Solutions Product Manager - Agentforce Operations for Financial Services

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Job Category

Product

Job Details

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.

The Solutions Product Manager is responsible for designing, implementing, and optimizing automated business process solutions ("Blueprints") using the platform's existing capabilities.
This role is hands-on and execution-focused, partnering closely with customer-facing teams and AI agents to transform manual processes into automated workflows.Unlike a traditional PM responsible for product feature development, this role focuses on blueprint creation, process improvement, and identifying automation opportunities, while providing structured feedback to Product.
Responsibilities:
Partner with customer-facing team leaders to map and analyze customer requirements for new solutions
Identify operational inefficiencies, manual processes, and automation opportunities for each solution
Build solution blueprints and workflow automations using current platform features
Work directly with AI agents and prompting tools to design automated solutions
Validate, test, and iterate blueprints for accuracy, consistency and performance
Document solution architecture, demonstrations, and implementation guidelines
Provide detailed feedback to Product Managers regarding feature gaps and enhancements needed to support solution scalability
Support rollout and enablement of blueprint solutions across teams and customers
Qualifications:
5+ years of experience in Financial Services (e.g., Banking, Insurance, Asset Management, Lending, or FinTech)
Familiarity with financial operations, compliance, or risk-related processes (e.g., onboarding, audits, claims, or payments)
Experience in Product Management, Process Automation, Business Analysis, or Solutions Consulting
Strong understanding of business workflow mapping, process modeling, and process improvement methodologies
Proven experience translating business requirements into structured automated workflows or solutions
Hands-on technical experience with automation tools, workflow builders, AI prompting, or low/no-code platforms
Excellent communication and collaboration skills across both technical and non-technical audiences
Analytical mindset with ability to measure solution impact through data
Preferred Qualifications:
Experience in SaaS, AI automation, contact center operations, or customer experience technology
Experience with prompt design or agent-based automation solutions
Familiarity with feature prioritization and product feedback processes
Understanding of regulatory or compliance frameworks (e.g., SOX, KYC/AML, audits, or third-party risk)

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

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Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.

At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $148,500 - $223,900 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $178,900 - $246,000 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.