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Salesforce

Builds cloud software for customer relationships

Forward Deployed Process Senior/Principal Process Consultant

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeRemote

About the Job

Requirements

  • At least 5 years of experience in Solutions Consulting, Forward Deployed roles, Strategic or Management Consulting, Product Management, Process Automation, or Business Analysis.
  • Domain depth in supply chain, ERP, or finance operations processes, including procure-to-pay, order-to-cash, accounts payable/accounts receivable, and supplier onboarding, including where people patch over system gaps.
  • Hands-on experience personally building AI or agent-based automation, including prompt design, output structuring, and iterating on failures.
  • Experience engaging enterprise executives in B2B SaaS to build business cases and long-term roadmaps.
  • A proven track record owning engagements from discovery through go-live, including user acceptance testing, data migration, and cutover, followed by structured handoffs.
  • Strong grounding in workflow mapping, process modeling, process improvement, and change management.
  • Experience translating business requirements into automated workflows, product requirements documents, and user stories.
  • Working knowledge of integration patterns, including REST, SOAP, and event-based integrations, and common risks such as authentication, latency, and payload limits.
  • A track record of setting success key performance indicators and baselines upfront and measuring outcomes after go-live.
  • Executive presence, including confidence with skeptical executives and willingness to deliver bad news early with a plan.

Responsibilities

  • Serve as the primary strategic advisor to enterprise stakeholders, building a deep understanding of business goals and operational pain points.
  • Build business cases and define success criteria upfront, including key performance indicators such as cycle time and cost per transaction, with a measured baseline.
  • Own multi-year roadmaps for process Blueprints and automation, balancing strategic direction with near-term execution.
  • Present to executives in terms of their priorities; flag when work is off track early and plainly, provide a fix, and drive to a decision.
  • Lead structured discovery through workshops and process maps, and turn it into a solution design and a first working version in days to weeks.
  • Automate business processes end to end, including procure-to-pay, order-to-cash, and supplier onboarding, deciding what stays in the ERP, what is automated around it, and what AI decides versus people.
  • Build hands-on with AI agents and prompting tools by designing prompts, structuring outputs with schemas and examples, and debugging and iterating when they fail.
  • Identify integration points with core systems, including REST and event-based integrations, managing risks such as authentication, latency, payload limits, and retries.
  • Translate strategic goals into clear product requirements documents and technical acceptance criteria.
  • Deliver in continuous build loops of design, build, validation, and refinement, with each loop proving value and expanding scope toward AI-first operations.
  • Lead an AI-first delivery experience, using AI agents and skills to accelerate requirements, building, testing, and documentation.
  • Own delivery end to end through go-live, including scoping, building, user acceptance testing, data migration, and cutover, while managing scope changes.
  • Cut scope to the highest-value slice, such as Day 1 scope or a minimum viable product, when needed to get live, and justify the trade-off to the customer.
  • Design and run handoff processes, documentation, and enablement that transition ownership to implementation partners and customer teams.
  • Set handoff guidelines, solution architecture documentation, and success criteria for sustained post-deployment success.

Desired Qualifications

  • Familiarity with the Salesforce platform ecosystem, including APIs and platform services.
  • A track record of building or navigating partner ecosystems and implementation channels.
  • Lean, Six Sigma, or a related process improvement certification.
  • A technical or business degree; an MBA is a plus.

About the Company

Salesforce

Builds cloud software for customer relationships

Salesforce sells cloud software that helps businesses manage sales leads, customer service, marketing, and online commerce from shared customer records. Its flagship Sales Cloud tracks accounts and deals, while Service Cloud organizes support cases and Agentforce builds AI assistants that act on company data. Teams access these tools through a browser and connect outside apps and data sources, with Slack for work messages and Tableau for visual analysis. Salesforce earns most of its revenue from software subscriptions and support, with professional services for implementation and training. Marc Benioff co-founded Salesforce in 1999, and its headquarters are in San Francisco, California.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1999

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