Forward Deployed Consultant / Senior Consultant (Value Acceleration)

Momentum
Momentum

San Francisco, CA, USA · Indianapolis, IN, USA · New York, NY, USA · Denver, CO, USA · Chicago, IL, USA · Seattle, WA, USA · Atlanta, GA, USA

Posted on Oct 8, 2026

The Forward Deployed (Value Acceleration) Consultant / Senior Consultant sits at the intersection of customer engagement and platform innovation. This role is responsible for designing, implementing, and optimizing automated business process solutions ("Blueprints") using Agentforce platform capabilities — while also owning the roadmap and feature lifecycle for scalable process solutions that drive measurable customer value.

You will partner closely with customer-facing teams, AI agents, engineering, and design to transform manual, fragmented workflows into automated solutions. You are customer-obsessed, execution-focused, and passionate about solving big problems with creative solutions at speed and quality.

Responsibilities
Roadmap & Solution Ownership

  • Own the roadmap for process blueprints and automation solutions, balancing strategic direction with foundational execution needs
  • Own the feature lifecycle for specific components from discovery through launch and iteration
  • Identify operational inefficiencies, manual processes, and automation opportunities across customer and internal workflows

Blueprint Design & Execution

  • Partner with customer-facing team leaders to map and analyze customer requirements for new solutions
  • Build solution blueprints and workflow automations using current platform features
  • Work directly with AI agents and prompting tools to design automated, enterprise-grade solutions
  • Validate, test, and iterate blueprints for accuracy, consistency, and performance

Technical Specification & Delivery

  • Translate high-level strategic goals and customer requirements into clear Product Requirement Documents (PRDs), user stories, and technical acceptance criteria
  • Manage the product backlog, prioritize sprints, and drive consistent delivery using Agile methodologies
  • Document solution architecture, demonstrations, and implementation guidelines

Customer & Market Research

  • Conduct user interviews and quantitative analysis to deeply understand customer pain points and identify product opportunities
  • Act as the voice of the customer within the development process

Cross-Functional Collaboration

  • Partner with Engineering and Design (UX/UI) to ensure technical feasibility and intuitive user experiences
  • Provide structured, detailed feedback to Product Managers regarding feature gaps and enhancements needed to support scalability
  • Support rollout and enablement of blueprint solutions across teams and customers

Required Qualifications

  • 3-8+ years of experience in Product Management, Process Automation, Business Analysis, or Solutions Consulting
  • Experience building external-facing products in enterprise B2B SaaS environments
  • 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 spoken and written communication with ability to present complex ideas clearly to both technical and non-technical audiences
  • Proven ability to collaborate with virtual and global cross-functional teams including engineering, design, and customer success
  • Rigor and consistency in managing product backlogs and executing delivery

Preferred Qualifications

  • Experience in SaaS, AI automation, supply chain operations, contact center operations, or customer experience technology
  • Experience with prompt design or agent-based automation solutions
  • Familiarity with the Salesforce platform ecosystem (e.g., APIs, platform services)
  • Experience with network effects and cold start strategies
  • Familiarity with feature prioritization and product feedback processes
  • Lean, Six Sigma, or related process improvement certification
  • A related technical degree
  • Experience within the Supply Chain or Financial Services sector highly preferred

Success Metrics

  • Efficiency improvements and measurable reduction in manual work for customers
  • Blueprint adoption, usage outcomes, and tangible business value delivered (e.g., cost savings)
  • Quality and clarity of roadmap feedback influencing platform improvements
  • Time-to-value and scalability of solution deployments
  • Customer satisfaction and depth of engagement with deployed solutions

*LI-Y