Agentic Enablement & Insights Specialist

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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.

Agentic Enablement & Insights Specialist

Global Professional Services Solutions CoE

Role Overview

Salesforce Professional Services is building a Global Solutions CoE to create a more consistent, scalable, and predictable way to shape, scope, estimate, and deliver large customer programs.

We are looking for an Agentic Enablement & Insights Specialist to help turn CoE standards, methods, and field knowledge into practical AI-enabled tools, dashboards, workflows, and insights that the field can use every day.

This role is not just about building reports or experimenting with AI. It is about helping Professional Services become more scalable through agents, automation, knowledge access, telemetry, and continuous learning.

The right candidate understands services delivery, is comfortable with data and AI-enabled workflows, and can translate field pain points into useful tools that improve scoping quality, estimation accuracy, adoption, and business outcomes.

What You Will Do

1. Build Practical AI-Enabled Workflows

Help design AI-assisted workflows for scoping, estimation, risk review, SOW drafting, and knowledge retrieval

Translate CoE methods into repeatable prompts, agent logic, and workflow steps

Ensure tools make the field faster and more consistent, not more burdened

1. Own Enablement for CoE Tools and Agents

Create simple guidance for how field teams should use CoE tools and agents

Build job aids, demos, FAQs, and enablement materials

Drive adoption by making tools easy to understand and easy to use

1. Develop Insights and Dashboards

Build dashboards that show tool usage, CoE adoption, deal coverage, cycle time, and quality indicators

Track whether CoE tools are improving real outcomes

Turn data into simple, actionable insights for leaders and field teams

1. Support the Agent Ecosystem

Support priority agents such as:

Intake & Context Agent

Complexity Classification Agent

Estimation Agent

Risk & Assumptions Agent

Knowledge Agent

CoE Performance & Insights Agent

Help test, refine, and improve agent outputs based on field feedback

1. Connect Data to Continuous Improvement

Help capture estimate vs actuals, delivery learnings, risk patterns, and adoption signals

Convert insights into recommendations for improving standards, tools, and playbooks

Partner with Data Cloud / analytics teams to improve the quality and usability of CoE data

1. Manage Knowledge Access and Reuse

Improve how field teams find the right playbooks, templates, examples, and reusable assets

Support knowledge retrieval use cases through agents and search experiences

Identify gaps in knowledge assets and feed them back to the CoE team

1. Collaborate Across the Ecosystem

Partner with GDC to capture delivery signals, reusable accelerators, and offshore execution insights

Partner with Practices to embed product and domain knowledge into tools, agents, and dashboards

Partner with Delivery Innovation & Governance to align AI workflows with innovation priorities, governance standards, and risk controls

Partner with PS Operations to connect operational data, staffing signals, and reporting needs

Partner with Growth & Offering to ensure tools reflect priority offerings and reusable solution patterns

Partner with Sales Excellence to support better deal shaping, cleaner handoffs, and improved scoping discipline

What Success Looks Like

Field teams actively use CoE tools and agents during scoping and estimation

CoE tools reduce manual effort and improve consistency

Leaders have visibility into CoE adoption and impact

Scoping and estimation insights are captured and reused

Agents produce reliable, useful outputs that improve over time

Knowledge assets are easier to find and apply

Data from deals and delivery feeds continuous improvement

The CoE becomes measurable, scalable, and easier for the field to adopt

Minimum Qualifications

4+ years of experience in professional services, consulting operations, enablement, analytics, AI adoption, business architecture, or solution delivery

Strong understanding of services scoping, estimation, delivery, or program execution

Experience building or supporting dashboards, reporting, analytics, or performance measurement

Comfort working with AI tools, automation, prompts, workflows, or agent-based systems

Ability to translate business processes into practical tool requirements

Strong communication skills with ability to simplify complex ideas for field teams

Experience working across global teams and matrixed organizations

Strong execution mindset with ability to move from concept to usable deliverables

Preferred Qualifications

Salesforce ecosystem experience

Experience with Agentforce, Data Cloud, Tableau, Slack, CRM Analytics, or similar platforms

Experience supporting AI/automation adoption in a services or consulting environment

Experience building enablement materials for technical or consulting teams

Familiarity with PSA, Jira, CRM, delivery reporting, or operational data sources

Experience measuring adoption, usage, cycle time, quality, and business impact

Experience working with different time zone teams and distributed delivery models

What Kind of Person Will Succeed

Practical builder who can turn ideas into usable tools and workflows

Data-minded operator who knows dashboards must drive action, not just reporting

Curious about AI, but grounded in real business outcomes

Strong communicator who can make new tools easy for the field to understand

Comfortable working between business teams, technical teams, and field users

Focused on adoption, usefulness, and measurable impact

Able to balance innovation with trust, security, and governance

A Day in the Life

A typical day may include reviewing adoption data for a new estimation agent, identifying where field users are getting stuck, and working with the Global Tools Lead to refine the workflow. You may partner with Practices to improve product-specific prompts, connect with GDC to capture delivery learnings, and update a dashboard showing CoE penetration across regions and deal types. You may also create a short enablement guide or demo that helps field teams use a new scoping workflow with more confidence.

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

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form .

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