Responsibilities
- 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.
- Proven expertise in building advanced lead enrichment and scoring workflows in Clay, including custom signals (job changes, funding rounds, competitor mentions, tech stack changes) and CRM data normalization/cleaning at scale.
- Ability to leverage Clay’s AI automation and API integrations to enrich inbound leads, generate intent-based outreach, sync with CRMs (HubSpot, Salesforce, Marketo), 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.
Requirements
- 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.
Additional Information
- Position: Contractor (hours will vary based on needs)
- Location: Fully Remote
