Senior Director, AI, Private Equity Transformation

Responsibilities

• Lead Private Equity AI Transformation Programs
• Serve as the executive sponsor and trusted advisor for assigned PE firms and their portfolio companies.
• Build relationships with PE operating partners, portfolio company executives, and Salesforce account teams to identify opportunities where AI can drive measurable business value.
• Help PE firms define AI transformation strategies, prioritize investments, and establish roadmaps that align AI initiatives to value creation plans, operational efficiency goals, revenue growth objectives, and portfolio-wide transformation strategies.
• Guide executive stakeholders through AI adoption journeys and position Salesforce as a strategic transformation partner.
• Partner with Relationship Managers.
• Work in close partnership with the Relationship Manager (RM) assigned to each PE firm.
• Understand the distinct and complementary roles: RMs own overall client relationships, timelines, and impact tracking;
  Senior Directors in this role lead the technical AI transformation execution, pod delivery, and portco-level outcomes.
• Collaborate with RMs on account strategy, escalation paths, and executive alignment — ensuring seamless coordination across the team.
• Lead and Develop High-Performing AI Pods.
• Lead multiple squads of builders, deployment strategists, and technical specialists responsible for delivering AI-powered solutions and business outcomes.
• Recruit, coach, and develop top talent while fostering a culture of innovation, accountability, customer obsession, and execution excellence.
• Ensure teams maintain high standards for solution quality, customer engagement, technical rigor, governance, and measurable business impact.
• Create clear operating rhythms, delivery mechanisms, and performance frameworks that enable teams to scale effectively across multiple portfolio engagements.
• Drive Strategic Use Cases into Measurable Outcomes.
• Partner with PE firms and portfolio companies to identify and prioritize high-impact AI use cases including Agentforce, Data Cloud, and AI Pod implementations.
• Translate business objectives into actionable execution plans for pods, ensuring initiatives are aligned to strategic priorities and measurable value creation outcomes.
• Oversee solution delivery from opportunity discovery through deployment, adoption, and value realization.
• Remove obstacles, coordinate resources, and ensure successful execution across technical, business, and executive stakeholders.
• Establish clear success metrics and accountability mechanisms that demonstrate business impact and Salesforce value.
• Drive consumption growth explicitly — this team's work should be reflected in measurable increases on the PE Portco consumption dashboard.
• Build Scalable Transformation Playbooks.
• Capture learnings, best practices, implementation patterns, and success stories across engagements.
• Develop repeatable frameworks, industry-specific use cases, deployment methodologies, governance models, and AI transformation playbooks that can be reused across PE firms and portfolio companies.
• Create scalable operating models that increase delivery efficiency, accelerate customer outcomes, and enable broader adoption of Salesforce AI capabilities including Data Cloud and AI Pods.
• Surface market insights, customer feedback, and emerging opportunities to Salesforce product, engineering, and GTM leadership teams.
• Accelerate Salesforce Growth and Market Leadership.
• Partner closely with Sales, Customer Success, Product, and Executive Leadership teams to identify expansion opportunities and support strategic account growth.
• Help establish Salesforce as the preferred AI transformation partner within the private equity ecosystem.
• Drive customer references, success stories, executive advocacy, and thought leadership that enhance Salesforce's reputation and market position.
• Contribute to revenue and consumption growth through successful adoption, expansion, and strategic AI transformation initiatives.

• Core (Must-Have) Experience leading large-scale AI, digital transformation, technology strategy, or enterprise transformation programs.
• Proven people leadership experience managing senior technical,…