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CX Operations Specialist

Utah | Remote

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

  • Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.
  • Rest and Relaxation. 4 weeks paid time off, 11 paid holidays, and we pay you to go on vacation (ask us about this)!
  • Health Benefits. Medical with HSA and FSA options, dental, and vision.
  • Prepare for the Future. 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.
  • Give back.  Get paid to give your time to the community: ask us about this!
  • 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! Ask us more about our office!
  • In-Person Onboarding! All new hires get to experience our in-person onboarding class, Bamboo Beginnings, at our Draper, UT headquarters! Ask us more about Bamboo Beginnings!
  • Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location.

 

About Us

Our mission is simple: we want to set people free to do meaningful work. People love our software—and it turns out that people love working here too. We've been recognized as a "Best Company to Work For” and we're proud of our team for creating software that makes an impact in the lives of HR pros and employees all over the world.

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