Salesforce AI Consultant (Salesforce AI Consulting)

Saviance Technologies

Boston, MA

JOB DETAILS
SKILLS
Application Programming Interface (API), Artificial Intelligence (AI), Automation, Best Practices, Business Processes, Cloud Computing, Communication Skills, Consulting, Customer Relationship Management (CRM) Systems, Customer/Client Research, Data Modeling, Healthcare, Predictive Modeling, Process Improvement, Reporting Dashboards, Reporting Skills, Requirements Management, Sales, Salesforce.com, Security Architecture, Testing
LOCATION
Boston, MA
POSTED
30+ days ago

Job Title: Salesforce AI Consultant (Salesforce AI Consulting)
Engagement Type: Contract / Consulting (Part-Time, with potential for Full-Time)


Role Overview

We are seeking a highly skilled Salesforce AI Consultant to lead and support a Salesforce AI discovery and roadmap project. This role will focus on assessing current Salesforce capabilities, defining an AI-driven roadmap, and implementing intelligent solutions to enhance business processes, reporting, and customer insights.

This is initially a part-time consulting engagement, with the possibility to transition into a full-time role based on project needs and performance.


Key Responsibilities

  • Conduct discovery and assessment of the current Salesforce environment, including data, workflows, and integrations

  • Define and deliver a Salesforce AI roadmap, aligning with business goals and scalability needs

  • Design and implement AI-driven capabilities within Salesforce (Einstein AI, predictive analytics, automation)

  • Develop advanced reports and dashboards leveraging AI insights for business decision-making

  • Identify opportunities for process automation and optimization using AI/ML within Salesforce

  • Collaborate with business stakeholders to translate requirements into technical AI solutions

  • Provide recommendations on data readiness, governance, and AI adoption strategy

  • Support implementation, testing, and deployment of AI features

  • Ensure best practices in Salesforce architecture, security, and performance


Required Qualifications

  • 5+ years of experience with Salesforce platform (Sales Cloud, Service Cloud, etc.)

  • Hands-on experience with Salesforce Einstein AI / AI Cloud / Data Cloud

  • Strong understanding of AI/ML concepts and their application within CRM systems

  • Experience in Salesforce integrations, APIs, and data modeling

  • Proven experience in discovery, solution design, and roadmap creation

  • Strong expertise in reporting, dashboards, and analytics within Salesforce

  • Excellent stakeholder communication and consulting skills


Preferred Qualifications

  • Salesforce certifications (e.g., Salesforce AI Specialist, Platform Developer, Architect)

  • Experience with data engineering, ETL, or cloud platforms (Azure, AWS, GCP)

  • Background in healthcare or enterprise environments is a plus

  • Experience working in consulting or advisory roles

About the Company

S

Saviance Technologies