Automation Solutions PM: Blueprinted Workflows & AI

The Solutions Product Manager is responsible for designing, implementing, and optimizing automated business process solutions (“Blueprints”) using the platform’s existing capabilities. This hands‑on, execution‑focused role partners closely with customer‑facing teams and AI agents to transform manual processes into automated workflows. Unlike a traditional PM focused on feature development, this role centers on blueprint creation, process improvement, and identifying automation opportunities while providing structured feedback to Product.

• 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

• 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

• Experience in SaaS, AI automation, contact center operations, or customer experience technology
• Experience with prompt design or agent‑based automation solutions
• Familiarity with feature prioritization and product feedback processes
• Understanding of regulatory or compliance frameworks (e.g., SOX, KYC/AML, audits, or third‑party risk)

Salesforce is an equal opportunity employer and maintains a policy of non‑discrimination with all employees and applicants for employment. All assessments are based on merit, competence, and qualifications without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or any other classification protected by law.

In the United States, compensation offered will be determined by factors such as location, job level, job‑related knowledge, skills, and experience. The typical base salary range for this position is $148,500 – $223,900 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $178,900 – $246,000 annually. The range represents base salary only and does not include company bonus, incentive for sales roles, equity, or benefits, as applicable.