Solutions Product Manager - Agentforce Operations for Financial Services

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

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Verification

Source-linked last checked May 7, 2026

Salary

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401(k) match

Listed Source: EMPLR_CONTRIB_INCOME_AMT. source Last checked May 7, 2026.

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Schedule

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Weekend work

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Application

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About this role

Solutions Product Manager - Agentforce Operations for Financial Services New York - New York; Illinois - Chicago; California - Irvine 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. 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 Qualifications: 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,

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