Salesforce

Salesforce

Posted via Workday

Forward Deployed Consultant / Senior Consultant (Agentforce Operations)

Posted Aug 5, 2026

Role at a glance

Salary
$99.4K – $186.3K/yr
Location
7 Locations, California, United States
Work arrangement
On-site
Employment
Full-time
Experience
3-8+ years of experience in Product Management, Process Automation, Business Analysis, or Solutions Consulting
Education
A related technical degree

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Role Summary

AI-generated

The Forward Deployed Consultant / Senior Consultant designs, implements, and optimizes automated business process solutions using Agentforce platform capabilities. The role owns solution roadmaps and feature lifecycles while partnering with customer-facing teams, AI agents, engineering, and design to convert fragmented workflows into scalable solutions that deliver measurable customer value.

What You'll Do

  • Own the roadmap and feature lifecycle for process blueprints and automation solutions.
  • Map and analyze customer requirements, then build workflow automations using current platform features.
  • Work with AI agents and prompting tools to design, validate, test, and iterate enterprise-grade solutions.
  • Translate strategic goals and customer requirements into PRDs, user stories, technical acceptance criteria, and implementation guidelines.
  • Manage the product backlog, prioritize sprints, and drive delivery using Agile methodologies.
  • Conduct user interviews and quantitative analysis, provide customer feedback to Product Managers, and support solution rollout and...

Generated from the employer's posting. Verify important details before applying.

View full posting

Qualifications

3-8+ years of experience in Product Management, Process Automation, Business Analysis, or Solutions Consulting; experience building external-facing products in enterprise B2B SaaS environments; understanding of business workflow mapping, process modeling, and process improvement methodologies; experience translating business requirements into structured automated workflows or solutions; hands-on experience with automation tools, workflow builders, AI prompting, or low/no-code platforms; strong spoken and written communication; collaboration with virtual and global cross-functional teams; product backlog management and Agile delivery.

Required

  • 3-8+ years of experience in Product Management, Process Automation, Business Analysis, or Solutions Consulting
  • Experience building external-facing products in enterprise B2B SaaS environments
  • Strong understanding of business workflow mapping, process modeling, and process improvement methodologies
  • Proven experience translating business requirements into structured automated workflows or solutions
  • Hands-on technical experience with automation tools, workflow builders, AI prompting, or low/no-code platforms
  • Excellent spoken and written communication with ability to present complex ideas clearly to both technical and non-technical audiences
  • Proven ability to collaborate with virtual and global cross-functional teams including engineering, design, and customer success
  • Rigor and consistency in managing product backlogs and executing delivery

Preferred

  • Experience in SaaS, AI automation, supply chain operations, contact center operations, or customer experience technology
  • Experience with prompt design or agent-based automation solutions
  • Familiarity with the Salesforce platform ecosystem (e.g., APIs, platform services)
  • Experience with network effects and cold start strategies
  • Familiarity with feature prioritization and product feedback processes
  • Lean, Six Sigma, or related process improvement certification
  • A related technical degree
  • Experience within the Supply Chain or Financial Services sector highly preferred

Original job description

Content provided by the employer

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Customer Success

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

The Forward Deployed Consultant / Senior Consultant sits at the intersection of customer engagement and platform innovation. This role is responsible for designing, implementing, and optimizing automated business process solutions ("Blueprints") using Agentforce platform capabilities — while also owning the roadmap and feature lifecycle for scalable process solutions that drive measurable customer value.


You will partner closely with customer-facing teams, AI agents, engineering, and design to transform manual, fragmented workflows into automated solutions. You are customer-obsessed, execution-focused, and passionate about solving big problems with creative solutions at speed and quality.

Responsibilities

Roadmap & Solution Ownership

  • Own the roadmap for process blueprints and automation solutions, balancing strategic direction with foundational execution needs

  • Own the feature lifecycle for specific components from discovery through launch and iteration

  • Identify operational inefficiencies, manual processes, and automation opportunities across customer and internal workflows

Blueprint Design & Execution

  • Partner with customer-facing team leaders to map and analyze customer requirements for new solutions

  • Build solution blueprints and workflow automations using current platform features

  • Work directly with AI agents and prompting tools to design automated, enterprise-grade solutions

  • Validate, test, and iterate blueprints for accuracy, consistency, and performance

Technical Specification & Delivery

  • Translate high-level strategic goals and customer requirements into clear Product Requirement Documents (PRDs), user stories, and technical acceptance criteria

  • Manage the product backlog, prioritize sprints, and drive consistent delivery using Agile methodologies

  • Document solution architecture, demonstrations, and implementation guidelines

Customer & Market Research

  • Conduct user interviews and quantitative analysis to deeply understand customer pain points and identify product opportunities

  • Act as the voice of the customer within the development process

Cross-Functional Collaboration

  • Partner with Engineering and Design (UX/UI) to ensure technical feasibility and intuitive user experiences

  • Provide structured, detailed feedback to Product Managers regarding feature gaps and enhancements needed to support scalability

  • Support rollout and enablement of blueprint solutions across teams and customers

Required Qualifications

  • 3-8+ years of experience in Product Management, Process Automation, Business Analysis, or Solutions Consulting

  • Experience building external-facing products in enterprise B2B SaaS environments

  • Strong understanding of business workflow mapping, process modeling, and process improvement methodologies

  • Proven experience translating business requirements into structured automated workflows or solutions

  • Hands-on technical experience with automation tools, workflow builders, AI prompting, or low/no-code platforms

  • Excellent spoken and written communication with ability to present complex ideas clearly to both technical and non-technical audiences

  • Proven ability to collaborate with virtual and global cross-functional teams including engineering, design, and customer success

  • Rigor and consistency in managing product backlogs and executing delivery

Preferred Qualifications

  • Experience in SaaS, AI automation, supply chain operations, contact center operations, or customer experience technology

  • Experience with prompt design or agent-based automation solutions

  • Familiarity with the Salesforce platform ecosystem (e.g., APIs, platform services)

  • Experience with network effects and cold start strategies

  • Familiarity with feature prioritization and product feedback processes

  • Lean, Six Sigma, or related process improvement certification

  • A related technical degree

  • Experience within the Supply Chain or Financial Services sector highly preferred

Success Metrics

  • Efficiency improvements and measurable reduction in manual work for customers

  • Blueprint adoption, usage outcomes, and tangible business value delivered (e.g., cost savings)

  • Quality and clarity of roadmap feedback influencing platform improvements

  • Time-to-value and scalability of solution deployments

  • Customer satisfaction and depth of engagement with deployed solutions

*LI-Y

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of 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 classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.

At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $99,400 - $186,300 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $118,900 - $202,600 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.

Salesforce

About the company

Salesforce

Large Enterprise

Salesforce is a global leader in customer relationship management (CRM) software, empowering businesses of all sizes to connect with their customers in innovative ways. Founded in 1999, the company revolutionized the software industry by delivering cloud-based solutions that streamline sales, service, marketing, and analytics. With a strong focus on customer success and a commitment to sustainability, Salesforce consistently ranks as one of the best places to work, offering diverse career opportunities in technology, sales, and consulting. Through its extensive ecosystem and community engagement, the company is dedicated to helping organizations enhance their customer relationships and achieve their business goals.