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Product Strategy Lead - Revenue Forecast Modeling

Salesforce · San Francisco, CA

Full-timeLead$123K – $186K/yr

About the role

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 Category

Product

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.

The Experience:
 

We are the CCO Product Strategy team — a newly formed and fast-growing group within Salesforce's Chief Customer Officer (CCO) organization. We sit at the intersection of product strategy, customer insight, pricing and packaging, field readiness, executive narrative, and go-to-market execution. We work directly with senior leaders across Product, Field, Pricing, Marketing, Finance, and Customer Success to frame the company's most important strategic questions and drive them to decision.
This role will focus on building the forecasting and analytical backbone that turns raw usage and pipeline data into a defensible, board-ready view of the business.
 

The Opportunity:
 

You will lead end-to-end strategy workstreams including business case, revenue forecast modeling, agentic product strategy, go-to-market strategy, customer validation, consumption pricing, and competitive positioning. The role requires someone who can move fluidly from rigorous financial/analytical modeling to executive-level narrative, and from hypothesis-driven analysis to practical cross-functional execution.
 

Responsibilities:

  • Own business use case revenue forecast modeling — build and maintain the analytical models that translate initiative drivers, pipeline, and consumption data into revenue forecasts and commit views for senior leadership to inform investment decisions.
  • Lead high-impact strategy workstreams end-to-end — frame ambiguous business problems, develop issue trees and workplans, identify the right analyses, and drive toward clear decision options and executive recommendations.
  • Act as a strategic thought partner to senior leaders across Product, Field, Pricing, Marketing, Finance, and Customer Success, helping translate broad priorities into actionable choices, tradeoffs, and operating plans.
  • Synthesize complex inputs into sharp points of view, including customer interviews, field feedback, competitive research, market scans, product roadmap inputs, usage data, pricing signals, and internal business performance.
  • Drive customer-backed strategy development by designing structured interview guides, stakeholder maps, focus groups, and validation plans that test product, pricing, packaging, and GTM hypotheses.
  • Build executive-ready deliverables including decision memos, leadership briefings, board-level decks, strategy narratives, business cases, and forecast/commit reporting that simplify complexity without losing rigor.
  • Facilitate cross-functional alignment by identifying where stakeholders diverge, surfacing tradeoffs early, building shared fact bases, and creating the forums needed to move teams from debate to decision.
     

You're Our Person If:

  • 5+ years of experience in management consulting, FP&A, corporate strategy, or product strategy, with demonstrated ownership of complex cross-functional initiatives.

  • Strong quantitative and financial modeling background — comfortable building and maintaining forecast, commit, or revenue models from first principles.
  • Demonstrated ability to break down complex business questions into structured analyses, hypotheses, decision trees, and recommendation paths.
  • Excellent executive communication skills, both written and verbal, including experience creating decision memos, strategy narratives, briefing documents, and senior leadership presentations.
  • Domain depth in B2B SaaS go-to-market strategy, with working knowledge of AI, agents, platform products, consumption models, and enterprise software buying motions.
  • Comfort working in highly ambiguous, fast-moving environments where the problem is not fully defined, the data is incomplete, and the right answer requires both structured thinking and practical judgment.
     

Even Better If:

  • Prior experience at a top-tier strategy consulting firm (MBB or equivalent) at the Consultant level or above, or an FP&A background at a high-growth SaaS company.
  • Experience owning or contributing to revenue/commit forecasting models, pipeline analytics, or financial planning cycles.
  • Experience working on monetization, pricing, packaging, consumption models, or GTM strategy for AI, platform, or usage-based products.
  • Experience using advanced AI tools, copilots, or agent frameworks to accelerate research, synthesis, narrative development, and stakeholder communication.

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 not only shape the future — but to 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 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 Statement

Salesforce 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: https://www.salesforcebenefits.com.Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.

At 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 $123,100 - $186,300 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $147,400 - $202,600 annually.

The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.