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About the Role
Salesforce is seeking individuals passionate about driving innovation and customer success through AI. This role involves shaping and leading transformation projects, focusing on AI and human collaboration to achieve customer goals. The position offers the opportunity to expand consulting business in the financial sector, focusing on AI-driven business transformation.
Responsibilities
- Lead the creation of AI/technology implementation proposals, SOWs, and staffing plans, collaborating with cross-functional teams to achieve consensus.
- Partner closely with account and sales teams on pre-sales activities including scoping, solutioning (with AI focus), SOW creation, and project staffing.
- Provide expertise on proposed solutions, customer needs, and the latest AI advancements to professional services teams to ensure project success.
- Directly lead or support project teams throughout the engagement lifecycle to maximize business outcomes and ensure project success.
- Act as an escalation point for both project teams and account/delivery teams.
- Manage multiple strategic accounts concurrently and foster business growth by intentionally building and executing projects that can serve as references for new prospects.
- Proactively mitigate and manage risks, including AI adoption and transformation challenges, for critical escalations and at-risk accounts.
- Effectively and appropriately communicate with internal and external leaders and executives.
Requirements
- Over 10 years of experience in consulting services delivery or equivalent experience in a business setting (e.g., establishing, executing, and managing in-house IT organizations, or executing transformation/DX/AX projects within a business).
- Proven experience in business consulting or knowledge/experience with IT technologies and application functions, including AI/Agent foundations, and project management (e.g., planning Agentic Enterprise transformation, business process re-engineering using AI, solution creation, implementation methodologies, and roadmap development).
- Experience in the financial industry, including business and technology (utilizing generative AI/automation technologies).
- Insurance industry knowledge/experience is a plus.
- Leadership skills to effectively collaborate with architects and AI specialists, driving pre-sales activities and project delivery.
- Excellent executive-level written and verbal communication, analytical, and problem-solving skills.
- Degree or equivalent relevant work experience is preferred.
Skills
- AI
- Agentic AI
- Generative AI
- Automation Technologies
- Consulting
- Project Management
- Business Process Re-engineering (BPR)
- Solution Creation
- Implementation Methodologies
- Roadmap Development
- Financial Industry Business and Technology
- Communication
- Analytical Skills
- Problem-Solving
Location
- Remote
Work Type
- Full-time
Experience Level
- 10+ years
Education Level
- Degree or equivalent relevant work experience preferred
Benefits
- Benefits and resources support work-life balance.
- AI agents accelerate impact.
About the Company
- Salesforce is the #1 AI CRM, driving customer success through human-agent collaboration.
- The company fosters ambition, action, technology, trust, and innovation.
- Salesforce is leading workforce transformation in the agentic era.
- Agentforce represents the future of AI and Salesforce.
Equal Opportunity
- Salesforce is an equal opportunity employer and maintains a policy of non-discrimination.
- The company believes in equality for all and strives to create an inclusive workplace free from discrimination.
- Assessments are based on merit, competence, and qualifications without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other legally protected classifications.
- This policy applies to all aspects of employment, including recruiting, hiring, job assignment, compensation, promotion, benefits, training, performance assessment, discipline, and termination.
- Recruiting, hiring, and promotion decisions are fair and based on merit.
- Salesforce uses AI tools to assist recruiters in assessing candidates, but humans make all final hiring decisions.