Resource Planning & Readiness Manager

Why This Role Matters

This role improves staffing efficiency, forecasting accuracy, and resource utilization by ensuring every opportunity entering the staffing process has:

• Complete and accurate Resource Plans
• Validated roles and skill requirements
• Required leadership approvals
• Alignment between all tools, including Salesforce forecasts and Resource Plans
• Early visibility into niche skill and/or contractor demand

The result is faster staffing decisions, reduced rework, and improved forecast reliability across the services organization.

Core Responsibilities

Resource Plan Governance

• Own the Resource Plan (RP) review, validation, and approval process prior to staffing.
• Validate proposed roles, skills, staffing assumptions, and effort estimates for completeness and accuracy.
• Ensure all required Practice Leader approvals are obtained, including multi-cloud or cross-practice Resource Plans.
• Confirm Resource Plans remain synchronized with Salesforce forecasts, estimators, and opportunity updates.
• Identify scope changes or forecast misalignment and coordinate updates before opportunities reach Commit or Closed Won.

Opportunity Readiness

• Review opportunities for staffing readiness and ensure resource requirements accurately reflect delivery scope.
• Challenge unclear, uncommon, or inconsistent role requests by partnering with Sales Engineering, Account Executives, Delivery, and Practice Leadership to clarify staffing needs.
• Identify specialty skill requirements, contractor demand, and upcoming capacity needs, providing Resource Management with early visibility.
• Monitor pipeline health and proactively identify staffing risks before they impact delivery timelines.

Cross-Functional Collaboration

• Serve as the primary liaison between Sales, Delivery, Practice Leadership, Operations, and Resource Management for Resource Plan readiness.
• Meet regularly with Resource Management to review pipeline readiness, high-priority opportunities, staffing risks, and upcoming demand.
• Partner with Operations to initiate consultant background checks or other pre-deployment requirements when applicable.
• Support the Resource Management team throughout the staffing process by ensuring opportunity information remains accurate and current as deals progress.

Qualifications

• Bachelor's degree in Business, Finance, Operations, Administration, or a related field, or equivalent experience.
• 2+ years of experience in resource management, staffing, deployment, workforce planning, or professional services operations within a consulting or technology services organization.
• Experience working within the Salesforce ecosystem or another software and technology services environment preferred.
• Working knowledge of the Salesforce platform and professional services delivery lifecycle.
• Strong understanding of professional services resource planning, capacity management, and staffing processes.
• Broad understanding of Salesforce consulting roles and technical skill sets to effectively validate project resource requirements.
• Exceptional attention to detail with the ability to manage multiple priorities in a fast-paced, evolving environment.
• Strong analytical and problem-solving skills with the confidence to challenge assumptions and resolve inconsistencies.
• Excellent communication and stakeholder management skills, with the ability to influence Directors and senior leaders across Sales, Delivery, and Operations.
• Comfortable operating in a growing organization where processes continue to evolve and improve.