Solutions Product Manager – Agentforce Operations, Financial Services

Salesforce

Solutions Product Manager designing, implementing, and optimizing automated business solutions at Salesforce. Collaborating with customer-facing teams and AI agents to transform processes into workflows.

Posted 7/30/2026full-timeNew York City • California, New York • 🇺🇸 United StatesMid-LevelSenior💰 $148,500 - $223,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial services with a strong focus on process automation and business analysis. Capable of designing and implementing automated solutions while effectively collaborating with cross-functional teams.

Highest-signal resume keywords

Financial Services ExperienceProcess AutomationBusiness AnalysisWorkflow MappingAutomation Tools

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Process Improvement MethodologiesBusiness Workflow MappingStructured Automated WorkflowsSolution ArchitectureData Analysis

Soft Skills

Excellent CommunicationCollaboration SkillsAnalytical Mindset

Tools & Technologies

Automation ToolsWorkflow BuildersAI PromptingLow/No-Code Platforms

Industry Keywords

Financial OperationsCompliance ProcessesRisk-Related ProcessesOnboardingAudits

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

time off programs
medical, dental, vision
mental health support
paid parental leave
life and disability insurance
401(k)
employee stock purchasing program