Own and drive a portfolio of high-impact strategy projects related to the broader Customer Success business
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
Conduct deep-dive business analysis to uncover insights, evaluate tradeoffs and inform strategic decisions
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

10+ years in management consulting, corporate strategy, 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

Senior Director, Strategy and Planning

Key skills