Guide AI-enabled CRM and workflow work from discovery through rollout
Identify where AI can improve business workflows
Turn business needs into clear requirements, user stories, workflow designs, and rollout plans
Help define practical approaches for CRM workflow agents, Customer Intelligence and Insights, CRM search and retrieval, tool calling, and prompt patterns
Ensure CRM related AI solutions use the right level of evaluation, guardrails, human review, governance, and feedback loops
Connect Salesforce and CRM decisions to the surrounding data, reporting, AI, and integration landscape
Keep business and technology stakeholders aligned on scope, risks, dependencies, data readiness, and change needs
Codify lessons into playbooks, templates, enablement materials, and reusable solution patterns

7+ years in technical leadership or enterprise technology delivery
relevant experience in Salesforce, CRM, AI, data, or digital transformation
experience owning initiatives that connect business priorities to process design, systems, integrations, delivery, and adoption
strong understanding of generative AI and agentic workflows
experience with complex Salesforce or CRM multi module instances and adjacent data, reporting, API, automation, or AI capabilities
ability to facilitate discovery, document decisions, and bring structure to complex or evolving business needs
able to engage business leaders and technical teams with clarity
comfort balancing innovation with quality, risk, user trust, and long-term scalability
experience piloting and scaling AI capabilities such as workflow assistants, AI driven intelligence, automation, or decision support
hands-on exposure to Snowflake, Customer Data Platform design and implementation, data governance, data quality, or integration design
experience creating standards, playbooks, templates, communities of practice, or enablement materials
interest and experience in turning ideas into demonstratable prototypes within a measure of days.

healthcare, dental, and vision insurance for employees and eligible dependents
several other wellness, financial, and work/lifestyle-specific benefits
401(k) retirement plan with a company match of 50% up to 12% of eligible compensation
generous PTO with starting accrual of 22 days a year in addition to paid holidays and volunteer time

Technical AI Lead, CRM, Salesforce Architecture

Key skills