Director, Salesforce B2B Service Governance

TransUnion LLC; Chicago (IL); Hybrid; USD 150,000 - 225,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Commuter benefits

Employee discounts

Paid holidays

Job summary

TransUnion LLC is seeking a Director to lead the B2B Service team within the TruOps Digital Experience group. This hybrid role focuses on modernizing Salesforce-based service delivery, automation, and self-service capabilities across the enterprise.

You will define strategy, partner with Care leadership, and drive governance for case management, portals, and analytics while guiding a high-performing team through complex transformations.

Qualifications

• 10+ years of experience in Salesforce, CRM, service operations, or similar environments with measurable business outcomes.
• Experience leading B2B customer service transformation initiatives and modernizing support experiences.
• Proven ability to build strategic roadmaps and lead teams through execution in complex enterprise environments.
• Strong process improvement mindset to identify root causes and deliver sustainable outcomes.
• Leadership experience including recruiting, coaching, and stakeholder influence.

Responsibilities

• Define and execute the B2B service platform strategy across Salesforce Service Cloud and related capabilities.
• Partner with B2B Care leadership to translate strategy into scalable platform capabilities and roadmaps.
• Lead automation-first and self-service initiatives to reduce ticket volume and improve customer access to support.
• Own governance for case management, knowledge management, routing, SLAs, analytics, and portal experiences.
• Evaluate and implement automation and AI-enabled service capabilities to modernize workflows.
• Establish governance, standards, prioritization, and operating rhythms across products and regions.
• Use metrics to identify improvement opportunities, build business cases, and measure outcomes.
• Lead and develop a high-performing team responsible for Salesforce administration and platform delivery.
• Navigate technical debt and data quality challenges through disciplined process improvement.
• Influence stakeholders to align on priorities and adopt automation-first strategies.

Skills

Salesforce strategy

Leadership

Cross-functional leadership

Process improvement

Stakeholder influence

Tools

Salesforce Service Cloud

Salesforce Experience Cloud

Case Management

Portal platforms

Job description

Team Overview

The TruOps Digital Experience team is responsible for modernizing TruOps as TransUnion's global operational platform, with B2B Service focused on transforming how customer service, case management, and digital support experiences are delivered across the enterprise.

This role supports B2B Care and Servicing, partners, resellers, and data furnishers by advancing Salesforce Case Management and Experience Cloud capabilities that improve service quality, operational efficiency, and customer outcomes.

This Director will lead the B2B Service team, which currently includes approximately 10 associates within the broader TruOps Digital Experience organization, and will play a key role in driving TransUnion's service transformation strategy through automation, AI, and self-service capabilities. This role will report to the SVP of Business Processes.

This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week.

Role Overview and Core Responsibilities

• Define and execute the B2B service platform strategy across Salesforce Service Cloud, Case Management, Experience Cloud, Customer and Partner Portals, and related service technologies, ensuring the roadmap is rooted in business metrics, customer outcomes, and operational priorities.
• Partner closely with B2B Care and Servicing leadership to translate business strategy into scalable platform capabilities, actionable roadmaps, and measurable improvements across service delivery, customer experience, and cost-to-serve.
• Lead the evolution from agent-assisted service to automation-first and self-service models by identifying root causes of service demand, reducing avoidable ticket volume, and implementing solutions that improve how customers and associates access support.
• Own strategy and governance for foundational service capabilities, including case management, knowledge management, routing, service level management, analytics, and customer and partner portal experiences.
• Evaluate and implement automation and AI-enabled service capabilities that modernize agent workflows, improve triage and routing, strengthen knowledge-driven support, and enable more efficient digital servicing experiences.
• Establish and maintain governance frameworks, platform standards, prioritization practices, and operating rhythms that support scalable, consistent, and business-aligned service delivery across products, regions, and stakeholder groups.
• Use service metrics and operational data to identify improvement opportunities, build business cases, prioritize investments, and measure outcomes tied to efficiency, customer satisfaction, response and resolution times, throughput, operating margin, and cycle time.
• Lead, coach, and develop a high-performing team responsible for Salesforce administration, service operations, process optimization, and platform delivery.
• Navigate technical debt, platform customization, data quality challenges, and inconsistent processes by driving disciplined process improvement before automating or scaling new technology solutions.
• Influence business, product, technology, and operations stakeholders to align on priorities, resolve dependencies, manage tradeoffs, and adopt consistent automation-first and self-service strategies.

