Forward Deployed Process Senior/Principal Process Consultant

Salesforce, Inc.; San Francisco (CA); Hybrid; USD 117,000 - 260,000; Full time

Job summary

Salesforce, Inc. seeks a Forward Deployed Consultant to lead end-to-end automation initiatives, advising executives and driving rapid design, deployment, and handoff of AI-enabled processes.

You’ll map roadmaps, build blueprints, and deliver value across procure-to-pay, order-to-cash, and onboarding using AI agents. You will own outcomes from discovery through go-live, partnering with ERP and finance teams to define KPIs, manage risks, and ensure scalable implementations with clear executive

Qualifications

• 5+ years in Solutions Consulting or related roles with enterprise focus.
• Domain depth in supply chain, ERP, or finance operations processes.
• Hands-on experience building AI or agent-based automation with prompts.
• Experience engaging enterprise executives in B2B SaaS to build roadmaps.
• Proven engagements from discovery through go-live with structured handoffs.
• Strong workflow mapping, process modeling, and change management.
• Translating business requirements into automated workflows, PRDs, and user stories.
• Knowledge of integration patterns (REST, SOAP, event-based) and risks.

Responsibilities

• Serve as primary strategic advisor to enterprise stakeholders.
• Build business cases and define success criteria up front.
• Own multi-year roadmaps for process blueprints and automation.
• Present to executives with a clear plan and fixes when off track.
• Lead discovery workshops and translate findings into designs.
• Automate procure-to-pay, order-to-cash, and onboarding processes end-to-end.
• Design prompts and schemas for AI agents, and iterate when needed.
• Identify integration points with core systems and manage risks.
• Create PRDs and acceptance criteria for delivery.
• Deliver end-to-end through go-live including data migration.

Skills

Solutions Consulting

Forward Deployed

Executive presence

AI/agent automation

B2B SaaS

Roadmapping

Tools

REST APIs

SOAP

ERP systems

Job description

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all. Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

Forward Deployed Consultant Overview

The Forward Deployed Consultant owns a customer engagement end to end: from the executive business case, through rapid design and deployment of automated process solutions (‘Blueprints’) on the Agentforce platform, to a clean handoff to partners and client teams. You will advise enterprise leaders, quantify ROI, and map multi-year automation roadmaps. You bring domain depth in supply chain, ERP, or finance operations processes, including where people patch over system gaps. You will also roll up your sleeves to build, test, and iterate Blueprints with AI agents and prompting tools, proving value fast in live production. You are customer-obsessed, strategic, and execution-focused, with the speed and quality to turn fragmented manual workflows into scalable, value-driven solutions.

Responsibilities

• Serve as the primary strategic advisor to enterprise stakeholders, building a deep understanding of business goals and operational pain points.
• Build business cases and define success criteria up front: KPIs such as cycle time and cost per transaction, with a measured baseline.
• Own multi-year roadmaps for process Blueprints and automation, balancing strategic direction with near-term execution.
• Present to executives in terms of their priorities; flag when work is off track early and plainly, with a fix, and drive to a decision.
• Lead structured discovery (workshops, process maps) and turn it into a solution design and a first working version in days to weeks.
• Automate business processes end to end (procure-to-pay, order-to-cash, supplier onboarding), deciding what stays in the ERP, what is automated around it, and what AI decides versus people.
• Build hands-on with AI agents and prompting tools: design prompts, structure outputs with schemas and examples, and debug and iterate when they fail.
• Identify integration points with core systems (REST, event-based), managing risks such as auth, latency, payload limits, and retries.
• Translate strategic goals into clear PRDs and technical acceptance criteria.
• Deliver in continuous build loops (design, build, validate, refine), where each loop proves value and expands scope toward AI-first operations.
• Lead an AI-first delivery experience, using AI agents and skills to accelerate requirements, build, testing, and documentation.
• Own delivery end to end through go-live: scoping, build, UAT, data migration, and cutover, managing scope change along the way.
• Cut scope to the highest-value slice(Day 1 Scope/MVP)) when needed to get live, and justify the trade-off to the customer.
• Design and run handoff processes, documentation, and enablement that transition ownership to implementation partners and customer teams.
• Set handoff guidelines, solution architecture documentation, and success criteria for sustained post-deployment success.

Required qualifications

• 5+ years in Solutions Consulting, Forward Deployed roles, Strategic or Management Consulting, Product Management, Process Automation, or Business Analysis.
• Domain depth in supply chain, ERP, or finance operations processes (procure-to-pay, order-to-cash, AP/AR, supplier onboarding), including where people patch over system gaps.
• Hands-on experience building AI or agent-based automation yourself, including prompt design, output structuring, and iterating on failures.
• Experience engaging enterprise executives in B2B SaaS to build business cases and long-term roadmaps.
• Proven track record owning engagements from discovery through go-live (UAT, data migration, cutover), not just POCs, followed by structured handoffs.
• Strong grounding in workflow mapping, process modeling, process improvement, and change management.
• Experience translating business requirements into automated workflows, PRDs, and user stories.
• Working knowledge of integration patterns (REST, SOAP, event-based) and common risks such as auth, latency, and payload limits.
• Track record of setting success KPIs and baselines up front and measuring outcomes after go-live.
• Executive presence: confident with skeptical executives and willing to deliver bad news early, with a plan.

Preferred qualifications

• Familiarity with the Salesforce platform ecosystem (APIs, platform services).
• Track record building or navigating partner ecosystems and implementation channels.
• Lean, Six Sigma, or related process improvement certification.
• Technical or business degree; MBA a plus.

Success metrics

• Time to first working version: days to weeks from discovery, not months.
• Go-live rate: share of engagements that reach production, not just a POC.
• Measured value against baseline: KPI movement after go-live (such as cycle time or cost per transaction) compared with the baseline set up front.
• Roadmap and expansion: each go-live earns the next swing, with adjacent processes added to the roadmap and expansion driven in the account.

LI-Y Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education. In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com. Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records. At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $117,200 - $260,100 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $141,200 - $285,800 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable. We’re Salesforce, the Customer Company, inspiring the future of business with AI + Data + CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too - driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you've come to the right place.