Solutions Product Manager - Agentforce Operations for Financial Services

Salesforce•Chicago, IL

17d•$148,500 - $246,000•Hybrid

About The Position

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.

Requirements

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

Nice To Haves

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)

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