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We are seeking an AI-Enabled Salesforce Project Manager to lead the design and planning of a custom AI initiative built on top of a Salesforce-based legal CRM platform. This role sits at the intersection of Salesforce development expertise, AI project delivery, and technical project management. This is not a pure developer role and not a traditional Salesforce Administrator position. The ideal candidate is a multidisciplinary professional who can deeply understand an existing Salesforce application, gather requirements from non-technical stakeholders, and drive a structured AI implementation roadmap from concept through deployment. The primary objective of this role is to help reduce administrative burden on legal professionals by enabling AI-driven automation and decision support within existing case-management workflows.
Job Responsibility:
Gain deep end-to-end understanding of a Salesforce-based case management platform including workflows from case intake through resolution
Conduct structured requirements-gathering sessions with attorneys paralegals executive leadership and board-level stakeholders
Translate business and operational needs into a clear actionable AI implementation roadmap on the Salesforce platform
Serve as the primary liaison between business stakeholders and the backend development team
Evaluate options for building custom AI capabilities within Salesforce and guide internal development efforts
Lead the project lifecycle from discovery and planning through implementation and deployment
Ensure alignment between business goals technical feasibility and long-term platform sustainability
Requirements:
Minimum of 3–5 years of relevant professional experience
Demonstrated ability to operate independently and drive initiatives forward without heavy oversight
Hands-on Salesforce development background (beyond administrative configuration)
Strong understanding of Salesforce architecture including data models queries APIs and integrations
Ability to speak credibly with developers about platform design constraints and customization approaches
Prior experience delivering AI or machine-learning initiatives in a production or enterprise environment
Familiarity with integrating AI capabilities into existing business platforms or workflows
Experience evaluating build-versus-buy decisions for AI solutions and recommending an approach based on cost value and feasibility
Proven experience managing technical or AI-driven projects end-to-end
Ability to facilitate requirements discussions with non-technical stakeholders and executives
Strong communication skills with the ability to synthesize complex inputs into structured plans and roadmaps
Nice to have:
Experience in the legal industry or with legal technology platforms
Prior exposure to case management systems or CRM customization for professional services organizations
What we offer:
medical, vision, dental, and life and disability insurance