Brightree
Salesforce Agentforce Lead
Skills
2 months ago
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Important information
Contract type:
Permanent
Work mode:
Onsite
Published on:
13 August 2026
What they need
Role Summary
Customer Support is evolving towards more scalable, intelligence-driven operation – reducing manual effort, improving customer self-service, and leveraging AI to deliver faster, more consistent outcomes.
The Salesforce Agentforce Lead is responsible for implementing, optimizing, and continuously improving AI-powered capabilities across Customer Support, ensuring the toolset delivers measurable impact.
This role will translate business needs into scalable AI solutions and enable the organization to work more efficiently, consistently and intelligently over time.
Responsibilities:
Partner with support management to identify, prioritize, and execute automation opportunities
Identify and recommend automation opportunities across the customer support lifecycle
Configure, implement, and optimize AI-driven capabilities
Support testing, validation, and iteration of AI solutions to ensure reliability and effectiveness in production
Act as a hands-on operational SME, focused on improving how AI is applied within day-to-day support workflows
Recommend success metrics and continuously monitor performance of AI and optimize based on results
Leverage all related data sources to:
- Track customer journeys across touchpoints
- Analyze customer usage and engagement patterns
- Identify opportunities to improve adoption, engagement, and efficiency
Translate insights into actionable changes and targeted adjustments, including workflow updates, model tuning, and automation enhancements
Create repeatable frameworks for evaluating and scaling new AI use cases
Translate operational needs into technical requirements and solutions
Troubleshoot and resolve issues with AI tools, workflows, and integrations in sandbox and production environments
Monitor and optimize AI agent performance using analytics and QA tools to ensure accuracy, efficiency, and continuous improvement.
Partner with support management to execute against defined priorities and deliver solutions at scale
Document configurations, processes, and operational best practices of AI solutions to support scalability and consistency
Act as a hands-on subject matter expert, driving continuous improvement in AI-enabled support operations
Skills, Experience and Capabilities
Demonstrated experience applying AI, automation, or advanced technologies in a live operational or business environment, including direct ownership of use cases such as:
- Implementing AI-driven workflows (e.g., case routing, classification, summarization, or self-service automation)
- Deploying or optimizing conversational AI (e.g., virtual agents, copilots, or guided interactions) in production environments
- Integrating AI solutions across platforms (e.g., CRM, knowledge, community, or data layers) to drive end-to-end workflow improvements
- Measuring impact through defined KPIs (e.g., deflection, handle time reduction, agent productivity, or adoption) and iterating based on results
- Scaling solutions beyond pilot phases into repeatable, governed processes across teams
Hands-on experience with enterprise AI platforms such as Salesforce Agentforce, Data360, including configuration, optimization, and performance monitoring in a production environment
Experience operating AI solutions within defined governance models, including quality thresholds, risk management, and ongoing performance accountability
Salesforce Agentforce Certification
Strong understanding of system workflows, integrations, and data-driven decision making
Experience working across multiple platforms and understanding system interdependencies
Familiarity with AI-driven capabilities such as search, classification, summarization, or conversational systems
Experience working within or supporting customer service or operations environments
Strong understanding of support workflows, agent experience, and self-service design principles
Ability to identify opportunities to improve efficiency, scalability, and customer experience through automation
Ability to analyze complex, ambiguous problems and develop scalable, effective solutions
Experience monitoring performance metrics and evaluating outcomes to drive continuous improvement
Strong critical thinking skills, including evaluating trade-offs and adapting approaches based on results
Ability to think across end-to-end workflows and understand how systems interact
Experience optimizing processes and improving performance over time - not just initial implementation
Experience identifying new opportunities for automation and operational efficiency
Strong communication skills with the ability to translate technical concepts into business impact
Ability to operate with autonomy in a fast-paced, collaborative, customer-focused environment
Experience working in a remote environment
Bachelor’s degree or equivalent experience in Computer Science, Engineering, Data, or a related field
Joining us is more than saying “yes” to making the world a healthier place. It’s discovering a career that’s challenging, supportive and inspiring. Where a culture driven by excellence helps you not only meet your goals, but also create new ones. We focus on creating a diverse and inclusive culture, encouraging individual expression in the workplace and thrive on the innovative ideas this generates. If this sounds like the workplace for you, apply now! We commit to respond to every applicant.
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