AI Strategy – Transformation Architect

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

📋 Description

• Guide clients through the process of AI transformation, from strategy development to implementation.

• Act as a trusted advisor and lead or co-lead paid advisory projects.

• Conduct workshops and interviews with executives and cross-functional stakeholders.

• Transform ambiguous business challenges into structured problem statements, scoping, and success criteria.

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

• Direct business process analysis and redesign, using AI as a core design element.

• Identify value opportunities for agentic AI, automation, and human-in-the-loop models.

• Map current workflows to future operating models while pinpointing data, governance, and capability gaps.

• Convert findings into delivery-scoped AI use cases, detailing ownership, dependencies, and success metrics.

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

• Bridge business architecture with technical architecture on Salesforce.

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

• Manage the transition from advisory services to implementation.

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

• Offer insights on the future of agentic AI.

• Assist in developing proposals and scoping Statements of Work (SOW).

⛳️ Requirements

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

• More than 3 years of experience leading Salesforce-based projects at a delivery or architecture level.

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

• Proven track record of leading executive workshops and strategic decision 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 constructs such as actions, topics, instructions, and grounding.

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

• Knowledge of data readiness, integration architecture, and governance requirements for AI implementation.

• Excellent facilitation skills.

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

• Exceptional written communication skills for presentations, SOWs, and strategic documents.

• Comfortable navigating ambiguity and driving toward structured solutions.

• Experience with Amazon Connect, NICE, Genesys, or similar contact center technologies is preferred.

• Salesforce certifications are a plus.

• Experience in Design Thinking, human-centered design, or service design is advantageous.

• Experience in regulated industries is a plus.

🏝️ Benefits

• Options for remote and in-person work.

• Flexible working arrangements available.

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

• A culture of trust and understanding that emphasizes work outcomes over fixed hours.

• Opportunities for collaboration through executive town halls and company meetings.

• Team celebrations and social events.