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LeanData

Automates Salesforce lead routing workflows

Head of Product Design

Product DesignConfirmed live in the last 24 hours
Full-timeSanta Clara, CA, USA

About the Job

Requirements

  • At least 10 years of product design experience, with significant depth in B2B SaaS, enterprise software, or workflow and operations tools.
  • At least 5 years of experience leading and growing design teams, including managing senior and junior designers and developing design talent.
  • A portfolio demonstrating visual design mastery in simplifying complex, multi-step workflows into intuitive experiences, with systems thinking as well as polished screens.
  • Strong strategic instincts and deep craft, with the ability to set a two-year design vision and redline an interaction pattern within the same week.
  • Experience partnering as an equal with Product and Engineering leadership, rather than only receiving briefs.
  • Comfort with user research methodologies, including Jobs to Be Done, usability testing, and journey mapping, and the ability to connect research insights to design decisions.
  • Knowledge of maximizing design technology using platforms such as Figma, Pendo, UserTesting, and Claude to improve design quality and execution speed.
  • Excellent communication and storytelling skills, including articulating design rationale clearly to engineers, executives, and customers.
  • Proficiency in modern design tools and eagerness to leverage AI-powered design and prototyping tools in the team's workflow.
  • Curiosity about B2B go-to-market operations and willingness to learn the domain deeply.

Responsibilities

  • Define and drive the product design vision across Orchestration, Scheduling, Buying Groups, emerging AI capabilities, and new products.
  • Translate complex enterprise workflows into simple, coherent, and elegant user experiences that scale with enterprise customer complexity.
  • Design AI-native orchestration experiences that move users from manual configuration to intelligent, adaptive automation.
  • Identify opportunities where design innovation can create measurable competitive advantage.
  • Set and uphold a high quality bar for interaction design, visual design, and systems thinking across every product surface.
  • Build and evolve the design system by establishing scalable patterns that unify the product experience across the product suite.
  • Champion AI-native design patterns that simplify configuration, surface insights proactively, and reduce the cognitive load of orchestration.
  • Use data and insights about product utilization, drop-off, and engagement to make strategic decisions about user experience investments and changes.
  • Lead, mentor, and grow a team of product designers, fostering craft, curiosity, and customer experience focus.
  • Support designers through critique, career development, and an environment that rewards creative risk-taking.
  • Partner with the CPO on design hiring strategy and organizational design as the company scales.
  • Partner with Product Management and Engineering in product triads to influence strategy as well as execute on specifications.
  • Embed user research, usability testing, and data-informed design practices into the product development lifecycle.
  • Represent design in executive and cross-functional forums, ensuring customer perspectives shape roadmap decisions.
  • Collaborate with cross-functional teams to translate customer pain points into design priorities.
  • Design experiences that account for Salesforce-native and cloud architecture, leveraging the platform without being limited by it.
  • Design for multiple personas, including RevOps administrators building complex routing logic, sales leaders monitoring funnel health, sales representatives prioritizing territory work, and executives making strategic go-to-market decisions.
  • Design end-to-end across the customer journey, including onboarding, day-to-day usage, expansion, and support.

Desired Qualifications

  • Experience shipping products in domains where the user interface is the product, such as workflow builders, visual editors, complex configuration tools, or active or autonomous AI assistants, rather than content-consumption applications.
  • Experience designing products for the Salesforce ecosystem or other customer relationship management applications.
  • Background in revenue operations, marketing automation, or sales engagement tools.
  • Familiarity with agentic AI patterns, large language model-powered user experiences, or intelligent automation workflows.
  • A track record of establishing or maturing a design systems practice from early stage to scale.

About the Company

LeanData

Automates Salesforce lead routing workflows

LeanData helps sales and marketing teams automate how leads are assigned inside Salesforce. It provides software that visualizes and automates lead routing workflows so that new leads are quickly directed to the right people and teams, speeding follow-ups and shortening sales cycles. The product works by integrating with Salesforce to map routing rules, automate assignments, and track how leads flow through the go-to-market process, enabling data-driven adjustments. LeanData differentiates itself by offering a clear focus on lead routing and go-to-market operations within Salesforce, helping revenue teams optimize routing, attribution, and workflow visibility across the entire lead-to-revenue process. The company’s goal is to improve sales efficiency and revenue by making lead management more predictable, efficient, and aligned with marketing and sales operations.

Company size
51-200
Company stage
Series C
Total funding
$42.6M
Headquarters
Santa Clara, CA
Founded
2012

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