Renewals Programs User Experience

Salesforce•Chicago, IL

About The Position

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all. Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce. We're seeking a talented UI/UX Designer to craft intuitive, high-impact experiences for Renewal Managers working across Salesforce's renewals ecosystem. This role will focus on designing sophisticated system interactions that seamlessly integrate Agentforce AI capabilities, Tableau analytics, and Canvas graphic tools to streamline renewal workflows and drive customer success.

Requirements

5+ years of UI/UX design experience, preferably in B2B SaaS or enterprise software
Proven track record designing complex, data-driven applications for business users
Experience with design systems and creating scalable design patterns
Portfolio demonstrating systems-level thinking and end-to-end workflow design
Experience with Salesforce solutions such as: Sales Cloud, Service Cloud, Slack, Canvas, Data Cloud, Tableau, Tableau Next, Salesforce Reports and Dashboards
Expert proficiency in Figma, Sketch, or similar design tools
Strong understanding of user research methodologies and usability testing
Experience designing for AI/ML-powered features or conversational interfaces
Knowledge of data visualization best practices and analytics UX
Understanding of collaborative tools and real-time editing experiences

Nice To Haves

Experience designing for sales operations, customer success, or renewals teams
Familiarity with larger Salesforce platform and ecosystem
Background in designing Tableau dashboards or embedded analytics
Experience with Canvas or similar collaborative documentation tools
Understanding of enterprise software workflows and complex B2B processes
Experience with data systems such as Snowflake and Databricks

Responsibilities

Design end-to-end user experiences for Renewal Managers, focusing on simplifying the experience of complex workflows involving customer data analysis, renewal forecasting, and stakeholder collaboration
Create intuitive interfaces that integrate Agentforce AI recommendations, Tableau dashboards, and Canvas documentation into cohesive visuals
Develop design systems and patterns specific to renewals operations that scale across different user personas and use cases
Design conversational UI patterns for Agentforce interactions for internal and external constituents that enhance (not replace) the decision-making process
Create information architectures that surface the right data at the right time in the renewal lifecycle
Design for edge cases and exception handling in high-stakes renewal scenarios
Design systems to consolidate multiple data runs into intuitive interfaces to make rapid determinations.
Assist in notification and alerting strategies to allow users to make the best decisions of large data sets
Assist in redesign and enhancement of email notifications and how to represent user data to the customer
Consult on “Nudge Overload“ and best practices for throttling messaging or redesigning how messages are delivered timely to users
Partner with Renewal Managers, Sales Operations, and Product teams to understand pain points and opportunities
Conduct user research, usability testing, and workflow analysis specific to renewals processes
Collaborate with engineering teams to ensure design feasibility and optimal implementation
Work closely with the Experience Design leadership team (reporting to Sr. Director level) to align on design strategy
Design Agentforce agent interactions that provide actionable insights for renewal decisions
Create data visualization patterns that make Tableau analytics accessible and actionable for busy Renewal Managers
Create projected analysis visualizations that predict the future based on past data trends
Design Canvas templates and workflows optimized for renewal documentation and stakeholder alignment
Balance AI-generated recommendations with human oversight and control

Benefits

Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program.
More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume