AI Strategy – Transformation Architect

This is a fully remote position, open to applicants in Canada.

📋 Description

• Act as a trusted advisor for paid advisory projects.

• Conduct working sessions and interviews with executives and cross-functional stakeholders.

• Transform unclear business challenges into well-defined problem statements with established scope and success criteria.

• Create capability models, AI use case portfolios, prioritized roadmaps, operating model designs, and governance frameworks.

• Oversee comprehensive business process analysis and redesign, incorporating AI as a fundamental design element.

• Identify where agentic AI, automation, and human-in-the-loop models can generate sustainable business value.

• Map current workflows to future operating models, identifying gaps in data, governance, and organizational capabilities.

• Convert process and capability insights into actionable AI use cases, detailing owners, dependencies, and success metrics.

• Interpret strategic objectives into user stories, agent design patterns, and acceptance criteria.

• Integrate business architecture with technical architecture on the Salesforce platform.

• Collaborate with Solution and Technical Architects to rigorously evaluate designs.

• Manage the transition from advisory to implementation.

• Contribute to reusable frameworks, playbooks, assessment tools, and discovery accelerators.

• Offer insights on the evolution of agentic AI.

• Assist in proposal development and Statement of Work (SOW) scoping.

⛳️ Requirements

• 10+ years of experience in management consulting, enterprise strategy, or digital transformation.

• 3+ years of experience leading Salesforce-based projects at a delivery or architectural level.

• Practical experience in designing and operationalizing agentic AI use cases.

• Proven ability to lead executive-level workshops and strategic decision-making sessions.

• Experience in designing future-state operating models.

• Strong functional and conceptual knowledge of Salesforce, including Agentforce, Service Cloud, Sales Cloud, Field Service, Data Cloud, and Einstein.

• Familiarity with agentic AI frameworks such as actions, topics, instructions, and grounding.

• Working knowledge of AI/LLM ecosystems, including Salesforce Agentforce, OpenAI, AWS, and Azure.

• Understanding of data readiness, integration architecture, and governance requirements for AI deployment.

• Strong facilitation skills.

• Ability to distill complex and ambiguous inputs into actionable frameworks and narratives.

• Exceptional writing skills for presentations, SOWs, and strategic documents.

• Experience with contact center technology and operations, Salesforce certifications, Design Thinking/human-centered design/service design, or regulated industries is a plus.

🏝️ Benefits

• Options for remote work.

• Flexible work culture and hours.

• Company town halls and meetings.

• Team celebrations and social events.

• Expected travel commitment of up to 25% for specific roles.