Salesforce AI Consultant (Salesforce AI Consulting)

Saviance Technologies

  • Boston, MA
  • 30+ days ago

    Highlights

    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. We are seeking a highly skilled Salesforce AI Consultant to lead and support a Salesforce AI discovery and roadmap project.

    Numbers & Facts

    LocationBoston, MA

    Description

    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

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