Salesforce

Lead Researcher, Platform Automation

Salesforce$172K — $260K *
Enterprise Technology
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years in UX, product design, or technology research, with 2 years in a large organization.
  • Proficient in qualitative and quantitative research methods and tools.
  • Experience influencing product strategy with actionable insights.
  • Ability to manage and communicate both strategic and tactical research.
  • Strong skills in project management, storytelling, and presentations.
  • Comfortable collaborating with globally dispersed teams and understanding market nuances.
  • Degree in a field related to human behavior or research-focused business discipline.

Responsibilities

  • Scope and manage full research initiatives from planning to execution.
  • Synthesize and translate research findings into actionable insights and narratives.
  • Partner with cross-functional teams to drive data-informed product strategies.
  • Conduct diverse research types including surveys and in-depth interviews.
  • Work within fast-paced, sometimes ambiguous projects, focusing on outcomes.
  • Integrate AI tools to enhance research efficiency and efficacy.
  • Uphold data integrity and ethical standards in research practices.
  • Mentor and promote collaboration within the Research & Insights organization.

Benefits

  • Comprehensive benefits package including well-being reimbursement and generous parental leave.
  • Access to world-class training and enablement resources.
  • Regular coaching and exposure to executive thought leaders.
  • Opportunities to volunteer and participate in community giving initiatives.
Full Job Description

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

User Experience

Job Details

Research & Insights (R&I) is a core function within the Experience organization, and a strategic partner to User Experience (UX) designers, product management, engineering, and go-to-market teams across Salesforce. We are passionate about understanding and solving our customers’ issues, using data-driven insights to create experiences that delight. We balance big-picture thinking with detailed craft, and we shape the future of Salesforce for the benefit of millions of end users.

Job Description

We are seeking a Lead Researcher to support Automation Services and Developer Experiences. Automation Services is the team behind Flow Builder and the automation layer that powers Agentforce. Millions of admins and developers build on these tools every day, running over 600 billion automations a month. Developer Services is the team behind the APIs, tools, and integration capabilities that empower developers to build, test, and release applications on the Salesforce Platform with confidence and efficiency. As these processes become agentic — where users increasingly instruct and collaborate with AI across their workflows — we are looking for a Lead Researcher to help keep customers at the center of the innovation.

The researcher will distill complex problems into insights that inform product, design, development and business decisions. The ideal candidate will have domain expertise in enterprise platform solutions and one or more related topics such as platform automation, workflow, low-code/no-code building tools, developer building tools, and integration. Candidates should also have some experience and understanding of Generative AI and related technologies. 

This role will work cross-functionally across highly technical teams, helping to root strategy in action; manage collaborative efforts across multiple research initiatives; and focus on customer value above all else. We require familiarity with enterprise software, particularly “as-a-service,” and its evolving personas (e.g., Admins, Developers, Data Analysts, Business Users, CIOs, CDOs, CTOs). Candidates must have mixed-methods expertise, understanding how to leverage qualitative and quantitative approaches to distill complex problems into clear insights driving product and business strategy. 

Your Impact and Responsibilities

  • Scope and drive full research initiatives, including planning, developing, and executing studies, managing stakeholders, triangulating data, and translating insights into actions.

  • Synthesize research findings into actionable insights by creating narratives to frame problems and highlight the business value of recommended solutions.

  • Proactively partner with senior management across cross-functional teams, including product, design, engineering, and customer success to identify and advocate for product strategy rooted in data and customer insights. 

  • Conduct strategic, generative, and evaluative research using the appropriate mix of research methods, from large-scale survey design to in-depth interviews. 

  • Work on fast-paced and oftentimes ambiguous projects and programs, requiring attention to detail and working within constrained timelines, by staying true to scope and focusing on end goals and outcomes.

  • Shepherd the integration of AI tools (e.g., Claude, Gemini) to accelerate the research lifecycle. You’ll be responsible for separating "AI noise" from meaningful signals, validating AI-generated outputs for accuracy, and crafting interactive prototypes, dashboards, and research workflows with AI tooling. 

  • Ethical Stewardship: Maintain the highest data integrity and ethical research standards, particularly as we navigate the complexities of AI bias, privacy, and "ethical imagination" in product development.

