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Business Consultant - CRM AI Analyst

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NTT DATA

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Location:
India , Bangalore

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

The CRM AI Analyst designs and delivers AI‑powered assistants that enhance everyday CRM workflows in a safe, compliant way. This role focuses on building and optimizing Agentforce assistants, prompts, and actions to support real‑world use cases such as call documentation, pre‑call insights, and automated content drafting. Partnering closely with business users, CRM, and Data Cloud teams, this role should ensure AI responses are accurate, compliant, and powered by trusted data. The position also drives testing, adoption, training, and continuous improvement, while monitoring usage and working with Salesforce and system integrators to introduce new AI capabilities as they evolve.

Job Responsibility:

  • Design, build, and maintain Agentforce AI assistants to support CRM use cases (e.g., Compliant call note entry, pre-call summaries, auto call logging, suggested/automated RTE drafting)
  • Develop and optimize AI prompts aligned with business workflows, compliance rules, and data availability
  • Configure Agentforce actions, guardrails, and response logic to ensure safe and compliant AI outputs
  • Partner with business teams to translate real-world user needs into conversational AI use cases
  • Collaborate with Data Cloud and CRM teams to ensure AI assistants leverage trusted, governed data
  • Test, validate, and continuously refine AI responses based on user feedback and performance metrics
  • Ensure AI assistants comply with all internal pharmaceutical compliance standards, medical/legal requirements, and data privacy regulations
  • Support rollout, training, and change management for AI-enabled CRM features
  • Monitor adoption and usage of Agentforce capabilities and recommend enhancements
  • Partner with Salesforce and System Integrators to enable new AI use cases as they become available

Requirements:

  • 3-5+ years of experience in AI/ML development or conversational AI, preferably within Salesforce ecosystem
  • Strong understanding of prompt design, conversational flows, and AI guardrails
  • Ability to work closely with business users and translate needs into AI-enabled solutions
  • Experience in regulated industries preferred (pharma/life sciences)
  • Strong communication and documentation skills
  • Salesforce certifications and Agentforce experience are a plus (Salesforce Certified Platform Administrator, Salesforce Certified Platform App Builder, Salesforce certified business Analyst, Salesforce Certified AI Specialist)

Nice to have:

  • Salesforce certifications and Agentforce experience are a plus (Salesforce Certified Platform Administrator, Salesforce Certified Platform App Builder, Salesforce certified business Analyst, Salesforce Certified AI Specialist)
  • Experience in regulated industries preferred (pharma/life sciences)

Additional Information:

Job Posted:
February 21, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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