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Salesforce AI Project Manager

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Robert Half

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Location:
United States , Palm Beach Gardens

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Category:
IT - Software Development

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Contract Type:
Not provided

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Salary:

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Job Description:

This is not a pure developer role and it is not a traditional Salesforce Administrator role. The client is looking for a multidisciplinary professional who bridges three domains: Salesforce platform expertise (development background, not just administration), AI project experience (prior delivery of AI solutions in an enterprise context), and Project management (structured requirements gathering, stakeholder communication, implementation planning). The person will embed with the firm, learn the Briefcase application and internal workflows end-to-end, gather requirements from attorneys and the board, and then design and lead the roadmap for building a custom AI layer on top of Briefcase.

Job Responsibility:

  • Learn Briefcase inside and out: understand how cases are opened, developed, and closed within the platform
  • Conduct structured requirements sessions with lawyers, paralegals, and board members to capture AI needs
  • Translate business requirements into a concrete AI implementation roadmap on the Salesforce platform
  • Serve as the primary liaison between the business stakeholders and the existing backend development team
  • Evaluate build options and guide internal development of a custom AI solution integrated with Briefcase
  • Manage the project lifecycle from discovery through deployment

Requirements:

  • Salesforce development background (not just admin-level)
  • Understanding of Salesforce architecture: queries, integrations, APIs, and data modeling
  • Ability to speak credibly with the backend dev team about how Briefcase is built and how it operates
  • Prior experience delivering AI projects in a production environment
  • Familiarity with integrating AI/ML capabilities into existing enterprise platforms
  • Able to evaluate build-vs-buy decisions and recommend an approach with justification
  • Experienced project manager, specifically on technical/AI initiatives
  • Capable of sitting with a board and attorneys, facilitating requirements discussions, and synthesizing outputs into an actionable project plan
  • Strong communicator who can bridge technical and non-technical stakeholders
  • Minimum 3-5 years of relevant professional experience
  • The client needs someone who can operate independently and drive the initiative forward without heavy guidance

Nice to have:

  • Experience in the legal industry or with legal software/workflows
  • Prior exposure to case management platforms or CRM customization for professional services firms
What we offer:
  • medical, vision, dental, and life and disability insurance
  • enrollment in company 401(k) plan

Additional Information:

Job Posted:
May 05, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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