Serve as the executive sponsor and trusted advisor for assigned PE firms and their portfolio companies.
Build relationships with PE operating partners, portfolio company executives, and Salesforce account teams to identify opportunities where AI can drive measurable business value.
Help PE firms define AI transformation strategies, prioritize investments, and establish roadmaps that align AI initiatives to value creation plans, operational efficiency goals, revenue growth objectives, and portfolio-wide transformation strategies.
Guide executive stakeholders through AI adoption journeys and position Salesforce as a strategic transformation partner.
Partner with Relationship Managers.
Work in close partnership with the Relationship Manager (RM) assigned to each PE firm.
Understand the distinct and complementary roles: RMs own overall client relationships, timelines, and impact tracking; Senior Directors in this role lead the technical AI transformation execution, pod delivery, and portco-level outcomes.
Collaborate with RMs on account strategy, escalation paths, and executive alignment — ensuring seamless coordination across the team.
Lead and Develop High-Performing AI Pods.
Lead multiple squads of builders, deployment strategists, and technical specialists responsible for delivering AI-powered solutions and business outcomes.
Recruit, coach, and develop top talent while fostering a culture of innovation, accountability, customer obsession, and execution excellence.
Ensure teams maintain high standards for solution quality, customer engagement, technical rigor, governance, and measurable business impact.
Create clear operating rhythms, delivery mechanisms, and performance frameworks that enable teams to scale effectively across multiple portfolio engagements.
Drive Strategic Use Cases into Measurable Outcomes.
Partner with PE firms and portfolio companies to identify and prioritize high-impact AI use cases including Agentforce, Data Cloud, and AI Pod implementations.
Translate business objectives into actionable execution plans for pods, ensuring initiatives are aligned to strategic priorities and measurable value creation outcomes.
Oversee solution delivery from opportunity discovery through deployment, adoption, and value realization.
Remove obstacles, coordinate resources, and ensure successful execution across technical, business, and executive stakeholders.
Establish clear success metrics and accountability mechanisms that demonstrate business impact and Salesforce value.
Drive consumption growth explicitly — this team's work should be reflected in measurable increases on the PE Portco consumption dashboard.
Build Scalable Transformation Playbooks.
Capture learnings, best practices, implementation patterns, and success stories across engagements.
Develop repeatable frameworks, industry-specific use cases, deployment methodologies, governance models, and AI transformation playbooks that can be reused across PE firms and portfolio companies.
Create scalable operating models that increase delivery efficiency, accelerate customer outcomes, and enable broader adoption of Salesforce AI capabilities including Data Cloud and AI Pods.
Surface market insights, customer feedback, and emerging opportunities to Salesforce product, engineering, and GTM leadership teams.
Accelerate Salesforce Growth and Market Leadership.
Partner closely with Sales, Customer Success, Product, and Executive Leadership teams to identify expansion opportunities and support strategic account growth.
Help establish Salesforce as the preferred AI transformation partner within the private equity ecosystem.
Drive customer references, success stories, executive advocacy, and thought leadership that enhance Salesforce's reputation and market position.
Contribute to revenue and consumption growth through successful adoption, expansion, and strategic AI transformation initiatives.
Requirements
Core (Must-Have) Experience leading large-scale AI, digital transformation, technology strategy, or enterprise transformation programs.
Proven people leadership experience managing senior technical, consulting, or transformation teams.
Executive presence with demonstrated ability to influence C-suite stakeholders and board-level audiences.
Strong understanding of Salesforce technologies, including Agentforce, Data Cloud, and the broader Salesforce platform.
Ability to translate strategic business objectives into executable technical programs.
Track record of delivering measurable business outcomes in complex enterprise environments.
Expected (Needed Within 90 Days) Ability to build trusted relationships with PE operating partners and portfolio company executives.
Experience managing multiple concurrent transformation initiatives and cross-functional teams.
Strong operational rigor, program management discipline, and outcome-oriented leadership.
Ability to identify scalable patterns and convert successful engagements into repeatable frameworks.