Research Lead, Customer Insights

Salesforce Salesforce · Enterprise · Atlanta, Indiana - Indianapolis, GA

Salesforce is seeking a Research Lead for their Customer Insights team, focusing on buyer insights and thought leadership. This role involves leading primary research projects, synthesizing findings, and driving stakeholder alignment. A key requirement is the ability to leverage AI tools to enhance research processes, from design to storytelling, and to bring a curious, experimental mindset to AI's application in research.

What you'd actually do

  1. Lead Buyer Insights Research: Design and execute research that builds a deep understanding of Salesforce's buyers (e.g., CIO, CDO studies), their motivations, pain points, and decision-making dynamics to deeply inform internal decision-making and strategic marketing for key products like Agentforce. Translate findings into recommendations that inform go-to-market strategy, product marketing, and competitive positioning.
  2. Drive Thought Leadership Research Studies: Lead your portion of the team's major public-facing research projects, including large-scale annual "State of" reports (e.g., State of Service, State of IT). Manage the full lifecycle from study design through external publication, working closely with PR and Marketing to ensure findings are accurate, compelling, and ready for the world.
  3. Design and Execute Mixed-Method Studies: Translate business questions into research plans that draw on the right mix of qualitative and quantitative methods. Work with external suppliers for most studies, and get hands-on when speed demands it, whether that means programming a survey or pulling a crosstab yourself.
  4. Synthesize Across Studies: Connect dots across buyer insights, thought leadership findings, and other team research to surface integrated conclusions. The most valuable insights often live at the intersection of multiple studies.
  5. Drive Stakeholder Alignment and Research Strategy: Scope studies with a clear point of view on what they'll answer and why it's worth the investment. Communicate the value of proposed studies to stakeholders, connecting research to decisions they already care about and outcomes they're already on the hook for. Proactively engage stakeholders to ensure research is scoped, prioritized, and positioned to drive real decisions.

Skills

Required

  • Strong research instincts
  • Curiosity about buyers and the broader market landscape
  • Drive to turn findings into stories that influence real decisions
  • Experience using AI to accelerate and enhance research work
  • Design and execute primary research
  • Synthesize across studies
  • Data visualization and storytelling
  • Manage suppliers and research partners
  • AI fluency

Nice to have

  • Qualitative research methods

What the JD emphasized

  • Experience using AI to accelerate and enhance research work is a must
  • Use AI to stay on top of the space and surface signals that make your research richer and more actionable
  • Leverage AI to Scale Your Impact
  • You've built workflows around AI tools and have a point of view on what works