Senior Research Operations Lead, Research & Insights

Salesforce Salesforce · Enterprise · San Francisco, Georgia - Atlanta, Illinois - Chicago, CA

This role is a Senior Research Operations Lead focused on recruiting participants for user research studies within Salesforce's AI CRM product. The primary responsibility is to identify, engage, and recruit high-quality participants to gather user feedback and insights, which will inform product development and improve customer sentiment. The role involves managing the recruitment lifecycle, building participant panels, partnering with researchers, and potentially managing external vendors. While the company heavily emphasizes AI and uses AI tools in recruiting, the core function of this role is operational and focused on research support, not direct AI/ML model development or deployment.

What you'd actually do

  1. Source and recruit participants for qualitative and quantitative research studies, including interviews, usability tests, surveys, and focus groups.
  2. Manage the full recruitment lifecycle: outreach, screening, scheduling, confirmation, and follow-up.
  3. Build and maintain a diverse panel of research participants across various demographics, personas, and customer segments.
  4. Develop and manage tracking systems to ensure data quality, participant history (to prevent over-sampling), and privacy compliance.
  5. Partner with researchers to understand specific study requirements and develop tailored recruitment strategies.

Skills

Required

  • 5+ years of recruiting experience, specifically focused on research operations, user research, or customer insights
  • Experience navigating the complexities of recruiting in a B2B/Enterprise environment (e.g., reaching IT Admins and decision-makers)
  • Strong skills in managing multiple high-priority recruitment projects simultaneously with meticulous follow-through
  • Excellent written and verbal communication skills with a focus on “being a great host”—ensuring every user has a pleasant experience with Slack Research
  • Familiarity with research recruiting tools and CRM systems (e.g., Ethnio, UserInterviews, Salesforce, or Qualtrics)
  • A deep commitment to building diverse and inclusive participant pools

What the JD emphasized

  • recruiting experience, specifically focused on research operations, user research, or customer insights
  • recruiting in a B2B/Enterprise environment
  • managing multiple high-priority recruitment projects simultaneously