Salesforce

Compensation

Full Description

Job Description: • Lead deep discovery sessions to uncover complex business problems across various sub-sectors of the Financial Services industry • Identify and prioritize high-business-value use cases in which CRM, Agents and unified data can provide the most significant ROI. • Build and present customized demonstrations that tell a compelling story of the customer and employee journeys, empowered by Salesforce technologies. • Partner with Account Executives and the broader account team to develop technical sales strategies that align Salesforce’s platform and suite of AI-enabled products with the customer’s business requirements, and their long-term digital roadmap and architecture. • Lead virtual and on-site Agentforce Workshops, guiding customers through the practical application of Embedded AI (prompts), Predictive AI, and Agents within their specific business context. • Advise clients on how to effectively structure Agent Topics, craft precise Instructions, and define Actions (via Flow, Apex, or APIs) to ensure agents are helpful, professional, and safe. • Help customers balance the generative flexibility of Probabilistic logic with rules-based Deterministic logic to ensure consistency, compliance and brand fidelity. • Guide customers through best practices on how humans and agents interact seamlessly. • Consult on Data 360 (Data Cloud) structures, advising on data ingestion and the creation of Data Libraries used for Retrieval-Augmented Generation (RAG) to ensure AI responses are grounded in trusted company data. • Orchestrate and lead Proof-of-Concepts (POCs) and small-scale Pilots for Agentforce and Data 360, proving technical feasibility and business impact in the customer’s sandbox environment (for POC’s) and production environment (for Pilots). • Lead use case ideation and help customers identify the right Agentforce opportunities. • Demonstrate through rapid prototyping how connected experiences come to life when the Salesforce platform is powered by a unified data layer and intelligent agents. • Act as a bridge between the customer and Salesforce Product teams, providing feedback from the field to help shape the future of our AI and Data products. • Navigate complex "Trust" conversations, explaining how the Einstein Trust Layer protects customer data while enabling powerful generative capabilities. Requirements: • B.S. Computer Science, Software Engineering, MIS, or equivalent relevant experience. • Minimum of 5 years of professional experience in a technical pre-sales, consulting, or solution architecture role. • Strong Business Acumen: Ability to take ambiguous business problems and define a clear, innovative path forward. • Technical Breadth: Foundational knowledge of database and data lake technologies, web technologies (HTML/JS), and API integrations. • Exceptional Communication: Solid oral, written, and presentation skills, with the ability to explain complex technical concepts to C-level executives. • Travel: Ability to travel based on territory alignment and customer needs. • Salesforce Certifications: (e.g., AI Associate/Specialist, Data Cloud Consultant, or Administrator/Platform Developer). • AI & Data Proficiency: Familiarity with the concepts of Large Language Models (LLMs), Prompt Engineering, Vector Databases, and the mechanics of RAG. • Workflow Expertise: Experience building automated workflows (e.g., Salesforce Flow) and understanding how they can be leveraged as "Actions" for AI agents. • Previous Experience: Prior success as a Solution Engineer for a CRM, Data Platform, or AI-focused technology company, OR hands-on experience implementing Salesforce in a Customer Environment. Benefits: • time off programs • medical • dental • vision • mental health support • paid parental leave • life and disability insurance • 401(k) • employee stock purchasing program