Salesforce

Functional Planning and Strategy, Senior Coordinator

Indiana - Remote Full time

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

Marketing & Communications

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.

At the center of Salesforce’s marketing strategy, our strategic events are known around the globe as best in class. As the Business Analyst supporting the Strategic Events Finance and Marketing Operations team, you’ll play a key role in keeping the team organized, on track, and efficient in delivering operational and financial excellence across programs.

This role requires strong administrative, coordination, and communication skills to support complex cross-functional initiatives and ensure timely execution of critical business processes.

Key responsibility areas include:

  • Support the Strategic Events Finance and Marketing Operations team across programs such as

    • World Tours and Essentials

    • Dreamforce

    • Global Third-Party Events

  • Assist in coordinating budget and spend processes including data entry, invoice tracking, PO submissions, and reporting support

  • Maintain accurate and organized documentation in internal systems and shared drives

  • Coordinate cross-functional meetings, agendas, and follow-up action items

  • Liaise with internal partners (Procurement, Finance, Marketing Operations) and external agency teams to support contract processing and financial documentation

  • Submit and track Purchase Requisitions (PRs), Purchase Orders (POs), and Change Orders in internal systems (e.g., Coupa)

  • Monitor invoice processing and support reconciliation efforts in partnership with finance

  • Provide administrative support for internal reporting, calendar management, file organization, and logistics planning

  • Support ad hoc data collection or analysis tasks & deck building as needed

Experience / Skills Required:

  • 3+ years of experience in administrative or financial coordination roles, preferably in marketing, events, or finance organizations

  • Comfortable navigating systems such as Coupa, Budgetforce, Salesforce, or similar procurement/finance tools (or ability to learn quickly)

  • Strong organizational skills and attention to detail

  • Proficiency with Google Workspace and Microsoft Office (particularly Google Sheets / Excel)

  • Effective verbal and written communication skills

  • Self-starter with a collaborative mindset and ability to multitask in a fast-paced, deadline-driven environment

  • Familiarity with purchase orders, invoices, or budget tracking processes is a plus

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.

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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.