Description
Sr. Director, Chief of Staff and Customer Engagement for the Global President Professional Services
The Chief of Staff acts as a strategic partner and "force multiplier" for the President of Professional Services. You will align with the President’s strategy and collaborate across the organization to ensure that priorities are executed and translated into measurable business impact. A primary focus will be working directly with customers, account teams and other COS across Professional Services, Sales, Product, Engineering and Customer Success to ensure that the President is accessible, responsive, and continuously connected to customers. This is a high-visibility leadership role requiring a blend of emotional intelligence, executive presence, excellent communication skills, and the ability to influence without authority across a matrixed global organization. This role requires the ability to orchestrate many items while also being able to zoom into and out of details quickly to ensure information is being surfaced to the Professional Services President in a timely manner.
Core Responsibilities
Professional Services & Customer Engagement
Customer Engagements: In this pivotal role, you will be instrumental in ensuring the President of Professional Services is continuously and meaningfully connected with both our valued employees and strategic customers. You will craft and execute strategic engagement initiatives that foster deep understanding, build trust, and drive positive outcomes for both our internal teams and external customers. This is a highly visible role with direct access to top execs across Salesforce.
Market Leadership: Partner with Marketing, PR and Communications to map the President’s external communication driving thought leadership across our Products and Industries such as Agentforce, Data 360 and Life Sciences, Professional services and to amplify Customer Success Stories.
Customer Advocacy: Oversee customer participation in major events (e.g., Dreamforce) and ensure the Services teams are prepared to address customer pain points. Orchestrate and coordinate customer engagement follow-up actions and communications as needed across the organization.
Customer Communication: Ghostwrite customer communications and email outreach as requested by the account team or required as a follow-up from customer engagement. Ensure ongoing executive-level communications.
Customer Portfolio: Build and optimize the strategic customer and partner portfolio on an annual and quarterly basis, working closely with Sales and T&P leadership.
Customer Impact: Create key measures of influence to communicate the impact the Professional Services is having across all customer engagements.
Special Projects & Philanthropy: Lead high-impact initiatives for the Office of the President, including philanthropic priorities and culture-building programs across a global, often remote, workforce.
Business and Organizational Alignment
Office of the President: Assist with managing the "operating cadence" for the Office of the President together with the Principal Executive Assistant. Work closely with the EVP of Strategy & Operations and the President’s EA to drive Global Leadership Meetings, Quarterly Business Reviews (QBRs), OU Summits, Deal Reviews and Delivery excellence deep-dives.
Communication & Transparency: Manage information flow with urgency and discretion. Keep the leadership team and global workforce informed, working very closely with the communications leader for Global Professional Services.
Executive Communication & Advocacy
Briefing & Presence: Ensure the President is expertly briefed for every internal and external activity, including objectives and presentation content.
Information Flow: Manage the "air traffic control" of information, ensuring the right details surface to the President at the right time. Including connections with cross-company Chief of Staffs and Exec Communications lead.
Diplomatic Liaison: Represent the President in meetings as needed and coordinate between leadership (Services, Sales, Product & Engineering, Partners, ES, Exec Comms), and external partners to resolve escalations.
Qualifications
Experience: 10+ years of relevant experience (Strategy, Sales, Professional Services or CoS roles), with at least 5+ years in a strategic leadership capacity within a global software or consulting organization.
Services Acumen: Familiarity with the mechanics of a services business (e.g., utilization, margins, billable hours, and project lifecycle) and customers.
Execution Excellence: Proven ability to manage complex administrative and operational tasks with high attention to detail and process.
Technical Savvy: Deep competency in Salesforce applications and virtual collaboration tools. Strives to innovate leveraging the latest technologies in engaging with employees and customers.
Communication: Exceptional oral and written skills, with the ability to "zoom in and out" of details and communicate clearly with C-suite executives.
Salesforce Smart: Internal Salesforce experience or experience with the Salesforce application a plus.
Agility: Ability to work successfully at both the strategic level (long-term planning) and the tactical level (day-to-day firefighting).
Global: Ability to engage across cultures with customers, executives and teams, and to travel with the President as needed.
Education: BA/BS degree required; MBA or advanced degree preferred.
Additional Desired Skills/Traits
Strong executive presence.
Strong sense of urgency.
High attention to detail – ability to zoom in & out quickly
Passionate about customers.
Strong ability to execute and ability to know when to delegate.
Demonstrated ability to develop relationships with senior executives and lead through influence.
Exercises impeccable judgment, maturity, discretion, confidentiality.
High tolerance for ambiguity, complexity, and changing priorities.