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Agent-Ready Data Harmonization \& Management:
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Strategically bring together and harmonize unstructured and structured data within Salesforce Data Cloud for the target solutions, ensuring it is primed for effective agentic consumption.
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Develop and implement robust data governance strategies to maintain data quality, accessibility, and security for AI agent operations.
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Knowledge Object Utilization \& SOP Integration:
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Design and implement knowledge management systems, using Knowledge Objects to document and structure Standard Operating Procedures (SOPs), empowering agents to leverage step-by-step process guidelines.
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Facilitate the rapid evolution of how to create knowledge artifacts to enable higher accuracy (via search indexes/ retrievers and structure of the SOPs)
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Headless Agent Development \& Deployment:
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Lead the design, development, and deployment of non-UI or headless agents capable of operating independently or in synchronized workflows across various process queues.
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Engineer agentic workflows that seamlessly integrate with existing systems, enhancing overall process efficiency and automation.
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Augmented Decisioning \& AI-Driven Insights:
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Identify and implement strategic opportunities for AI agents to augment human decision-making, significantly reducing swivel chair work and enhancing operational efficiency.
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Develop and deploy AI-driven solutions that provide intelligent insights and recommendations, empowering human employees to make more informed and efficient decisions.
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Agentic Audits :
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Develop and implement automated systems that analyze incoming requests against established SOPs, proactively flagging potential deviations or compliance issues.
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Ensure consistent adherence to SOPs through automated systems, streamlining request processing and minimizing manual intervention.
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Agent-First Solution Design \& Implementation:
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Architect and deploy transformative Salesforce solutions that seamlessly integrate AI agent capabilities into existing workflows, delivering exceptional productivity, customer satisfaction, and employee experience.
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Translate complex business requirements into scalable and efficient Salesforce solutions, adhering to best practices and architectural standards, with a strong focus on AI agent integration.
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Lead the design and implementation of Salesforce-based automation, workflows, and integrations, embedding AI agents directly into critical business processes.
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Implement Governance and Trust frameworks.
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Establish agent development and deployment processes.
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Agent-First Process Transformation \& Optimization:
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Conduct comprehensive analyses of existing GTM and G\&A business processes, finding opportunities for optimization through the integration of AI agents.
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Collaborate with cross-functional teams to develop and implement process transformation strategies that use the Salesforce platform and AI agent capabilities.
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Utilize process mapping and gap analysis techniques to identify automation and efficiency gains through the implementation of Agent-First principles.
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Build a strong semantic layer for trusted data.
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Create metrics for agent ROI.
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Project Management \& Stakeholder Collaboration:
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Manage multiple Agent-First transformation projects simultaneously, ensuring on-time and within-budget delivery.
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Develop detailed project plans, timelines, and resource allocation strategies, with a focus on AI agent development and deployment.
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Foster strong relationships with team members across GTM and G\&A functions, promoting collaboration and alignment on Agent-First initiatives.
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Communicate complex AI concepts to technical, and non-technical audiences.
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Salesforce Expertise \& Continuous Learning:
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Maintain a deep understanding of the Salesforce platform and its AI capabilities, including Sales Cloud, Service Cloud, Data Cloud, and relevant modules.
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Stay abreast of the latest Salesforce releases and AI technologies, identifying opportunities for innovation and optimization.
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Serve as a subject matter expert on Salesforce solutions and AI agent integration, providing guidance and support to the team.