Salesforce

Solutions Engineer

• Frontline Team Leadership Lead, coach, and develop a team of Solution Engineers across the Commercial Mid-Market business.
• AVP & Pod Partnership Serve as a strategic partner to Sales AVPs and Pod leadership by aligning technical resources to business priorities, improving execution rigor, and helping teams navigate complex customer opportunities.
• Customer Engagement & Executive Presence Act as a customer-facing leader on strategic engagements, workshops, executive meetings, and key presentations.
• Deal Strategy & Execution Support teams on complex opportunities by helping shape account strategy, technical positioning, competitive differentiation, and customer engagement plans.
• Operational Excellence Drive operational rigor across the team through inspection, forecasting discipline, resource alignment, and scalable execution frameworks.
• AI-Powered Solution Engineering Encourage adoption of AI-enabled workflows and modern Solution Engineering practices that improve productivity, speed, quality, and customer engagement across discovery, demos, presentations, and account planning.
• Talent Development & Coaching Develop future leaders and top technical talent through active coaching, career development, feedback, and mentorship.
• Value-Led Solutioning Drive a solutions approach focused on customer value realization, scalable platform strategy, and rapid business alignment.

Senior Manager, Solution Engineering, Mid-Market Commercial

Account Executive

• Developing and executing against a comprehensive account/territory plan
• Driving sales in a defined territory and/or account list
• Facilitating every stage in the sales cycle
• Helping prospects understand product solutions
• Collaborating cross-functionally with key partners

Manager

• Develop and implement strategies to drive customer renewals and maximize revenue
• Maintain and strengthen relationships with existing customers
• Manage the renewal process from start to finish
• Collaborate with cross-functional teams
• Analyze customer data and usage patterns

Renewals Manager

Architect

• Proven success managing cross-functional, multi-workstream projects to on-time completion
• Plan and manage releases of FINS industry demo org releases, ensuring timely delivery of changes and enhancements
• Coordinate release content and effort based on service requests, third-party applications, and system updates
• Ensure quality control through comprehensive testing and defect resolution processes
• Continuously improve release processes and workflows to enhance efficiency and effectiveness
• Utilize Salesforce metadata configuration tools to design and deploy custom applications and solutions
• Collaborate with developers to leverage Salesforce metadata configuration for seamless integration and deployment
• Ensure that Salesforce metadata components are aligned with overall release plans, business objectives, and organizational best practices
• Utilize Salesforce OmniStudio tools to design and deploy custom applications and solutions
• Collaborate with developers to leverage OmniStudio's capabilities for seamless integration and deployment
• Ensure that OmniStudio components are aligned with overall release plans, business objectives, and organizational best practices
• Hands-on experience designing, building, or deploying Agentforce agents within Salesforce environments
• Ability to identify opportunities where AI agents can enhance demo narratives, automate workflows, or personalize the SE experience
• Stay current on Agentforce capabilities, prompt engineering best practices, and the evolving landscape of AI tooling within the Salesforce ecosystem
• Own and manage code repositories (GitHub, GitLab, or equivalent) for demo org assets, ensuring clean branching strategies, versioning, and documentation standards
• Champion best practices around pull requests, code reviews, and commit hygiene across the build team
• Partner with CI/CD pipelines to automate deployment and testing of Salesforce metadata, OmniStudio components, and agent configurations
• Ensure repositories are organized and accessible so that SE contributors can find, fork, and build on existing assets with minimal friction
• Lead the creation and curation of open source demo assets, templates, and accelerators that can be shared directly with the broader SE community or external customers
• Define standards for how open source assets are packaged, documented, and versioned for customer-facing distribution
• Collaborate with stakeholders to identify which demo components have the highest reuse value and prioritize them for open source publication
• Evaluate AI tooling that can assist in generating documentation, release notes, and onboarding guides for open source assets at scale
• Collaborate with ISS leads, build teams, and other internal support teams to align release strategies with business objectives
• Communicate release plans and changes to stakeholders, facilitating necessary approvals and sign-offs
• Ensure environments are maintained and available for development, testing, and production
• Manage Salesforce build org environments to align with release schedules and business needs
• Identify and manage risks related to Salesforce releases
• Develop contingency plans to mitigate potential risks and ensure smooth releases
• Maintain detailed release documentation and ensure compliance with organizational standards and best practices
• Document release procedures, guidelines, and lessons learned
• Leverage AI tools to accelerate documentation creation, keeping pace with rapid release cycles.

