Salesforce

Senior Director, Shared Services Operations, Strategy – Agentic Transformation

Salesforce

full-time

Posted on:

Location Type: Hybrid

Location: IndianapolisCaliforniaIllinoisUnited States

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Salary

💰 $181,700 - $304,700 per year

Job Level

Tech Stack

About the role

  • Reporting to the SVP of Procurement and Shared Services, this Senior Director is the strategic architect connecting business stakeholders and shared services suppliers
  • Spearhead the transition to an "Agentic Enterprise"
  • Identify, design, and deploy Agentic AI workflows — autonomous AI agents capable of executing complex business processes—to dramatically improve operating margins, speed, and accuracy across Finance, Sales Ops, and Procurement
  • Define the vision for Agentic AI within Shared Services, moving from static automation (RPA) to dynamic, reasoning-based AI agents that manage end-to-end business functions
  • Serve as the lead advisor on how Agentic AI can reshape the "Finance of the Future," automating complex reconciliations, contract audits, and "Prospect-to-Cash" cycles
  • Establish the framework for "Human-in-the-loop" (HITL) protocols, ensuring Agentic AI deployments align with Salesforce’s Trust and Equality values, including rigorous accuracy and compliance audits
  • Conduct deep-dive process mining to identify high-impact areas where autonomous agents can replace or augment manual intervention in Procurement and Shared Services
  • Collaborate with BPO partners (1000+ staff) to transition labor-intensive tasks to AI-augmented workflows, shifting the partner value proposition from "headcount" to "outcome"
  • Develop sophisticated ROI models for AI investments, quantifying the impact of reduced cycle times, error rates, and headcount optimization on the enterprise operating margin
  • Partner with IT and Product teams to ensure Shared Services agents are seamlessly integrated with Salesforce’s internal "Agentforce" and core data architecture.

Requirements

  • 10+ years of combined experience in Shared Services, Procurement, or BPO with a recent focus on Digital Transformation
  • Proven experience (or deep theoretical understanding) of deploying Agentic AI frameworks (e.g., ReAct patterns, multi-agent orchestration, or autonomous tool-use) to solve business problems
  • 3+ years leading high-impact automation programs, specifically moving beyond simple "if-then" bots to GenAI-driven solutions
  • Deep understanding of Finance and Operational workflows to effectively "teach" or configure AI agents for specialized business logic
  • Strong ability to analyze data structures and "readiness" for AI consumption, ensuring that the underlying data for automation is clean, governed, and secure
  • 8+ years of People Leadership: Experience leading technical and non-technical teams through the cultural shift of AI adoption, focusing on upskilling and "AI-fluency"
  • Ability to explain the "black box" of Agentic AI to C-suite stakeholders, building trust in autonomous systems through clear KPIs and safety guardrails
  • A commitment to Salesforce values, ensuring AI is used to empower employees and enhance customer success, not just reduce costs.
Benefits
  • time off programs
  • medical
  • dental
  • vision
  • mental health support
  • paid parental leave
  • life and disability insurance
  • 401(k)
  • employee stock purchasing program
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Agentic AIRPAprocess miningROI modelsdata analysismulti-agent orchestrationGenAI-driven solutionsFinance workflowsoperational workflowsAI frameworks
Soft Skills
leadershipcommunicationanalytical skillstrust buildingcultural shift managementupskillingAI-fluencycollaborationstrategic thinkingproblem-solving