Technical AI Lead, CRM and Salesforce Architecture

Key Responsibilities

• Lead cross-business initiatives: Guide AI-enabled CRM and workflow work from discovery through rollout.
• Keep teams focused on business value and measurable outcomes.
• Identify where AI can improve business workflows.
• Bifurcate high-value use cases from ideas better solved through process changes.
• Turn business needs into clear requirements, user stories, workflow designs, and rollout plans.
• Made complex work easier to execute.
• Shape AI design patterns: Help define practical approaches for CRM workflow agents, Customer Intelligence and Insights, CRM search and retrieval, tool calling, and prompt patterns.
• Support responsible AI: Ensure CRM related AI solutions use the right level of evaluation, guardrails, human review, governance, and feedback loops.
• Guide CRM and platform design: Connect Salesforce and CRM decisions to the surrounding data, reporting, AI, and integration landscape. Align design choices to scalable delivery.
• Cook up delivery: Keep business and technology stakeholders aligned on scope, risks, dependencies, data readiness, and change needs. Remove blockers early.
• Build repeatable practices: Codify lessons into playbooks, templates, enablement materials, and reusable solution patterns.

Requirements

• Experience: 7+ years in technical leadership or enterprise technology delivery, with relevant experience in Salesforce, CRM, AI, data, or digital transformation.
• Cross-functional delivery: Experience owning initiatives that connect business priorities to process design, systems, integrations, delivery, and adoption.
• AI fluency: Strong understanding of generative AI and agentic workflows. Comfortable with retrieval, evaluation, guardrails, and prompt patterns.
• Platform knowledge: Experience with complex Salesforce or CRM multi module instances and adjacent data, reporting, API, automation, or AI capabilities.
• Business process leadership: Ability to facilitate discovery, document decisions, and bring structure to complex or evolving business needs.
• Communication and influence: Able to engage business leaders and technical teams with clarity. Comfortable influencing across teams that do not share the same reporting line.
• Sound judgment: Comfort balancing innovation with quality, risk, user trust, and long-term scalability.
• AI delivery experience: Experience piloting and scaling AI capabilities such as workflow assistants, AI driven intelligence, automation, or decision support.
• Data and integration depth: Hands-on exposure to Snowflake, Customer Data Platform design and implementation, data governance, data quality, or integration design. Experience with APIs, middleware, ETL/ELT, or data platforms is helpful.
• Reusable operating models: Experience creating standards, playbooks, templates, communities of practice, or enablement materials that help teams adopt new capabilities consistently.
• Experimentation and prototyping: Interest and experience in turning ideas into demonstratable prototypes within a measure of days, then evaluating and iterating.