Digital Reach Agency is looking for an AI Strategy Consultant to serve as a trusted advisor for clients adopting AI-enabled tools across their Salesforce, marketing, and operations ecosystems. You will be responsible for designing AI roadmaps, implementing technical solutions, and ensuring measurable business outcomes.
What You'll Do
- Develop AI adoption strategies tailored to client goals in sales, marketing, and customer engagement.
- Translate business challenges into clear AI-driven use cases and solutions.
- Implement Salesforce Einstein AI (Sales 1 / CoPilot) for predictive insights, automation, and productivity gains.
- Build SFDC MCP + Zapier/MuleSoft integrations to enable agentic, cross-platform workflows.
- Build advanced lead enrichment and scoring workflows in Clay, including custom signals and CRM data normalization/cleaning at scale.
- Leverage Clay’s AI automation and API integrations to enrich inbound leads, generate intent-based outreach, sync with CRMs, and orchestrate automated outbound campaigns.
- Design and implement middleware solutions (Zapier, MuleSoft, SFDC MCP connections) for cross-platform automation and agentic behavior.
- Ensure seamless integration of Salesforce with external platforms to enable real-time workflows.
- Deliver workshops and training sessions on AI tools.
- Produce documentation and best-practice guides to drive adoption and long-term success.
What We're Looking For
- 5+ years in AI strategy, CRM consulting, or digital transformation roles.
- Strong technical expertise in Salesforce Einstein AI (Sales Cloud, Service Cloud, CoPilot).
- Hands-on experience with middleware integrations (Zapier, MuleSoft, or similar).
- Familiarity with intent signal platforms (Clay, 6Sense, Bombora, or equivalent).
- Demonstrated success in client-facing consulting roles with the ability to present strategies, roadmaps, and technical solutions to executives.
- Strong understanding of data governance, ethical AI, and compliance standards.
- Excellent problem-solving and communication skills.
Technical Stack
- Salesforce Einstein AI, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce CoPilot
- Clay, Zapier, MuleSoft
- HubSpot, Marketo
Team & Environment
You’ll be primarily working with the Marketing Automation/RevOps team and Operations team.
Work Mode
This is a global role open to candidates in the US.
Digital Reach Agency is an equal opportunity employer.
