Iris Li

Iris Li

Principal Designer at Salesforce

Previously Deutsche Bank as an AVP Designer, Cognizant, Michael Kors


Enterprise & AI · 10+ years of design experience

Design Work

AI-Powered Car Assistance

Salesforce · 3-year product vision

From 16 legacy apps to one AI-assisted case workflow, with recommendations at the point of decision from intake to resolution.

Led as Principal Designer, aligning 50+ executives on a three-year North Star and running onsite research with 6 researchers. Projected 50% faster handling and CSAT 0.8 → 3.9.

1Intake Case2Match Repair Vendor3Follow Up
Search…
MobilityHomeQueue ▾Case 00001043 ✕
If it is a tow for a truck, what should yoube aware of when picking a tow company?
💬 Call and text (Online)🤖 Ask Questions Internally
Agentic AI Upselling

Salesforce · Agentforce

An AI agent that turns Data Cloud buying signals into personalized upsell outreach, then hands the conversation to a sales rep at the right moment.

Led end-to-end as Lead Product Designer & AI UX Strategist, defining human-takeover points and multi-channel continuity. 15 min saved per incident and $500K+ in projected annual savings.

Data Cloud signals · Simon Fraser’s account
Agentforce robot
11th employee addedCore Tier planWorkforce in MarylandCustomer since 2021
Reasoning · growing team fits Premium Plan
Agentforce · drafting personalized email
Personalized email sent to Simon
Personalized upsell email that cites the signals
Data Cloud signal · 11th employee added
Agentforce upsell agent

Congrats on adding your 11th employee! As your workforce grows, many teams upgrade to Premium. Interested in learning more?

Could you share the features & pricing for Payroll Premium?

Premium is $25/month and includes 24/7 expert support and the mobile Workforce Portal. Upgrade now, or do you have more questions?

I have more questions.

Handoff to sales reps on Zoom
Sales Support Management

Salesforce · Support experience redesign

A redesigned support intake flow that cut 10 ambiguous options to 4, so reps file the right request the first time.

As Design Lead, resolved team friction, ran unmoderated research (34 responses in three weeks) and owned the end-to-end design. Abandonment dropped from 70% to 12%.

Telecom Contract Management

Fortune 500 telecom · AI automation

An AI-assisted contract platform that scaled across 7,000+ enterprise agreements, with a two-round review workflow and AI contract extraction.

Led UX from 0 → 1 through task analysis, IA, rapid prototyping and usability testing, helping secure a multi-million dollar contract.

Contract management dashboard: ticket queue, pending workflow and operational performance
Task analysis: send request, assign ticket, change request, review ticket, approve or reject

About

Portrait of Iris Li

Principal Designer · Enterprise & AI

I lead design for product experiences that turn complex work into clear, useful moments for people.

My practice spans product strategy and the everyday collaboration that helps teams move from ambiguity to results. Most recently I was a Principal Designer / Experience Architect at Salesforce, and before that AVP of UX Design at Deutsche Bank.

I studied Communication Design at Parsons.

Leadership

Leading UX & research teams through AI projects, from vision to launch

01

Boosting Team Efficiency Through AI

Served on Salesforce’s AI Tooling Committee, building Gemini and NotebookLM tools that drove AI adoption across the Design and Change Management teams.

02

Stakeholder & Change Management

Aligned 50+ stakeholders on a three-year design vision through strategic presentations and workshops.

03

Leading UX and Research Projects End-to-End

Led projects from discovery to launch as Principal and Lead Designer, owning timeline, scope and resourcing, with status reports that kept stakeholders aligned and progress visible.

04

Lead, Mentor & Hire Designers

Run critiques and knowledge-sharing sessions with the broader Experience Design team to grow craft and capability.

Experience

10+ years in design

View on LinkedIn
Salesforce logo

Salesforce

Principal Designer / Experience Architect

2022 – 2026

Deutsche Bank logo

Deutsche Bank

AVP, UX Design

2019 – 2021

Cognizant logo

Cognizant

Senior UX Designer

2018 – 2019

Michael Kors logo

Michael Kors

Designer

2016 – 2018

Carlisle logo

Carlisle

Designer

2014 – 2016

Parsons School of Design logo

Parsons School of Design

BFA, Communication Design

Education