Required Knowledge and Experiences

• 10+ years of experience in Salesforce, CRM, service operations, or similar call center technology environments, with demonstrated ability to connect platform strategy to measurable business outcomes.
• Experience leading B2B customer service, care, or servicing transformation initiatives, including improving service processes, reducing avoidable ticket volume, and modernizing customer and partner support experiences.
• Proven ability to build strategic roadmaps, define priorities using data and KPIs, and lead teams through execution in complex enterprise environments.
• Strong process improvement mindset with the ability to identify root causes, streamline operations, and deliver sustainable business outcomes.
• Leadership experience that includes recruiting, coaching, performance management, stakeholder influence, conflict resolution, and leading teams through organizational transformation.

Required Technical Skills

• Salesforce Service Cloud, Salesforce Case Management, or comparable enterprise service and call center platform experience.
• Experience with Salesforce Experience Cloud, Customer Portal, Partner Portal, or similar digital self-service solutions.
• Strong understanding of service operations capabilities including case and ticket management, routing, knowledge management, service level management, reporting, analytics, and workflow optimization.
• Experience using operational metrics, dashboards, and business case development to drive prioritization, investment decisions, and measurable improvements.
• Experience implementing automation, AI-enabled service capabilities, or digital support technologies that improve efficiency and self-service adoption.

We're also looking for the preferred skills below. Whether you are proficient or could use some brushing up, we're happy to support your career development and growth in:

• Experience implementing AI, automation, or agentic service capabilities in a B2B customer service or call center environment.
• Project management experience, including roadmap development, execution management, and cross-functional delivery leadership.
• Change management experience, including stakeholder influence, adoption planning, and organizational alignment.
• Experience leading large-scale Salesforce transformations and/or Salesforce certifications.
• Familiarity with modern service technologies such as Cresta, FIN, LivePerson, Qualtrics, or similar platforms.
• Knowledge of ITSM frameworks, enterprise data governance practices, and service ecosystem integrations including voice, CTI, IVR, chat, surveys, portals, and analytics.

Benefits that support every part of your life:

At TransUnion, we design benefits to help youfeel well, do well, and plan well-from day one.

For Your Health: Enjoyday-oneeligibilityfor medical, dental, and vision coverage, plus supplemental plan options. Spousal, domestic partner, and other eligible dependent coverage is available on select plans. Choose taxadvantagedHSAandFSAaccounts to make everyday care more affordable.

For Your Protection: We've got your back withcompanypaid basic life and AD&D, optionalvoluntary life and AD&Dfor you and your family, andshort and longterm disability. You can also opt into alegal plan,pet insurance, andtravel accident coverage.

For Your Family: Fromadoption assistance and fertility planning coveragetocaregiver support, we're here for every chapter. AccessDependent Care FSA for possibility of an employer match, a complimentaryCare@Workmembership, andup to 12 weeks of paid parental leavewith eligibility for a thoughtful, gradual return.

For Your Future: Build toward what's next with our401(k) with employer matchandEmployee Stock Purchase Plan (ESPP). Tapfinancial wellness resources,career coaching, and optionallongterm care insuranceto plan confidently.

For You: Grow and recharge withtuition reimbursement,flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employeediscounts,charitable gift matching, andpaid volunteer time off, plus corporate volunteer events that make it easy to give back.

For Your Wellness: Access24/7 supportincluding professionaltherapy,coaching, and emotional wellbeing programs alongside guided meditation and resources that supportphysical, mental, social, and financial wellness.

We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans' Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion's Affirmative Action Program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting [e-mail].

Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act.

Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company's reputation are also essential expectations of this position.

Pay Scale Information: The U.S. base salary range for this position is $150,100.00 - $225,000.00 annually. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual's education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Regular, fulltime non-sales positions may be eligible to participate in TransUnion's annual bonus plan. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents.

TransUnion Overview:

At TransUnion, we encourage and are committed to creating a real, positive impact and shared sense of purpose within our Workforce for Good, which empowers our people to grow, innovate and contribute to a better future for our communities and customers. We strive to build an environment where our associates are in the driver's seat of their professional development- while having access to help along the way. We recognize that success comes when our associates thrive both professionally and personally; that's why we prioritize work/life flexibility and offer resources for our teams across the globe to collaborate and drive excellence.

Be a part of our Workforce for Good - you'll work with great people, pioneering products and cutting-edge technology.