI/analytics tools such as Tableau and SQL, or similar tools.

• Comfortable with developing lightweight automation or AI-assisted tools.

• Familiarity with Salesforce's internal operating model is desired.

🏝️ Benefits

• Time off programs.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Mental health support.

• Paid parental leave.

• Life insurance.

• Disability insurance.

• 401(k).

• Employee stock purchasing program.

• Incentive compensation may be available for certain roles.

• Equity may be available for certain roles.

• Reasonable accommodations during the application or recruiting process.