Forward Deployed Consultant, Senior Consultant

This is a fully remote position, open to applicants in California, +4 more states.

📋 Description

• Take ownership of the roadmap for process blueprints and automation solutions.

• Manage the feature lifecycle for specific components from discovery to launch and iteration.

• Identify inefficiencies in operations, manual processes, and opportunities for automation.

• Collaborate with leaders from customer-facing teams to map and analyze customer needs.

• Create solution blueprints and workflow automations utilizing current platform capabilities.

• Work directly with AI agents and prompting tools to design automated, enterprise-grade solutions.

• Validate, test, and refine blueprints to ensure accuracy, consistency, and performance.

• Convert strategic objectives and customer requirements into PRDs, user stories, and technical acceptance criteria.

• Oversee the product backlog, prioritize sprints, and drive delivery through Agile methodologies.

• Document solution architecture, demonstrations, and implementation guidelines.

• Conduct user interviews and quantitative analyses to identify customer pain points and product opportunities.

• Serve as the voice of the customer throughout the development process.

• Collaborate with Engineering and Design teams to ensure technical feasibility and user-friendly experiences.

• Provide insights to Product Managers on feature gaps and scalability improvements.

• Assist in the rollout and enablement of blueprint solutions across teams and customers.

⛳️ Requirements

• 3-8+ years of experience in Product Management, Process Automation, Business Analysis, or Solutions Consulting.

• Experience in developing external-facing products within enterprise B2B SaaS environments.

• Strong grasp of business workflow mapping, process modeling, and methodologies for process improvement.

• Demonstrated ability to translate business requirements into structured automated workflows or solutions.

• Practical technical experience with automation tools, workflow builders, AI prompting, or low/no-code platforms.

• Excellent verbal and written communication skills, capable of presenting complex concepts clearly to both technical and non-technical audiences.

• Proven ability to work collaboratively with virtual and global cross-functional teams, including engineering, design, and customer success.

• Consistent and rigorous management of product backlogs and execution of delivery.

• Experience in SaaS, AI automation, supply chain operations, contact center operations, or customer experience technology.

• Familiarity with prompt design or agent-based automation solutions.

• Understanding of the Salesforce platform ecosystem (e.g., APIs, platform services).

• Knowledge of network effects and cold start strategies.

• Familiarity with feature prioritization and product feedback processes.

• Lean, Six Sigma, or related process improvement certification.

• Experience in the Supply Chain or Financial Services sector is highly preferred.

• A related technical degree.

🏝️ Benefits

• Time off programs.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Mental health support.

• Paid parental leave.

• Life insurance.

• Disability insurance.

• 401(k).

• Employee stock purchasing program.

• Incentive compensation may be available for eligible roles.

• Equity may be available for eligible roles.