Solutions Product Manager - Agentforce Operations for Financial Services

The Solutions Product Manager is responsible for designing, implementing, and optimizing automated business process solutions ("Blueprints") using the platform's existing capabilities. This role is hands-on and execution-focused, partnering closely with customer-facing teams and AI agents to transform manual processes into automated workflows.Unlike a traditional PM responsible for product feature development, this role focuses on blueprint creation, process improvement, and identifying automation opportunities, while providing structured feedback to Product.

Responsibilities: Partner with customer-facing team leaders to map and analyze customer requirements for new solutions Identify operational inefficiencies, manual processes, and automation opportunities for each solution Build solution blueprints and workflow automations using current platform features Work directly with AI agents and prompting tools to design automated solutions Validate, test, and iterate blueprints for accuracy, consistency and performance Document solution architecture, demonstrations, and implementation guidelines Provide detailed feedback to Product Managers regarding feature gaps and enhancements needed to support solution scalability Support rollout and enablement of blueprint solutions across teams and customers

Qualifications: 5+ years of experience in Financial Services (e.g., Banking, Insurance, Asset Management, Lending, or FinTech) Familiarity with financial operations, compliance, or risk-related processes (e.g., onboarding, audits, claims, or payments) Experience in Product Management, Process Automation, Business Analysis, or Solutions Consulting Strong understanding of business workflow mapping, process modeling, and process improvement methodologies Proven experience translating business requirements into structured automated workflows or solutions Hands-on technical experience with automation tools, workflow builders, AI prompting, or low/no-code platforms Excellent communication and collaboration skills across both technical and non-technical audiences Analytical mindset with ability to measure solution impact through data Preferred

Qualifications: Experience in SaaS, AI automation, contact center operations, or customer experience technology Experience with prompt design or agent-based automation solutions Familiarity with feature prioritization and product feedback processes Understanding of regulatory or compliance frameworks (e.g., SOX, KYC/AML, audits, or third-party risk)

The typical base salary range for this position is $148,500 - $223,900 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $178,900 - $246,000 annually.