Vice President, CRM AI Solutions Consultant

Overview

We’re building AI‑powered agents that operate inside real CRM ecosystems, not demos, not experiments, and not slideware. As our AI platform enables autonomous decision‑making across data, journeys, and channels, we’re looking for someone who can bridge CRM strategy and agent design and build.

This role sits at the intersection of strategy, data, and AI execution. It’s for someone who understands how CRM programs truly work and has already started translating that understanding into agent‑based systems using modern AI tooling.

This is not a prompt‑engineering role. It’s not a traditional CRM strategy role either. It’s a hands‑on builder role for people who think in systems and create tangible outputs, often before others have finished scoping.

What You’ll Do

You’ll be responsible for designing, prototyping, and operationalizing AI agents that power CRM programs from signal interpretation to journey orchestration to client‑ready demonstration.

Specifically, you will:

• Design CRM‑ready AI agents that operate across data ingestion, signal normalization, decisioning logic, and activation triggers
• Translate CRM strategies into operational agent architectures that account for:
  • Data latency, quality, and ownership
  • Identity resolution and consent constraints
  • Channel orchestration rules and suppression logic
• Integrate agent workflows into existing CRM stacks, including CDPs, journey orchestration tools, marketing clouds, and analytics platforms
• Partner with platform and solution partners (e.g., CDP, identity, activation, analytics) to define where the agent layer sits—and how it interoperates
• Build or oversee working agent prototypes that can plug into partner environments for pilots, POVs, or live programs
• Establish operational guardrails: human‑in‑the‑loop checkpoints, QA frameworks, escalation paths, and monitoring
• Create reusable agent patterns and operating models that teams can deploy consistently across clients and partners
• Support new business by demonstrating how AI agents work with, not against, enterprise CRM ecosystems

Who Thrives in This Role

• Has deep experience in CRM, lifecycle marketing, or marketing technology
• Understands segmentation logic, journey triggers, suppression rules, and channel orchestration
• Has spent the last 1–2 years actively building with LLMs, agents, or AI orchestration tools
• Is energized by ambiguity and moves quickly from concept to output
• Thinks in inputs, decisions, and outcomes, not features or channels
• Is comfortable being both strategic and hands‑on, often in the same day
• You don’t need to come from a traditional agency background, but you do need to be able to operate in fast‑paced, client‑facing environments.

What You Bring

• 10+ years of experience in CRM strategy, marketing technology, data‑driven programs, or adjacent fields
• Hands‑on experience with LLM‑based tools, agent frameworks, or AI orchestration platforms
• Strong understanding of CRM data models and lifecycle logic
• Ability to write clear, practical functional specifications for technical and non‑technical partners
• Enough technical fluency to collaborate credibly with engineers (Python, JavaScript, APIs, or equivalent)
• A track record of shipping real artifacts, not just concepts
• You should be able to point to something tangible you’ve built with AI: a prototype, an internal tool, a deployed agent, or a working workflow.

What Success Looks Like

In your first year, success means:

• CRM programs in market with agent‑enabled components you helped design or build
• Multiple pitches or client engagements supported by working AI demonstrations
• Reusable frameworks or playbooks that other teams rely on
• Colleagues and clients better understand AI‑enabled CRM because of how you explain and show it

• Paid Family Care for parents and caregivers for 12 weeks or more
• Monetary assistance and support for Adoption, Surrogacy and Fertility
• Monetary assistance and support for pet adoption
• Employee Assistance Programs and Health/Wellness/Comfort reimbursements to help you invest in your future and work/life balance
• Tuition Assistance
• Paid time off that includes Flexible Time off Vacation, Annual Sick Days, Volunteer Days,…