Forward Deployed Engagement Strategist

Overview

As a Forward Deployed Consultant on the Regrello team within Salesforce’s Agentforce platform, you drive AI-powered process automation from business case to go-live. You collaborate with customer leaders to define success metrics and a roadmap, delivering rapid blueprints and end-to-end implementations. You own delivery, manage scope, and enable customer teams and partners with clear documentation and training. This role offers impact at scale through enterprise automation and cross-functional collaboration with executives.

Responsibilities

• Build the business case and success metrics with a multi-year automation roadmap
• Turn discovery work into a working automated workflow (Blueprint) using AI agents and prompting tools
• Manage delivery end-to-end to go-live, including scoping, build, UAT, data migration and cutover
• Handle scope changes and prioritize valuable first releases to enable launch
• Handover to partners and customer teams with documentation, training, and success measures
• Use each launch to unlock the next process on the roadmap

Key requirements

• 5+ years in solutions consulting, forward deployed, management consulting, product management, process automation or business analysis
• Understanding of ERP/finance operations processes (procure-to-pay, order-to-cash, AP/AR, supplier onboarding)
• Experience building AI or agent-based automation, including prompts and outputs, and knowledge of integration patterns (REST, SOAP, event-based) and their risks
• Ability to write clear requirements and user stories and communicate with senior executives, including transparent issue reporting and remediation plans
• Alignment with core role competencies and proven project ownership from discovery to go-live

• Stakeholder management
• Clear communication with executives
• Problem-solving and risk management
• AI/agent-based automation
• Prompt design and prompt engineering
• Understanding of REST, SOAP, and event-based integrations

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