Solutions Product Manager - Agentforce Operations for Financial Services

Solutions Product Manager

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 Fin Tech)
• 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

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.