Cx Operations Specialist

Summary

Join BambooHR's Customer Experience team as a CX Operations Specialist! This hybrid Utah-based position requires Salesforce expertise to configure, deploy, and administer platforms, enhancing customer success. You will collaborate cross-functionally, solve complex problems, and provide scalable solutions. Responsibilities include optimizing Salesforce operations, driving collaboration, supporting users, enhancing system performance, managing data integrity, adapting to changing priorities, and contributing to process improvements. A background in operations, sales operations, or customer success, along with Salesforce administration experience, is required. Salesforce certifications and experience in CX are preferred. BambooHR offers excellent benefits, including paid time off, health benefits, retirement plans, and professional development opportunities.

Requirements

• 2+ years of experience in operations, sales operations, or customer success operations
• At least 1 year of experience working in a role with direct Salesforce administration or heavy Salesforce usage
• Bachelor’s degree in Business, Information Systems, or a related field (or equivalent experience)
• Salesforce Expertise – Strong understanding of Salesforce configuration, workflows, automation, reporting, and best practices
• Problem-Solving Mindset – Ability to assess business needs, identify challenges, and create multiple potential solutions with clear trade-offs
• Data-Driven Decision Making – Ability to analyze system performance, customer data, and process efficiency to drive improvements
• Process Optimization & Attention to Detail – Comfortable designing, implementing, and refining workflows within Salesforce and other tools
• Collaboration & Communication – Strong ability to work cross-functionally and communicate technical concepts to non-technical stakeholders
• Ability to Work in a Fast-Paced Environment – Adaptability, quick thinking, and comfort with changing goals and priorities

Responsibilities

• Own and Optimize Salesforce Operations – Serve as the Salesforce expert on the team, ensuring efficient system administration, configuration, and optimization to support CX operations
• Drive Cross-Functional Collaboration – Work closely with Customer Success, CX Leadership, Product, and other teams to align system capabilities with business needs
• Support & Train Users – Manage day-to-day user support, troubleshoot issues, and provide training to ensure team members maximize their use of Salesforce and other CX tools
• Enhance System Performance – Monitor system integrity, optimize workflows, and develop best practices to improve efficiency
• Solve Business Challenges – Analyze business processes, identify pain points, and implement solutions using Salesforce and other tools
• Manage Data Integrity & Reporting – Maintain data hygiene, build dashboards, and generate reports to track key performance indicators (KPIs)
• Adapt to Changing Priorities – Thrive in a fast-paced environment, pivoting quickly when business needs shift
• Contribute to Process Improvements – Recommend and implement scalable solutions to enhance team efficiency and customer experience

Preferred Qualifications

• Salesforce Administration Certification – A huge plus!
• Experience in CX, Customer Success, or Sales Operations – Understanding of how operational systems impact customer engagement
• Technical Curiosity & Growth Mindset – Eager to learn new systems, tools, and best practices
• Proactive & Impact-Driven – You take initiative, own projects from start to finish, and drive measurable results
• Strong Business Acumen – Understanding of how Salesforce and other platforms contribute to overall business success

Benefits

• 4 weeks paid time off, 11 paid holidays, and we pay you to go on vacation
• Medical with HSA and FSA options, dental, and vision
• 401(k) with a generous company match, access to a personal financial planner, and both legal and life insurance
• Financial Peace University . We pay for a one year subscription and you walk away with financial savvy and a bonus
• Get paid to give your time to the community
• Educational Benefits . Whether you are a previous student, or currently enrolled in higher education, we can help cover some of those expenses
• Amazing Office Amenities . We’ve got incredible benefits at our Draper headquarters including a full size gym, pickleball courts, a great office cafe, and free fountain drinks!
• In-Person Onboarding! All new hires get to experience our in-person onboarding class, Bamboo Beginnings, at our Draper, UT headquarters!
• Flexible Work Models . In-office, work-from-home, or hybrid, depending on position and location