Distinguished Architect

Security Engineer

• Personally lead the most complex customer security investigations across APAC and US West
• Serve as the final technical authority on containment decisions for the region
• Own regional operations including staffing, capacity planning, on-call scheduling, and case assignment
• Drive cross-functional engagement with Detection Engineering, Threat Intelligence, Product Security, and Legal

Director, Customer Security Response

Product Designer

• Define Repeatable Delivery Models
• Build standard delivery patterns for large and complex programs
• Define common phases, workstreams, milestones, and control points
• Create reusable delivery templates for $1M+ programs
• Standardize Scoping-to-Delivery Handoff
• Define what “delivery ready” means before a program is handed off
• Create handoff checklists from SSSL / solutioning teams to DAM / delivery teams
• Reduce ambiguity between what was sold, scoped, estimated, and what must be delivered
• Build Staffing and Role Models
• Define standard role mix by program type, complexity, and delivery model
• Create guidance for onshore, offshore, GDC, and blended delivery structures
• Support more accurate staffing assumptions during estimation
• Improve Delivery Predictability
• Identify common delivery risks that begin during scoping
• Build delivery readiness guardrails into the solution design process
• Help reduce preventable rework, scope gaps, and mobilization delays
• Create Reusable Program Assets
• Build standard workstream models
• Create delivery design templates
• Maintain reusable program patterns, checklists, and readiness tools
• Collaborate Across the Ecosystem
• Partner with GDC to ensure delivery models are executable at scale
• Partner with Practices to incorporate product and domain delivery realities
• Partner with Delivery Innovation & Governance to align delivery patterns, quality controls, and governance expectations
• Partner with PS Operations to ensure staffing, resource planning, and delivery setup assumptions are practical
• Partner with Growth & Offering to align reusable delivery patterns with go-to-market offerings
• Partner with Sales Excellence to ensure delivery design supports cleaner deal progression and handoff

Senior Director – CoE Solution & Delivery Design Lead

Program Manager

• Ensure comprehensive alignment of deliverables across all contributing teams throughout the project and program lifecycle
• Drive prioritization and execution of cross-functional program initiatives; orchestrate and manage interdependencies between projects and programs within designated portfolios
• Coordinate and monitor the progression and successful delivery of critical program milestones
• Establish and enforce governance frameworks for decisions, escalations, and change controls pertaining to scope, schedule, and budget
• Accurately report delivery progress, risks, and mitigations to leadership
• Contribute to Program Increment (PI) Planning (for SAFe-driven engagements) and other strategic work planning initiatives, synthesizing outputs into comprehensive program materials in close collaboration with Engineering and Product roles
• Collaborate with the Product team to identify and align on relevant GUS projects for the program, ensuring accurate creation in GUS in adherence to established work breakdown structure guidelines
• Oversee and manage the program's financial budget
• Lead thorough program retrospectives upon closure and following critical milestones to capture lessons learned; actively engage with Portfolio Leaders to provide feedback on tools, standards, and processes
• Facilitate knowledge transfer and onboarding for new program members, and provide support to Portfolio Managers in the efficient intake and prioritization of new work

