Description
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
2. 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
3. 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
4. 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
5. 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
6. 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
7. 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.