Dublin, Leinster, Ireland · Hybrid
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 Finance Job Details About Salesforce Salesforce is the #1 A…
Skills: Treasury Reporting, AI Automation, Tableau, Financial Data Validation, TMS
Sweden · Remote OK
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 Sales Job Details About Salesforce Salesforce is the #1 AI …
Skills: Enterprise Software Sales, Data Management, Data Integration, MEDDPICC, Value-Based Selling
San Francisco, California, United States · Hybrid
$89k–$198k/yr
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 Sales Job Details About Salesforce Salesforce is the #1 AI …
Skills: AI Agent Development, Full-stack Development, Prompt Engineering, Python, JavaScript
San Francisco, California, United States · Hybrid
$171k–$289k/yr
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 Sales Job Details About Salesforce Salesforce is the #1 AI …
Skills: People Leadership, Technical Consulting, Generative AI, Prompt Engineering, Software Engineering
San Francisco, California, United States · Hybrid
$143k–$237k/yr
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 Sales Job Details About Salesforce Salesforce is the #1 AI …
Skills: Partner Enablement, Technical Product Training, Project Management, Cross-functional Collaboration, AI Technologies
Casablanca, Casablanca-Settat, Morocco · Hybrid
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 Data Job Details About Salesforce Salesforce is the #1 AI C…
Skills: Tableau, SQL, Snowflake, Data Modelling, Python
Atlanta, Georgia, United States · Hybrid
$119k–$164k/yr
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 Data Job Details About Salesforce Salesforce is the #1 AI C…
Skills: Data Analysis, Tableau, Snowflake, SQL, Data Storytelling
Ciudad de México, Mexico · Hybrid
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 Program & Project Management Job Details About Salesforce S…
Skills: Program Management, Sales Enablement, Executive Communication, Stakeholder Management, Data Analysis
Munich, Bavaria, Germany · Hybrid
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 Sales Job Details About Salesforce Salesforce is the #1 AI …
Skills: Enterprise SaaS Sales, C-Level Engagement, Strategic Account Planning, Matrix Leadership, Value-Based Selling
McLean, Virginia, United States · Hybrid
$142k–$236k/yr
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 Sales Job Details About Salesforce Salesforce is the #1 AI …
Skills: Enterprise Software Sales, Account Management, Solution Selling, C-Level Presentation, Pipeline Management
McLean, Virginia, United States · Hybrid
$156k–$236k/yr
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 Sales Job Details About Salesforce Salesforce is the #1 AI …
Skills: Account Management, Enterprise Sales, Solution Selling, Pipeline Management, C-Level Presentation
Gurgaon, Haryana, India · On-site
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 Sales Job Details About Salesforce Salesforce is the #1 AI …
Skills: Enterprise Software Sales, Account Planning, Lead Qualification, Negotiation, Closing
Special capital Region of Jakarta, Java, Indonesia · On-site
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 Sales Job Details About Salesforce Salesforce is the #1 AI …
Skills: Full Cycle Sales, Solution Selling, Business Development, Account Strategy, Territory Planning
Dublin, Leinster, Ireland · Hybrid
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 Customer Success Job Details About Salesforce Salesforce is…
Skills: Technical Support, German Fluency, Apex, VisualForce, Lightning Web Components
Tokyo, Japan · Hybrid
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 Development & Strategy Job Details About Salesforce Salesfo…
Skills: Quote-to-Cash Operations, Commercial Deal Desk, Sales Operations, Financial Analysis, Japanese Proficiency
England, United Kingdom · Hybrid
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 Sales Job Details About Salesforce Salesforce is the #1 AI …
Skills: SaaS Sales, New Business Development, Account Management, Public Sector Sales, Complex Sales Cycles
Mumbai City, Maharashtra, India · On-site
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 Sales Job Details About Salesforce Salesforce is the #1 AI …
Skills: Solution Design, Customer Engagement, Strategic Roadmapping, Business Consulting, Technical Consulting
Singapore, Singapore · Hybrid
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 Sales Job Details About Salesforce Salesforce is the #1 AI …
Skills: Full Cycle Sales, Solution Selling, New Business Development, Account Strategy, Territory Planning
Munich, Bavaria, Germany · Hybrid
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 Sales Job Details About Salesforce Salesforce is the #1 AI …
Skills: Enterprise Software Sales, Healthcare Industry Expertise, Life Sciences Industry Expertise, Value-Based Selling, Strategic Account Management
London, England, United Kingdom · Hybrid
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 Customer Success Job Details About Salesforce Salesforce is…
Skills: Customer Success Management, Stakeholder Management, Technical Consulting, SaaS Platform Management, Executive Communication
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The role focuses on owning Tableau dashboards and financial reporting for treasury operations while leading the implementation of AI-assisted workflows. It involves ensuring data quality across global financial systems and delivering analytical insights to senior management.
