Please Note: This is a Utah-based hybrid position which will require some regular in-office days each week. Additionally, employment with BambooHR is contingent on passing both a background and credit check.
Are you a problem-solver who thrives on leveraging technology to optimize business processes? Do you have a deep understanding of Salesforce and love using data to drive operational efficiency? If so, we want you to join our Customer Experience team as a CX Operations Specialist!
As the CX Operations Specialist at BambooHR, you’ll be responsible for configuring, deploying, and administering various platforms—especially Salesforce—to support and enhance our customer success efforts. You’ll collaborate cross-functionally, solve complex problems, and provide scalable solutions that improve efficiency and performance across the organization.
Essential Job Duties
- 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.
What You Need to Get the Job Done
Experience & Education
- 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.
- Background in SaaS, tech, or e-commerce is preferred.
- Bachelor’s degree in Business, Information Systems, or a related field (or equivalent experience).
Skills & Technical Proficiency
- 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.
What Will Make Us REALLY Love You
- 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.
What You'll Love About Us
- A Great Company Culture that has been recognized by multiple organizations like Inc, and Salt Lake Tribune
- Comprehensive health, life, and disability insurance
- Generous leave policies that include 4 weeks of vacation, 12 company holidays, parental leave, and volunteer time off so you can enjoy quality of life
- 401k plans with up to 6% company match
- $2000 Paid-Paid Vacation bonus
- EAP through Headspace
- Check out all our benefits that benefit you
About Us
At BambooHR, we're building something different: we're building a people intelligence platform that transforms HR and sets people free to do great work! We're a proven market leader driving innovation while building lasting success through thoughtful, sustainable growth. Here, you'll find a place that champions growth: both professional and personal, both individual and collective.
We invest in potential, giving you the space to stretch your capabilities and turn good ideas into reality while providing the safety net of a supportive, values-driven culture. Our approach combines meaningful work with meaningful lives, offering competitive benefits, professional development, and the flexibility to thrive both in and outside the office.
What sets us apart isn't just what we do, but how we do it: with openness, integrity, and a shared commitment to doing the right thing. Join us in creating HR software that makes work better for everyone, while we make work better for you.
BambooHR is committed to the full inclusion of all qualified individuals and will ensure that persons with disabilities are provided reasonable accommodations throughout the hiring process. If you would like to request accommodations, please let your recruiter know.
BambooHR is An Equal Opportunity Employer--M/F/D/V
Because our team members are trusted to handle sensitive information, we require all candidates that receive and accept employment offers to complete a background check before being hired.
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