Senior Business Transformation Consultant

12 Minutes ago • 10 Years +
Business Analysis

Job Description

Salesforce is seeking a Senior Business Transformation Consultant to join its Professional Services team. This role involves guiding clients through the adoption of Salesforce CRM solutions, focusing on Digital Transformation (DX) and AI Transformation (AX), particularly with AI Agents. The consultant will serve as a trusted advisor, bridging business strategy and technical execution to drive measurable impact for customers by revolutionizing Sales, Service, and Marketing functions.
Good To Have:
  • Advanced Degree (MBA, MPA).
  • Proven experience in driving or consulting on large-scale Digital Transformation projects.
  • Direct experience with or strong understanding of AI-driven initiatives and AI Agent applications.
  • Prior experience with Salesforce CRM implementation.
  • Previous experience with a top-tier management consulting firm or leading technology consulting practice.
  • Experience working with multinational corporations or across diverse cultural environments.
Must Have:
  • Engage with CXO-level executives on CRM solutions, DX, and AX.
  • Lead discovery sessions to understand client business processes and design future-state processes leveraging Salesforce and AI Agents.
  • Define CRM solution vision and phased implementation roadmap, including KPIs for DX and AX outcomes.
  • Translate complex business requirements into actionable specifications for technical teams.
  • Provide expert guidance on change management strategies for CRM adoption and AI-enabled operating models.
  • Minimum 10 years of experience in business consulting, CRM strategy, or sales/marketing/service operations.
  • Proven track record in CRM areas like sales process optimization, marketing automation, customer service transformation.
  • Demonstrated experience with IT systems, including CRM platforms and AI Agent deployment architectures.
  • Direct, hands-on operational experience in sales, marketing, or service functions.
  • Exceptional analytical and structured thinking for complex business problems.
  • Experience in leading change management initiatives related to IT system adoption and digital/AI transformation.
  • Superior communication, presentation, and interpersonal skills to influence CXO-level executives.

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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.

Salesforce is seeking a highly experienced and strategic Business Architect to join our Professional Services team. This role is pivotal in guiding our clients through the transformational journey of adopting Salesforce CRM solutions, with a strong emphasis on Digital Transformation (DX) and the emerging capabilities of AI Transformation (AX), particularly concerning AI Agents. You'll serve as a trusted advisor, bridging the gap between business strategy and technical execution, ensuring our solutions drive measurable impact for our customers.

Responsibilities

As a Business Architect, you will be instrumental in enabling our clients' success by:

  • Strategic Advisory & Transformation Leadership: Engaging directly with CXO-level executives and key stakeholders to articulate the strategic imperative of CRM solutions, DX, and AX. You'll inspire and educate them on how Salesforce, powered by AI Agents, can revolutionize their Sales, Service, and Marketing functions through compelling business cases and concrete examples.
  • Business Process Transformation: Leading discovery sessions to deeply understand client's current state business processes, pain points, and strategic objectives across sales, service, and marketing. You'll then design future-state processes that leverage Salesforce capabilities, emphasizing AI-driven automation and intelligent workflows enabled by AI Agents, driving efficiency and effectiveness.
  • Solution Vision & Roadmap: Collaborating closely with clients to define a clear CRM solution vision and a phased roadmap for implementation. This includes structuring complex business situations, defining key performance indicators (KPIs), and outlining the measurable impact pre- and post-implementation, particularly focusing on DX and AX outcomes.
  • Cross-Functional Communication: Acting as a critical liaison between business stakeholders and technical teams. You'll translate complex business requirements into clear, actionable specifications for Technical Architects and development teams, ensuring the envisioned solution is technically feasible and aligned with business goals, including AI Agent integration strategies.
  • Change Management & Adoption: Providing expert guidance on change management strategies to ensure successful adoption of new CRM solutions and the transition to a more digitally and AI-enabled operating model. This involves identifying potential resistance, developing communication plans, and advising on training initiatives to maximize user engagement and business value.
  • Thought Leadership: Contributing to the Salesforce Professional Services intellectual capital, developing best practices, and mentoring junior consultants, especially in the areas of DX, AX, and AI Agent deployment.

Qualifications

We are looking for a seasoned professional with a strong blend of business acumen, practical experience, and strategic consulting capabilities.

  • Experience: Minimum of 10 years of progressive experience in business consulting, CRM strategy, or significant roles within sales, marketing, or service operations, ideally with direct exposure to CRM solution implementation and digital transformation initiatives.
  • Domain Expertise: Proven track record in CRM areas such as sales process optimization, marketing automation, customer service transformation, or related fields, with a clear understanding of how DX and AX principles apply.
  • IT System Acumen: Demonstrated experience with the introduction and utilization of relevant IT systems, including CRM platforms. Ability to effectively communicate and collaborate with technical stakeholders on complex integrations and AI Agent deployment architectures.
  • Practical Business Experience: Direct, hands-on operational experience in sales, marketing, or service functions, providing a deep understanding of day-to-day challenges and opportunities, particularly in a rapidly evolving digital landscape.
  • Analytical & Structured Thinking: Exceptional ability to structure complex business problems, conduct comprehensive current state/future state analysis, define clear KPIs, and analyze pre/post-implementation impact, with a keen eye for digital and AI-driven metrics.
  • Change Management: Experience in leading or significantly contributing to change management initiatives related to IT system adoption and the broader digital and AI transformation of organizations.
  • Communication & Influence: Superior communication, presentation, and interpersonal skills, with the ability to influence and build rapport with CXO-level executives and diverse stakeholder groups.

Preferred Qualifications

  • Advanced Degree: An MBA, MPA, or other relevant advanced degree from a reputable institution is highly desirable.
  • Digital Transformation (DX) Experience: Proven experience in driving or consulting on large-scale Digital Transformation projects, demonstrating an understanding of technology's role in reshaping business models.
  • AI Transformation (AX) & AI Agent Expertise: Direct experience with or a strong understanding of AI-driven initiatives, including the practical application and benefits of AI Agents in business processes (e.g., intelligent automation, conversational AI, predictive analytics).
  • Salesforce Experience: Prior experience with Salesforce CRM implementation, either as a consultant or a power user/administrator, with an understanding of its DX and AX capabilities.
  • Consulting Background: Previous experience working for a top-tier management consulting firm or a leading technology consulting practice.
  • Global/Cross-Cultural Experience: Experience working with multinational corporations or across diverse cultural environments.

This is an unparalleled opportunity to drive significant business transformation for our valued clients, embracing both established digital strategies and cutting-edge AI innovations. If you are a strategic thinker with a passion for customer success and a proven ability to bridge business and technology to achieve profound DX and AX outcomes, we encourage you to apply.

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. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

Accommodations

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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.

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