Candidates need 2-4 years of experience in treasury, financial reporting, or data analytics with a strong passion for AI and automation. A bachelor's degree in Business, Finance, Economics, or Computer Science is required, along with proficiency in Tableau.
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.
Salesforce has an exciting opportunity within our Global Treasury and Finance Operations team, responsible for building and running the reporting, automation, and data infrastructure that powers our middle office. Key responsibilities include owning Tableau dashboards and financial reporting across treasury operations, leading AI and automation workflow implementation, and ensuring data quality across global financial systems and data lakes. The role plays a central part in cross-functional treasury projects — from system integrations and testing data lakes — while delivering analytical insights to senior management. This is a unique opportunity to define what modern, AI-enabled treasury reporting looks like at Salesforce scale.
Key Responsibilities
Treasury Reporting & Dashboard Ownership
Produce reports and KPIs for the management team with a focus on automation and self-service data
Own and maintain Tableau dashboards for treasury activities, treasury operations, liquidity management, and middle office
Build Tableau reports from our data lakes; maintain and develop other treasury reports in financial and TMS systems
Contribute to monthly management reporting and treasury reporting presentations
AI Adoption - Core of This Role
Build, test, and improve AI-assisted workflows across team processes - not just use AI, but design how our team uses it
Implement automated reconciliation workflows: cross-system checks, exception surfacing, and alert logic for daily routines
Build AI-powered data quality checks across systems: automated consistency validation across treasury data sources
Design dashboard automation: AI-generated commentary, staleness alerts, and automated testing on refresh
Own the team's AI process log: document every automation, time saved, quality improvement, and lesson learned
Identify new automation opportunities across all team processes; prototype, test, and roll out treasury processes improvement
Reporting & Data Quality
Build and improve financial reports supporting treasury operations across all systems
Own data quality checks across various treasury projects; contributing with treasury system validation and testing
Contribute to and deliver automation and reporting improvement projects, partnering with stakeholders from requirements through implementation
Support ad hoc analysis and project deliverables across Treasury, including ownership of of some bank fee processes for AI reporting
Contribute to monthly management reporting and treasury reporting presentations
Act as a key backup across the Treasury Reporting and Innovation team, ensuring continuity of critical processes and supporting a culture of cross-training and collaboration
Ad-hoc SOX controls support across owned reporting processes, making sure audit trail documentation is always current
2–4 years in Treasury, financial reporting, or data analytics
Genuine passion for AI and automation - this is core to the role, not a nice-to-have
Good knowledge of Tableau or similar skills: build, maintain, and troubleshoot complex reporting suites
Working knowledge of data quality and financial data validation across multiple systems
Familiarity with TMS and ERP platforms — Workday and a strong plus
Comfortable using AI tools as part of daily workflow and automate your work - programming languages is an advantage.
BA/BS in Business and Finance, Economics, Computer Science or related field
Experience in a global technology or multinational treasury function
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.
We're the #1 AI CRM—where humans with agents drive customer success together with AI, data, and Customer 360 apps on one platform. Privacy Statement: http://www.salesforce.com/company/privacy/
Offices: 415 Mission St, San Francisco, California 94105, US · 1 Market, Staines, Switzerland, CH · 1 Market, Singapore, Singapore 038989, US · 1-1-3 Marunouchi, Chiyoda-ku, Tokyo 100-0005, JP · Erika-Mann.Straße 63, Munich, 80636, DE
We're the #1 AI CRM—where humans with agents drive customer success together with AI, data, and Customer 360 apps on one platform. Privacy Statement: http://www.salesforce.com/company/privacy/
Offices: 415 Mission St, San Francisco, California 94105, US · 1 Market, Staines, Switzerland, CH · 1 Market, Singapore, Singapore 038989, US · 1-1-3 Marunouchi, Chiyoda-ku, Tokyo 100-0005, JP · Erika-Mann.Straße 63, Munich, 80636, DE