Lead Technical Program Manager

Client Partner

• Drive thoughtful, strategic and enterprise level strategy for our most ambitious customers
• Facilitate qualification, deal cycle participation, account reviews and value assessments
• Drive awareness within a micro-vertical to develop repeatable motions
• Enable smooth transition and partnership into our delivery team with effective margins, staffing plans, approach and Salesforce methodology
• Serve as a key SME, leader, and professional services consultant to our license sales teams
• Serve as the liaison between internal teams and the customer
• The Account Partner (AP) is accountable for creating and executing a strategy that builds mind-share and broad adoption of Salesforce technologies on his/her assigned accounts
• The AP ensures alignment with Sales and is responsible for developing relationships within his/her account(s) to accelerate value and improve customer outcomes, and help uncover new opportunities for Salesforce
• The AP is accountable for bookings, revenue, margin, CSAT, and value delivered across his/her assigned account(s) and serves a key contact for customer negotiations and escalations
• An Account Partner earns the right to be considered a trusted advisor to the customer by providing execution excellence, intimate knowledge of the business the customer is in, and able to clearly lay out the path the customer needs to take to achieve success
• They independently identify and close opportunities with the primary goal of helping customers generate significant business value from their Salesforce investment
• They are responsible for sourcing and closing Professional Service Business in a region, owning bookings, sales performances, forecasting, managing customer lifecycle, driving adoption through sales activities for new and existing customers, pipeline generation and delivering sales presentations to C-level clients.
• Individually responsible for the success of a specific territory and patch.
• Consistently demonstrates the ability to develop, manage and elevate Accounts to Tier 1 /2
• Accountable for a larger quota
• Utilizes a consultative selling approach across all client levels, particularly C-Suite stakeholders
• Demonstrate strong executive presence and confidence when sharing a strong point of view through effective storytelling
• Ability to move fast and drive results
• Influences leaders and orchestrates internal alignment to provide best solutions
• Flawlessly navigate across all our internal teams to create synergy and alignment in driving the deal to closure maximizing both license and services bookings.

Account Partner Director – Travel, Transportation and Hospitality

Financial Planning and Analysis

• Delivery of an accurate revenue forecast
• Topline scenario planning, effectively communicating risks & opportunities
• Analyze actual and forecast variance details to understand drivers
• Identify trends or issues and turn them into actionable recommendations
• Revenue reporting and prepare impactful presentations that deliver messages clearly and engages the audience
• Effectively partner across finance and the business in the composition and delivery of the revenue forecast:
• Corporate F&S Planning: delivery of the topline forecast to finance leadership
• Go To Market F&S: Annual Contract Value (ACV) forecast, delivery of revenue & Current Remaining Performance Obligations (cRPO) forecast to Sales leaders
• Product F&S: product revenue forecast & insights
• Controllership (Revenue Recognition & Revenue Accounting): effectively incorporate revenue adjustments into the forecast

Senior Financial Analyst – Corporate

Engineer

• Drive Tangible Outcomes through Hands-On Implementation
• Build Transformative AI Solutions
• Engineer Bespoke Agentic AI Solutions
• Data Configuration & Integration
• Proactively Remove Technical Blockers
• Drive Agentforce Innovation
• Become a Trusted Strategic Partner
• Conduct Deep-Dive Technical Debugging and Root Cause Analysis
• Lead Rapid Prototyping and Iteration
• Implement and Enforce Best Practices

Forward Deployed Engineer, B2C Commerce

Customer Support

• Tackle high-friction, business critical customer issues
• Teach and share expertise to strengthen Customer Experience (CE) wide knowledge
• Maintain awareness of top case drivers to improve internal efficiencies

Customer Experience Lead

• Lead technical revenue recognition for M&A activities
• Support end-to-end M&A lifecycle: pre-acquisition diligence, closing, and post-close integration
• Assess acquired companies’ revenue models to identify accounting, operational, and systems risks
• Evaluate and align acquired entities’ ASC 606 policies; document required changes
• Prepare and maintain technical accounting memos and formal policy documentation
• Provide technical guidance on performance obligations, transaction price, SSP allocation, and contract modifications
• Partner with Corporate Development, RevOps, Product Ops, Finance, Internal Revenue Team and Legal on timelines, resourcing, and operationalization
• Design/enhance revenue recognition controls and operational processes within Q2C and financial systems

