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Salesforce company · OPEN ROLE
- Company
- Provides cloud-based CRM and AI software that helps companies manage customer relationships.
- Role
- Leads AI-driven transformation consulting projects for banking, securities, and insurance clients.
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What you will do
We rewrote the responsibilities and qualifications in plain language instead of copying the original posting.
Responsibilities
- Set the direction and approach for customers' AI and agentic transformation projects.
- Work with account partners to lead professional services proposal activities.
- Once work is won, lead or support the whole project as an industry expert or the person who sees it through to completion.
- Build and maintain relationships with customer executives while raising project quality and results.
- Manage several strategic customers at once and build projects other customers can reference.
- Communicate effectively with internal and external leaders and executives.
What you need
- Ten or more years of consulting delivery experience or equivalent experience at a business company.
- Knowledge and hands-on experience in business consulting or AI and IT technology and project management.
- Experience with financial industry business or technology.
- Strong executive-level writing, presentation, analysis, and problem-solving skills.
Good to have
- Knowledge and experience in the insurance industry.
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Checked 2026-10-19
SalesforceSenior Engagement Manager, Financial ServicesStart a mock application