Business Solutions Partner – Enterprise AI

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

📋 Description

• Develop and manage the inventory of AI tools and resources for the designated function.

• Detect any unused, duplicate, or overlapping AI features and document the findings.

• Monitor renewal dates and alert stakeholders at least 120 days prior to notice dates.

• Facilitate discovery interviews and collaborative sessions with stakeholders.

• Analyze existing processes and estimate the time, personnel involved, and frequency.

• Prepare inputs for build-vs-buy analyses and assist in crafting three-year business cases.

• Set baselines and acquire business-owner approvals.

• Suggest opportunities based on renewal schedules, potential savings, and feasibility of building solutions.

• Create prototypes and simple agents utilizing Claude and Copilot.

• Develop build-ready context, acceptance criteria, edge cases, guardrails, and escalation procedures.

• Design AI-enabled processes, identify training requirements, and manage exceptions.

• Educate non-technical stakeholders about AI capabilities and constraints.

• Act as the designated Business Solutions Partner and primary contact for intake, priorities, and updates.

• Translate business requirements into actionable stories and acceptance criteria.

• Configure and implement declarative Salesforce solutions, including flows, validation rules, record types, page layouts, permission sets, reports, and dashboards.

• Understand Apex, integrations, and data-model implications for precise scoping.

• Manage UAT, coordinate testing with stakeholders, and facilitate release sign-off.

• Maintain documentation of processes, solution designs, and system interdependencies.

• Monitor adoption, report on hours saved and expenses avoided, and identify unvalidated metrics.

• Operate within the team’s agile delivery model and contribute to team standards.

• Achieve measurable AI-driven business outcomes, including adoption rates, productivity improvements, automation impacts, cost savings, and process enhancements.

⛳️ Requirements

• 2–4 years of relevant experience as a business analyst, business solutions partner, business systems analyst, Salesforce administrator, or operations analyst supporting business stakeholders, preferably in a SaaS environment.

• Hands-on experience in Salesforce administration (Sales Cloud and/or Service Cloud), including Flow Builder, validation rules, permission sets, and reporting.

• Salesforce Certified Administrator, or certification must be obtained within the first six months of employment.

• Daily practical experience using AI tools such as Claude, Copilot, or similar, along with strong prompt design skills and an understanding of their limitations.

• Strong proficiency in spreadsheets and data analysis: cleansing data, creating summaries, and assessing problems.

• Skills in process mapping and structured interviewing.

• Excellent written and verbal English communication; capable of presenting findings to stakeholders based in the U.S.

• Must reside in Costa Rica and maintain consistent working overlap with U.S. business hours.

• Experience implementing an AI or automation solution in a live business process, even on a small scale, and measuring its effectiveness (preferred).

• Familiarity with GTM processes, Support operations, Finance, Legal, or Partner operations (preferred).

• Basic financial literacy (preferred).

• Exposure to SQL, APIs, or low-code tools; willingness to learn and use Claude Code under supervision (preferred).

• Salesforce Certified Advanced Administrator, Business Analyst, or Agentforce Specialist (preferred).

• Experience in an Agile team; familiarity with Jira, Asana, or similar tools (preferred).

• Bilingual in English and Spanish (preferred).

🏝️ Benefits

• Health coverage.

• Paid parental leave.

• Generous paid time off and holidays.

• Quarterly self-care days off.

• Stock options.

• Equipment and support for remote work and team connectivity, whether at home or in the office.

• Opportunities for learning and development.

• Access to LinkedIn Learning.

• Quarterly wellness education sessions.

• Wellness days.

• Events hosted by Employee Resource Groups (ERGs).