Forward Deployed Consultant / Senior Consultant
Spotted 1h agoFull time
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Job description
About this role
Employer-provided description, formatted for easier reading.
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
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