Principal, Salesforce (Financial Services Cloud & Agentforce)

Responsibilities

• Lead Salesforce transformation initiatives for banking, wealth management, insurance, and other financial services clients.
• Advise executives on Financial Services Cloud, Agentforce, AI, CRM strategy, and customer engagement transformation.
• Lead solution design, implementation, and adoption efforts that deliver measurable business outcomes.
• Guide clients in leveraging Agentforce, Einstein AI, generative AI, and automation to improve customer experiences and operational efficiency.
• Leverage AI tools to accelerate analysis, synthesize complex information, and support data-driven recommendations for clients, exercising sound judgment in evaluating outputs.
• Apply AI technologies (e.g., generative AI, automation tools, data models) to enhance insights, improve delivery efficiency, and elevate the quality of client outcomes. .
• Support proposals, solution positioning, and pursuit efforts in collaboration with Salesforce alliance teams and strategic partners.
• Support the growth of the Salesforce practice through thought leadership, talent development, and knowledge sharing.
• Develop reusable methodologies and best practices related to FSC, Agentforce, and AI-enabled transformation.
• Lead and mentor junior consultants during delivery and through performance management.

Requirements

• 7+ years of consulting, technology, or business transformation experience, including leadership of enterprise Salesforce programs.
• Deep expertise in Salesforce Financial Services Cloud and financial services business processes.
• Experience leading Agentforce, Einstein AI, generative AI, or other AI-enabled Salesforce initiatives.
• Proven ability to influence executive stakeholders and develop trusted client relationships.
• Experience developing transformation strategies, business cases, and technology roadmaps.
• Salesforce certifications preferred; FSC and AI-related certifications are a plus.
• Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.
• Strong analytical, problem solving, and quality assurance experience.
• Strong communication skills to be able to work with C-level clients.
• Ability to travel 25 to 50%.
• A commitment to inclusion and diversity, and openness to new ideas and perspectives.
• Ability to work permanently in the United States without sponsorship.
• Seattle or Washington, D.C.
• $127,700 - $150,200 USD
• Los Angeles
• $133,800 - $157,300 USD
• New York City or San Francisco
• $139,800 - $164,500 USD
• A location not listed above
• $121,600 - $143,000 USD
• Other consultancies talk at you.
• At West Monroe, we work with you.
• We're a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.
• At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what's next.
• You'll feel the difference in how we work. We show up personally. We're right there in the room with you, co-creating through the challenges. With West Monroe, collaboration isn't a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact.
• West Monro

Benefits

Additional Information

Are you ready to make an impact? West Monroe is seeking a Principal to help financial services organizations transform customer experiences, modernize operations, and drive business value through Salesforce Financial Services Cloud (FSC), Agentforce, and AI-enabled solutions. This leader will serve as a trusted advisor to executive stakeholders, lead complex transformation programs, drive business development, and contribute to the growth of our Salesforce practice.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at westmonroe4? Share your experience