Solution Design: Collaborate with sales and success teams to conduct pre-trial "Trial Objectives" calls, identifying key workflows, prompts, and autonomous agents tailored to client needs.
Technical Implementation: Lead the configuration of AI prompt libraries and build autonomous workflows during the trial discovery and setup phase.
Guidance & Mentorship: Provide technical guidance to Sales Engineers and other team members on building custom demo flows and updating demo orgs for new product releases.
Troubleshooting & Optimization: Navigate complex permission issues, perform end-user testing, and provide ongoing technical support during trial check-ins to optimize for adoption.
Post-Rollout Customization: Lead additional workflow customizations and configurations following full rollout to ensure long-term client retention and success.
Agentic Documentation & Training: Develop internal and external-facing AI and Agent documentation. Develop and deliver ongoing training to LSAP and Customer Success as a whole to ensure Agentic knowledge growth.
To be successful in this role, you have
2+ years of hands-on experience with the Salesforce platform and Litify software.
Strong technical knowledge of Salesforce administration and configuration; Salesforce Advanced Administrator Certification preferred.
2+ years experience working on Salesforce Automations. Strong Flow knowledge with emphasis on record triggered flows, collections, loops, and working with and configuring 3rd party lightning components.
Project Management experience; you have experience running complex projects, uphold stakeholder expectations, maintaining scope, time & budgetary constraints.
Excellent communication, both written and verbal. You are comfortable discussing complex technical topics to a wide variety of audiences. You have strong presentation skills and can effortlessly facilitate meetings and presentations.
Ability to handle multiple customers & tasks simultaneously and providing lightning fast responses for AI/Agentic free trials.
Disclosure
This job is fully remote, with the exception of employees living in New York City and New Jersey. Our NYC/NJ employees adhere to our hybrid schedule, which involves working in our Manhattan office 6 days a month.
The estimated base salary pay range for this role is $110,000-$120,000. You may also be offered a bonus and benefits.
Our salary ranges are based on paying competitively for our size and industry, and are one part of many compensation, benefits and other reward opportunities we provide.
Individual pay rate decisions are based on a number of factors, including qualifications for the role, experience level, skill set, and balancing internal equity relative to peers at the company.