Senior Manager, Revenue

Director

• Provide implementation and technical advisory at key points in time across pre-sale, pre-implementation, and active delivery phases of Salesforce partner-led engagements — covering solution approach, use cases, architecture, and delivery plans.
• Conduct point-in-time reviews of partner and customer project deliverables (e.g., solution designs, architecture documents, staffing plans) to assess progress, surface risks, and provide actionable recommendations.
• Proactively identify delivery risks and provide objective, independent assessments of implementation health — helping partners course-correct before issues escalate.
• Lead critical account recovery efforts in partnership with internal Salesforce teams — including escalation management, corrective action planning, and multi-stakeholder alignment to restore delivery health and protect customer outcomes.
• Validate partner delivery approaches and drive accountability against agreed implementation milestones and quality standards.
• Identify staffing gaps or competency constraints within partner teams, and help connect partners with the right resources to address them.
• Lead strategic solutioning and oversight for Agentforce and AI-powered implementations within partner-led customer engagements.
• Guide partners and their customers through Agentic AI strategy and roadmapping, ensuring AI deployment plans are grounded in clear business objectives and measurable outcomes — including adoption velocity, consumption growth, and time to value.
• Champion Responsible AI principles within partner implementations — including risk mitigation frameworks, guardrail design, bias and safety considerations, and ethical AI usage.
• Assess customer organizational readiness for AI adoption and support partners in guiding clients through the process and change management required to maximize the value of intelligent agents.
• Serve as a vocal advocate for partner delivery teams, ensuring their challenges and needs are understood, surfaced, and addressed within Salesforce.
• Help partners navigate Salesforce's internal ecosystem, facilitating access to relevant resources, programs, and tools that support delivery success.
• Identify and amplify impactful partner delivery success stories to support broader learning and scale programs.
• Provide guidance and coordination when Salesforce Professional Services is co-deployed alongside partner-led implementations.
• Serve as a critical feedback loop between field partner experiences and Salesforce's internal product teams — surfacing real-world insights that influence the product roadmap and platform direction.
• Simultaneously manage engagements across multiple partners and projects.

Partner Delivery Advisor Director

Chief Technology Officer

• Architecting the "Agentic Stack": Define how autonomous agents interact with LLMs, legacy ERPs (SAP, Oracle), and human-in-the-loop workflows. Ensure adoption aligns with the customer’s broader enterprise architecture and digital transformation roadmap.
• Product & Engineering Partnership: Partner with the GM and Product Management to ensure the roadmap is built for "Day 2" enterprise operations. Serve as the final escalation point for complex engineering challenges regarding concurrency, data privacy, and global compliance.
• Enterprise Connective Tissue: Design the framework for Agentforce to navigate fragmented IT landscapes. Ensure the architecture meets the highest standards for AI ethics, data residency, and residency requirements across Supply Chain, FINS, and TMT.
• High-Stakes Technical Advisory: Serve as a strategic advisor to CIO, CTO, and Enterprise Architects at our largest accounts. Lead architectural engagements that translate business strategies into technical enablers for desired outcomes.
• Value Engineering & Prototyping: Lead rapid prototyping for first-of-a-kind capabilities. Develop business cases that link technical agentic reasoning to tangible ROI and measurable business value.
• Field-to-Product Bridge: Prioritize product features based on hyper-scale field requirements. Ensure Regrello-originated capabilities are deeply integrated and leveraged across the broader Agentforce ecosystem.

CTO – Agentic Process Automation, Intelligence

Data Analyst

• Build, validate, and deploy predictive analytics models to forecast hiring trends, attrition risks, and talent supply gaps.
• Apply machine learning techniques (such as regression, classification, or natural language processing) to uncover deeper insights within recruiting and workforce planning datasets.
• Translate complex ML model outputs into actionable, strategic recommendations and clear data stories for recruiting leadership.
• Maintain and manage key Tableau dashboards, integrating predictive insights and advanced data models into user-friendly visualization tools.
• Automate manual reporting workflows and pipeline tasks to scale insight delivery across the organization.
• Partner with Finance, Workforce Planning, IT, and Data Engineering to align data pipelines and scale the infrastructure required for advanced analytics.
• Adapt quickly to changing priorities to ensure timely delivery in a dynamic environment.