  • Contribute to our broader Research & Insights organization through mentorship, cultivating and teaching craft and methodology, and facilitating deep collaboration across individuals and teams

Minimum Requirements

Please include a portfolio of 1-2 research projects with details of your direct contributions with your application. 

  • 7+ years of hands-on experience in UX, product design, or technology research, with at least 2 years in a large, matrixed organization.

  • AI Fluency: A working grasp of how AI systems fail and learn. You know when to deploy AI for efficiency and when the "human in the loop" is non-negotiable.

  • Advanced understanding of research methods (qualitative and quantitative) and best practices, and familiarity with a broad range of user research tools

  • Proven track record influencing product direction and strategy with actionable insights

  • Ability to plan, design, execute and communicate both strategic and tactical research engagements

  • Ability to structure and lead internal and external workshops and analyze the outcomes to provide insight for stakeholders

  • Experience working in cross-functional teams (e.g. customer success, solution architects, design, product management, engineering, marketing)

  • Excellent project management, communication, storytelling, and presentation skills

  • Global Collaboration: Comfortable working with and across globally dispersed teams (AMER/APAC) and navigating the nuances of different market needs.

  • Understanding of the software development lifecycle.

  • Educational Foundation: University degree in a field emphasizing human behavior (e.g., Psychology, Anthropology, HCI) or a research-focused business discipline.

Benefits & Perks

  • Comprehensive benefits package including well-being reimbursement, generous parental leave, adoption assistance, fertility benefits, and more!

  • World-class enablement and on-demand training with

  • Exposure to executive thought leaders and regular 1:1 coaching with leadership

  • Volunteer opportunities and participation in our 1:1:1 model for giving back to the community

  • For more details, visit

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 andbe your best, and our AI agents accelerate your impact so you cando 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.

About Salesforce

ExactTarget is a provider of on-demand email marketing software solutions. Their suite of on-demand one-to-one marketing applications enables clients to send business-critical and event-triggered communications to increase sales, optimize marketing investments, and strengthen customer relationships. They offer four editions of their on-demand software application along with integrated solutions such as ExactTarget for AppExchange and ExactTarget for [Microsoft](/organization/Microsoft) Dynamics CRM.

Salesforce Careers

Joining Salesforce means becoming part of a dynamic, global team of professionals who are deeply committed to driving customer success and innovation. As the world's leading Customer Relationship Management (CRM) platform, Salesforce offers unparalleled job opportunities in technology and consulting, making it an ideal place for ambitious individuals looking to make a significant impact.

Work You'll Do

At Salesforce, every position is a chance to leverage your skills and creativity to transform businesses and industries. Our diverse team of experts collaborates to deliver cutting-edge solutions that foster growth and enhance leadership capabilities. By joining our team, you'll be at the forefront of digital innovation, using Salesforce's powerful platform to help clients navigate their transformation journeys.

Innovate and Lead

Salesforce is not just a company; it's a community where you can lead with your ideas and see them come to life. Our culture of innovation encourages you to challenge the status quo and push the boundaries of what's possible. With Salesforce, you'll work alongside leaders in technology and business who are committed to your growth and professional development.

Career Growth and Opportunities

Whether you're looking for an internship, a full-time position, or leadership roles, Salesforce provides a wealth of opportunities to advance your career. Our commitment to professional growth is reflected in our robust training programs, including leadership development and diversity training, designed to help you excel at every stage of your career.

Be Part of a Great Team

Salesforce prides itself on a culture that values diversity, teamwork, and open communication. We believe that our strength lies in our people, and we're committed to creating an environment where everyone can thrive. Joining our team means being part of a supportive community that encourages networking and collaboration.

Benefits and Culture

At Salesforce, we understand that job satisfaction extends beyond the office. That's why we offer competitive benefits to support the health, well-being, and financial security of our employees and their families. From health insurance and retirement plans to wellness programs and flexible working arrangements, we provide the benefits that contribute to a better work-life balance.

Explore Job Opportunities

Ready to take the next step in your career? Explore the wide range of employment opportunities at Salesforce. From technical roles to customer engagement positions, we are continuously hiring talented individuals who are passionate about making a difference.

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Learn more about Salesforce
Size
73,541 employees
Market Cap
$130.4 billion
Industry
Net Income
$4 billion
Founded
2000
5 Year Trend
+25.7%
Revenue
$21.2 billion
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