Lead strategic advisory engagements focused on Salesforce D360, Agentforce, and AI-enabled customer experience transformation
Facilitate customer discovery sessions with business, product, marketing, commerce, service, data, and IT stakeholders
Run agile advisory sprints to drive alignment, prioritization, and iterative decision-making
Deliver formal customer workshops
Help customers identify, refine, and prioritize high-value use cases based on business impact, feasibility, dependencies, speed to value, and cost considerations
Advise customers on the role of D360 within their broader customer data, activation, and AI strategy
Assess how Agentforce may support the customer’s broader AI operating model and business goals
Evaluate options for ingesting, connecting, and consuming data in a cost-conscious and scalable way
Provide guidance on real-time, near real-time, and event-driven patterns that support agent and AI use cases
Review how Salesforce and external platforms, including commerce and CRM data sources, may support customer use cases
Translate discovery findings into strategic recommendations, prioritized backlogs, executive readouts, and phased roadmaps
Partner with Solution Architects, Delivery Leaders, and Account teams to shape follow-on implementation opportunities
Support proposal development, solution framing, and customer presentations related to D360 and Agentforce advisory services
Stay current on Salesforce product evolution across D360, Agentforce, AI, integrations, and related ecosystem capabilities
Requirements
5+ years of client-facing consulting, solution architecture, or strategic advisory experience in Salesforce, enterprise technology, digital transformation, data strategy, or AI advisory
Experience working with Salesforce products such as D360, Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, or related platforms
Experience facilitating workshops, discovery sessions, roadmap conversations, and executive presentations
Strong understanding of business process analysis, use case development, and strategic prioritization
Familiarity with data integration concepts, APIs, event-driven architecture, and enterprise data consumption patterns
Experience translating ambiguous business requests into structured recommendations and phased plans
Ability to work across technical and non-technical stakeholder groups
Strong written communication and presentation skills
Bachelor’s degree or equivalent professional experience
Tech Stack
Cloud
Benefits
Competitive salary and performance-based incentives
Comprehensive benefits package, including health, dental, and vision insurance
Opportunities for professional development and career growth