Manager, Revenue Operational Transformation
Salesforce is hiring a Manager, Revenue Operational Transformation in Chicago, United States. It pays $117k-$178k a year and Level rates it ; you can apply on Salesforce.
Level's read on this job
- Little AI ●○○○ is how Level rates this role: aI is not part of the work.
- Tools and skills the posting cites include Agentforce, AI agents and process optimization.
- Level classifies it as a mid-level role.
- Level lists 1,500+ other open roles at Salesforce.
AI in this role
Drive financial operations modernization and revenue support transformations using data insights and AI technologies.
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
FinanceJob 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.
The Role
The Manager, Revenue Operational Transformation is a highly visible, strategic role dedicated to modernizing the operating models within our Revenue Deal Support and broader Revenue Management organization. We are looking for a strategic innovator to challenge the status quo, uncover hidden inefficiencies, and design solutions that enable our teams to scale seamlessly alongside the business. As the designated Revenue Management subject matter expert, you will partner closely with cross-functional teams, acting as our organization's key representative on multi-year enterprise initiatives.
This role bridges large-scale process innovation with deep accounting rigor, ensuring that new operating models are efficient, scalable, and do not introduce financial statement risk. With data-driven problem solving at the core of your daily routine, you will synthesize quantitative insights from reporting dashboards and AI technologies with qualitative, on-the-ground fact-gathering from key stakeholders. By bridging this gap, you will uncover hidden inefficiencies, drive structural solutions, and clearly quantify the success of new initiatives.
Responsibilities:
- Design, develop, and implement modernized operating models for the Revenue Deal Support and broader Revenue Management organizations to enable seamless scaling alongside business growth.
- Act as the business owner for critical quote-to-cash processes within the Revenue Deal Support team, assuming ownership for the efficiency and execution of operational workflows such as complex deal approvals, case management, and exception handling.
- Serve as the designated subject matter expert for the Revenue Management team, representing the organization's requirements and strategic interests on critical, multi-year enterprise initiatives led by cross-functional partners.
- Utilize reporting dashboards, data analytics solutions, and diverse AI tools on a daily basis to pinpoint process friction, uncover hidden inefficiencies, and translate complex data into actionable operational strategy.
- Continuously monitor the health of revenue management operations to proactively spot operational bottlenecks and independently drive the design of corrective strategies.
- Apply deep accounting rigor to all operational changes and system innovations, ensuring that new processes optimize revenue management processes while understanding and reducing financial statement risk.
Required Qualifications
- Degree in accounting or relevant field or equivalent experience required; MBA or Masters’ degree is a plus.
- 5+ years of progressive experience in accounting with 2+ years in enterprise transformation or consulting/advisory roles.
- Proven experience driving process transformation and innovation at scale. Capable of both leading internal transformation projects and acting as a strategic advisor on initiatives driven by cross-functional partners. Experience with AI transformation initiatives is a strong plus, specifically implementing agentic automation and intelligent workflows within a Finance or Revenue organization.
- Deep understanding of key enterprise business processes, specifically Quote-to-Cash (QTC), with proven experience operating within a Sarbanes-Oxley (SOX) compliant environment.
- Strong end-to-end project management expertise, including strategic planning, workstream execution, milestone tracking, and executive reporting for complex initiatives.
- Proficiency in navigating Tableau or equivalent data analytics and visualization platforms.
- Proven ability to navigate ambiguity, tackle complex operational challenges creatively, and design innovative solutions.
- Exceptional written and verbal communication skills, with the executive presence to present to leadership, think on your feet, and constructively debate complex strategic decisions.
- High degree of adaptability, with a demonstrated ability to thrive in a dynamic, rapidly evolving, and high-growth enterprise environment.
Preferred Qualifications:
- A strong blend of public accounting and enterprise industry experience.
- Direct experience with Revenue Recognition (ASC 606).
- Hands-on experience operating within the Salesforce platform/ecosystem.
- Strong business acumen, with the agility to quickly grasp complex company operations and strategic objectives.
- Exceptional relationship-building skills, with a track record of earning trust, influencing stakeholders, and partnering effectively with cross-functional executives.
- Highly organized, with a proven ability to effectively prioritize and seamlessly manage competing goals across multiple strategic initiatives.
- Building dashboards in Tableau or equivalent data analytics and visualization platforms
- Collaborative team player who excels in virtual, global, and cross-functional environments, actively championing diversity of team, thought, and perspective.
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.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 $117,400 - $177,600 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.How we rate this
Manager, Revenue Operational Transformation at Salesforce rates 30 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.
Little AI. AI is not part of the work.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.
Prepare for this job
Built from this posting and from similar jobs on Level.
Skills and AI tools this role asks for
Questions you could be asked
- How do you decide when an AI agent can act on its own versus asking for approval first?
- Tell me about a project where process optimization was part of your work. What did you do?
- Tell me about a project where accounting was part of your work. What did you do?
- Tell me about a project where data analysis was part of your work. What did you do?
- Tell me about a project where operational transformations was part of your work. What did you do?
Adapt your resume
- List these exact terms on your resume: AI agents, Process Optimization, Accounting, Data Analysis, and Operational Transformations. An applicant tracking system matches the wording, not the idea.
- Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.
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