Agentic Enablement & Insights Specialist

Responsibilities

• 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
• 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
• 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
• 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
• 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
• 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
• 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

Requirements

• 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
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Additional Information

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Sales 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. 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.

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