Solutions Product Manager (Agentforce Operations for Financial Services)

Join our team as a Solutions Product Manager for Agentforce Operations in Financial Services. In this hands-on role, you will design, implement, and optimize automated business process solutions using our platform's existing capabilities. You will partner closely with customer-facing teams and AI agents to transform manual processes into automated workflows. Your responsibilities will include mapping and analyzing customer requirements, identifying operational inefficiencies, building solution blueprints, validating and testing blueprints, documenting solution architecture, and providing feedback to Product Managers. You will also support the rollout and enablement of blueprint solutions across teams and customers.

• Partner with customer-facing team leaders to map and analyze customer requirements for new solutions, identifying operational inefficiencies and automation opportunities.
• Build solution blueprints and workflow automations using current platform features, working directly with AI agents and prompting tools to design automated solutions.
• Validate, test, and iterate blueprints for accuracy, consistency, and performance, documenting solution architecture and providing detailed feedback to Product Managers.
• Proven experience translating business requirements into structured automated workflows or solutions
• Familiarity with financial operations, compliance, or risk-related processes (e.g., onboarding, audits, claims, or payments)
• Analytical mindset with ability to measure solution impact through data
• Hands-on technical experience with automation tools, workflow builders, AI prompting, or low/no-code platforms
• 5+ years of experience in Financial Services (e.g., Banking, Insurance, Asset Management, Lending, or FinTech)
• Experience in Product Management, Process Automation, Business Analysis, or Solutions Consulting
• Excellent communication and collaboration skills across both technical and non-technical audiences
• Strong understanding of business workflow mapping, process modeling, and process improvement methodologies
• Understanding of regulatory or compliance frameworks (e.g., SOX, KYC/AML, audits, or third-party risk)
• Familiarity with feature prioritization and product feedback processes
• Experience with prompt design or agent-based automation solutions
• Experience in SaaS, AI automation, contact center operations, or customer experience technology