Salesforce & AI Automation Lead

Recruiters & Staffers - We prefer to hire direct. Please do not solicit your services to any member of our organization.

Interested Applicants - The hiring team for this position will handle all applicants and communications through our Applicant Tracking System. Resumes emailed directly to other members of our company will not be considered.

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. Our goal is to automate approximately 80% of our internal workflows, allowing our employees to focus more on client relationships and delivering exceptional service.

The ideal candidate combines advanced Salesforce expertise with hands-on AI automation experience, exceptional problem-solving skills, and the ability to independently manage projects from concept through production. We are looking for someone who understands business challenges, communicates effectively, takes ownership of their work, and consistently delivers practical, measurable results.

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.

Please Note: At this time, we are not accepting unsolicited contact from recruiters, staffing agencies, or headhunters. We respectfully request that third parties refrain from reaching out regarding this position. Our hiring team is focused on sourcing and engaging directly with candidates, and we prefer to manage our recruitment efforts internally. Thank you for your understanding.

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

Minimum Qualifications:

• 5+ years of hands-on Salesforce administration, development, or platf…