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Responsibilities:
- Lead client engagement and advisory sessions, translating business goals into platform-aligned transformation strategies.
- Define and prioritize client initiatives, KPIs, and success metrics to ensure program success.
Solution Leadership:
- Independently gather requirements across business, functional, and process domains.
- Design scalable solutions leveraging Financial Services Cloud, Service Cloud, and Salesforce Data Cloud.
Delivery Management:
- Lead distributed teams across design and delivery phases, driving backlog prioritization and sprint planning.
- Mentor architects, developers, and analysts to maintain quality and timely delivery standards.
Governance & Innovation:
- Engage with senior stakeholders for program oversight, risk management, and escalation handling.
- Drive adoption of AI/Agentforce-led service models and identify automation opportunities for CX improvement.
Salesforce
Salesforce is a leading cloud-based software company that provides customer relationship management (CRM) service and enterprise applications. It is a large, global technology firm known for its innovative culture and commitment to customer success.