Senior/Lead/Principal Researcher - Unified Platforms

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About Salesforce

We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too - driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you've come to the right place.

Senior/Lead/Principal Researcher - Unified Platforms
Office hybrid in San Francisco or Seattle

Role Description
The Unified Platforms Research & Insights team focuses on products and experiences that enable our customers to have seamless, streamlined, and scalable platforms that power their businesses. We support product strategy, user experience, and customer success across core infrastructure and services, data, integration, AI, and analytics to redefine the future of enterprise software and evolve the way we work.

We are seeking Senior/Lead/Principal Researchers who can distill complex problems into insights that inform product, design, development, and business decisions. The ideal candidate will have domain expertise in AI and data platforms - think unstructured data and metadata processing, AI guardrails and governance, Agent building and observability, and API management and integrations. This role will work cross-functionally across highly technical teams, helping to root strategy in action; manage collaborative efforts across multiple research initiatives; and focusing on customer value above all else. We require familiarity with enterprise software, particularly "as-a-service," and its evolving personas (Administrators, Developers, Data Engineers, BI, IT, CIOs, CDOs). Experience with enterprise AI adoption, data solutions and integration capabilities, along with advanced competency across mixed research methods, will be a value add.

We currently have multiple open roles on our team. To facilitate the identifying the best team match, please include a portfolio of 1-2 research projects with details of what you directly contributed to.

Sound like you? Then you're someone we want to work with. Join our amazing team and you will get to work with some of the best and most talented. You will find startup-like scrum teams, consumer-style innovation, and the opportunity to deliver great experiences to millions of end-users. And, by the way, you will work for a company that has been named - 10 years running - in Fortune 100 Top Places to work.

Your Impact

• Scope and drive full research initiatives, including planning, developing, and executing studies, managing stakeholders, triangulating data, and translating insights into actions
• 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
• Synthesize research findings into actionable insights by creating narratives to frame problems and highlight the business value of recommended solutions
• Work on fast-paced and often 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
• Contribute back to the broader Research & Insights organization through mentorship, cultivating and teaching craft and methodology, and facilitating deep collaboration across individuals and teams

Minimum Requirements

• 4-10+ years of experience (4-5 for Senior, 6-8 for Lead, 8-10+ for Principal) conducting research in product research, user research, market research, or other technology contexts
• Advanced understanding of research methods (qualitative and quantitative) and best practices, and familiarity with a broad range of user research tools
• Advanced understanding in survey methodologies and tools (i.e. MaxDiff, Conjoints, segmentation, advanced analytics, SPSS, R)
• 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
• A related technical degree is required

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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.