
Manager, L2O Innovation
Salesforce
full-time
Posted on:
Location Type: Hybrid
Location: Indianapolis • Illinois • United States
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Salary
💰 $164,000 - $177,600 per year
About the role
- Serve as a Subject Matter Expert and trusted advisor on Contact Strategy and Customer Lifecycle Insights across pre- and post-sales motions
- Identify opportunities to better leverage customer and contact data to drive engagement, retention, and expansion
- Develop recommendations for both quick wins and long-term transformation initiatives grounded in data, AI-driven insights, and industry best practices
- Analyze customer lifecycle trends (lead → opportunity → customer → renewal/expansion) to identify gaps and opportunities
- Define and track KPIs across the full Customer 360 journey, supporting QBRs and executive reporting
- Evaluate seller interaction patterns with contacts and accounts to inform global standards and engagement strategies
- Partner with Enablement and Change Management teams to ensure sellers are equipped to act on insights effectively
- Consult on and execute against the roadmap for Customer 360 insights and lifecycle optimization initiatives
- Translate business needs into requirements for data, tooling, analytics & agents that enhance seller decision-making
- Partner with Business and Technology teams to design and deliver scalable solutions that unify customer data and insights
- Provide visibility into risks, dependencies, and progress for key lifecycle and insights initiatives
- Advocate for seller and customer needs in enterprise-wide programs, ensuring solutions improve real-world usability and outcomes
- Drive alignment between pre-sales and post-sales processes to ensure a seamless customer experience
- Build and maintain process maps, requirements, prototypes standards, and frameworks that enable a unified Customer 360 view for CRM, Slack & Agentic interfaces
- Run pilots and experimentation with Agents to generate real-time feedback from Sellers.
Requirements
- 6+ years of experience in Sales Operations, Revenue Operations, Customer Success Operations, or similar roles focused on process and insights
- Strong understanding of the full customer journey, including sales, onboarding, retention, and expansion
- Proven ability to translate customer and contact data into actionable insights that improve seller performance and customer outcomes
- Experience bridging Sales and Customer Success processes to create seamless handoffs and lifecycle continuity
- Proficiency in developing process documentation, lifecycle frameworks, and playbooks that drive adoption and efficiency
- Experience working with global, cross-functional teams and influencing senior stakeholders
- Strong ability to identify patterns in customer behavior, engagement, and lifecycle performance
- Demonstrated success improving efficiency and effectiveness across customer-facing processes
- Ability to identify lifecycle gaps (e.g., poor handoffs, underutilized contacts) and implement scalable solutions
- Deep understanding of seller workflows and how to embed insights into their day-to-day activities.
Benefits
- time off programs
- medical
- dental
- vision
- mental health support
- paid parental leave
- life and disability insurance
- 401(k)
- employee stock purchasing program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analysiscustomer lifecycle insightsKPI trackingprocess documentationlifecycle frameworksplaybooks developmentdata-driven recommendationsAI-driven insightscustomer engagement strategiesscalable solutions
Soft Skills
communicationcollaborationinfluencingproblem-solvingstrategic thinkingadaptabilitycustomer advocacycross-functional teamworkleadershipanalytical thinking