CAB Specialist, Senior Coordinator

Salesforce

Job Summary

Salesforce is the #1 AI CRM. This role supports the Salesforce executive Customer Advisory Boards (CABs), which foster executive relationships and strategic discussions to deepen trust and drive growth. The CAB Specialist will assist the CAB program and content leads with customer nomination, communication, logistics, scheduling, sales communications, briefing document creation, slide development, and project management.

Must Have

  • Identify and nominate potential customers for CAB participation
  • Manage customer communications and provide concierge-level service
  • Facilitate the sending of invitations and update campaigns
  • Send logistics emails, final confirmation emails, and “day of” emails
  • Work with Executive Assistants (EAs) to gather logistical details
  • Create and update customer calendar invites
  • Provide ongoing support to internal hosts
  • Provide RSVP updates to Account Executives (AEs)
  • Create, distribute, and format briefing documents
  • Develop and update slides for internal hosts and external customers
  • Create program overview decks, session agendas, show flows, and program templates for all events
  • Create and manage program workback schedules
  • Maintain ongoing best practice documents, assets, and team playbooks
  • Effectively utilize Salesforce to set up, track, manage, and measure program campaigns, attendees and pipeline impact
  • 3+ years in a program support or marketing role
  • Strong organizational skills and attention to detail
  • Top-notch time management skills
  • Excellent verbal and written communication skills
  • Ability to work effectively in a team environment
  • Strong problem-solving and creative thinking skills

Good to Have

  • Experience in executive communications
  • Experience in project management
  • Experience in event coordination

Perks & Benefits

  • Time off programs
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Mental health support
  • Paid parental leave
  • Life insurance
  • Disability insurance
  • 401(k)
  • Employee stock purchasing program

Job Description

About Salesforce

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.

TEAM OVERVIEW

We are looking for a highly capable and collaborative individual to join our team, focused on supporting the executive Customer Advisory Boards. The Customer Advisory boards drive transformative executive relationships, uniting CxOs in dynamic, insight-rich forums focused by persona and industry. The boards facilitate meaningful connections and strategic discussions, actively deepening trust and driving growth across Salesforce’s top accounts.

ROLE RESPONSIBILITIES

The CAB Specialist will be focused on supporting the CAB program lead and CAB content lead, focused on the following areas:

Customer Nomination and Communication

  • Identify and nominate potential customers for CAB participation.
  • Manage customer communications and provide concierge-level service.
  • Facilitate the sending of invitations and update campaigns.
  • Send logistics emails, final confirmation emails, and “day of” emails.

Logistics and Scheduling

  • Work with Executive Assistants (EAs) to gather logistical details.
  • Create and update customer calendar invites.
  • Provide ongoing support to internal hosts.

Sales Communications and Briefings

  • Provide RSVP updates to Account Executives (AEs).
  • Create, distribute, and format briefing documents.
  • Slide and Content Creation
  • Develop and update slides for internal hosts and external customers.
  • Create program overview decks, session agendas, show flows, and program templates for all events.

Project Management

  • Create and manage program workback schedules
  • Team operational and infrastructure support: maintain ongoing best practice documents, assets, and team playbooks
  • Effectively utilize Salesforce to set up, track, manage, and measure program campaigns, attendees and pipeline impact

SKILLS & EXPERIENCE

  • 3+ years in a program support or marketing role
  • Strong organizational skills and attention to detail
  • Top-notch organizational skills and time management skills, ability to manage complex tasks quickly and simultaneously
  • Excellent, executive verbal and written communication skills, experience in executive comms a plus
  • Experience using Salesforce and Slack preferred
  • Ability to work effectively in a team environment.
  • Strong problem-solving and creative thinking skills.
  • Experience in project management and event coordination is a plus

If you are passionate about building strong executive relationships and have a knack for detail and organization, we encourage you to apply.

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

7 Skills Required For This Role

Team Management Timeline Management Communication Event Management Game Texts Salesforce Slack

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