Description
Role Description
The Customer Success Adoption team is looking for a highly driven and collaborative Director to lead research and strategy for Marketing Cloud Adoption. This is a high-impact, cross-functional role that blends rigorous research, data analysis, and executive-level communication to accelerate how customers realize value from their investment in Salesforce.
As part of a fast-paced and high-performing team, you will build adoption strategies grounded in customer behavior, industry trends, and Salesforce best practices. You’ll lead qualitative and quantitative research efforts, analyze usage patterns across customer cohorts, and synthesize insights into strategic recommendations that influence product, customer success, and executive stakeholders alike.
Sample Projects You’ll Lead
- Define adoption excellence strategies using “lookalike” customer cohorts to scale what works
- Build frameworks to reach admin and business users, capture goals, and measure progress toward business value
- Execute bridge plans that transition current customer success practices into future-state scalable models
- Lead industry research studies to inform Customer Success innovation across product lines
- Deliver high-impact presentations and narratives that engage VP- and SVP-level leaders with actionable insights
Your Impact
- Drive product adoption strategy through a combination of customer data, industry benchmarking, and Salesforce success patterns
- Translate complexity into executive-ready content that influences decisions at the highest levels
- Proactively identify trends, risks, and opportunities across the customer base to shape enterprise-wide strategy
- Partner across functions—including Product Management, Marketing, Data & Analytics, and Customer Success—to align on metrics and adoption frameworks
- Build scalable research programs that inform both near-term actions and long-term success motions
What We’re Looking For
- 10+ years in management consulting, strategy, or customer success roles focused on B2C SaaS
- Proven ability to generate strategic insights that drive measurable business outcomes
- Strong analytical skills with the ability to identify trends, build frameworks, and guide decisions through data
- Exceptional executive communication skills and comfort engaging senior leaders with clarity and confidence
- Deep experience leading qualitative and quantitative research in a business setting
- Skilled at cross-functional collaboration and navigating complex organizations with agility and influence
- Familiarity with CRM, SaaS adoption models, and the Salesforce ecosystem (Marketing Cloud a strong plus)
Preferred Qualifications
- MBA or advanced degree in business, analytics, or related field
- Proficiency in SQL and data visualization tools (e.g., Tableau)
- Experience with Excel-based modeling, cohort analysis, and business case development
- Passion for AI, innovation, and the future of customer success
Why Join Us?
This is more than a strategy role—it’s your chance to shape how Salesforce helps customers move from purchase to real, measurable value. If you thrive at the intersection of insight and influence, strategy and storytelling, we’d love to meet you.