[Hiring] Salesforce & AI Automation Lead @Whiteboard Risk & Insurance Solutions

Role Description

We are looking for an experienced, innovative, and results-driven Salesforce & AI Automation Lead to design, develop, and implement AI-powered solutions that improve operational efficiency and support our company's continued growth.

In this role, you will:

• Lead the development of AI agents, voice agents, workflow automations, and system integrations while maintaining and optimizing our existing Salesforce platform.
• Automate approximately 80% of our internal workflows, allowing our employees to focus more on client relationships and delivering exceptional service.
• Combine advanced Salesforce expertise with hands-on AI automation experience, exceptional problem-solving skills, and the ability to independently manage projects from concept through production.

If you're passionate about developing innovative solutions, leveraging AI to transform business operations, and making a meaningful impact within a growing organization, we'd love to hear from you!

This is a fully remote position, but we host several in-person company events throughout the year. The ideal candidate is willing and able to attend occasional in-person gatherings.

Responsibilities

• AI Agent Development: Design, build, test, and deploy AI-powered agents and automations that streamline business processes across Sales, Claims Management, Injury Triage, and Client Services.
• Voice AI Solutions: Develop and implement AI voice agents capable of handling inbound calls, injury intake, dispatch coordination, and other customer-facing workflows.
• Workflow Automation: Identify opportunities to reduce manual processes and develop intelligent automations that improve efficiency, accuracy, and employee productivity.
• Salesforce Development & Administration: Maintain and optimize our Salesforce Enterprise environment, including Sales Cloud, Service Cloud, Experience Cloud, Data Cloud, Agentforce, and other integrated Salesforce products.
• System Integration: Develop and maintain integrations between Salesforce and third-party platforms, including Microsoft 365, Aircall (VOIP), Calendly, and agency management systems such as Applied Epic.
• Process Optimization: Collaborate with leadership and departmental stakeholders to understand existing workflows, identify business challenges, and develop effective technical solutions.
• Project Management & Execution: Independently manage multiple technical initiatives from requirements gathering through development, testing, deployment, and ongoing optimization, with an emphasis on completing established quarterly priorities.
• Communication & Documentation: Develop clear project plans, maintain accurate system documentation, communicate progress proactively, and provide regular updates to company leadership.
• Data Management & Security: Maintain Salesforce data integrity, user permissions, security settings, and overall platform reliability while protecting sensitive business and client information.
• User Support & Training: Troubleshoot technical issues, support end users, develop training resources, and promote successful adoption of new systems and automations.
• Continuous Improvement: Stay informed of advancements in Salesforce, artificial intelligence, and automation technologies, and recommend practical improvements that align with organizational goals.

Qualifications

• 5+ years of hands-on Salesforce administration, development, or platform management experience, or equivalent demonstrated expertise.
• Demonstrated experience successfully designing, developing, and deploying AI agents or advanced automation solutions in production business environments.
• Strong knowledge of Salesforce architecture, Flow, custom objects, data models, security, and automation best practices.
• Experience with Salesforce Agentforce, Prompt Builder, Data Cloud, or comparable AI agent development platforms.
• Working proficiency with Apex, APIs, and third-party system integrations, including the ability to troubleshoot and modify existing solutions.
• Proven ability to independently manage technical projects from requirements gathering through successful implementation.
• Strong analytical and problem-solving skills, with the ability to translate business challenges into practical technical solutions.
• Excellent written and verbal communication skills, including the ability to explain technical concepts to nontechnical stakeholders.
• Exemplary time management, organizational skills, and attention to detail.
• Demonstrated ability to work effectively in a fully remote environment with minimal supervision, proactively manage priorities, and consistently meet project commitments.
• Strong collaboration skills, accountability, and a commitment to delivering reliable, measurable business results.

Preferred Qualifications

• Experience developing AI-powered voice agents using Agentforce Voice, Aircall, Retell, Vapi, or similar platforms.
• Experience implementing AI solutions that analyze sales calls, meeting transcripts, or employee interactions to provide actionable feedback.
• Experience with middleware and workflow automation platforms such as MuleSoft, Workato, n8n, or Zapier.
• Experience with Salesforce Sales Cloud, Service Cloud, Experience Cloud, Field Service, Data Cloud, and Account Engagement.
• Familiarity with commercial insurance, Workers' Compensation, claims management, or insurance agency management systems, particularly Applied Epic.
• Salesforce certifications such as Agentforce Specialist, Platform App Builder, Advanced Administrator, or Platform Developer.
• Experience working directly with executive leadership in a small or midsize organization.
• Demonstrated success implementing automation solutions that deliver measurable improvements in operational efficiency, employee productivity, or service quality.

Compensation

$130,000 - $150,000 yearly

Benefits

• Competitive Compensation
• Monthly Health & Wellness Credit
• Employer-Sponsored Health Care Plan
• Retirement Plan with up to a 5% match
• Flexible Paid Time Off
• Training & Development Support