
Salesforce AI Consultant (Salesforce AI Consulting)
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Overview
Job Description
Job Title: Salesforce AI Consultant (Salesforce AI Consulting) Engagement Type: Contract / Consulting (Part-Time, with potential for Full-Time)
Role Overview
We are seeking a highly skilled Salesforce AI Consultant to lead and support a Salesforce AI discovery and roadmap project. This role will focus on assessing current Salesforce capabilities, defining an AI-driven roadmap, and implementing intelligent solutions to enhance business processes, reporting, and customer insights.
This is initially a part-time consulting engagement, with the possibility to transition into a full-time role based on project needs and performance.
Key Responsibilities
Conduct discovery and assessment of the current Salesforce environment, including data, workflows, and integrations
Define and deliver a Salesforce AI roadmap, aligning with business goals and scalability needs
Design and implement AI-driven capabilities within Salesforce (Einstein AI, predictive analytics, automation)
Develop advanced reports and dashboards leveraging AI insights for business decision-making
Identify opportunities for process automation and optimization using AI/ML within Salesforce
Collaborate with business stakeholders to translate requirements into technical AI solutions
Provide recommendations on data readiness, governance, and AI adoption strategy
Support implementation, testing, and deployment of AI features
Ensure best practices in Salesforce architecture, security, and performance
Required Qualifications
5+ years of experience with Salesforce platform (Sales Cloud, Service Cloud, etc.)
Hands-on experience with Salesforce Einstein AI / AI Cloud / Data Cloud
Strong understanding of AI/ML concepts and their application within CRM systems
Experience in Salesforce integrations, APIs, and data modeling
Proven experience in discovery, solution design, and roadmap creation
Strong expertise in reporting, dashboards, and analytics within Salesforce
Excellent stakeholder communication and consulting skills
Preferred Qualifications
Salesforce certifications (e.g., Salesforce AI Specialist, Platform Developer, Architect)
Experience with data engineering, ETL, or cloud platforms (Azure, AWS, GCP)
Background in healthcare or enterprise environments is a plus
Experience working in consulting or advisory roles
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