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Job Category
Customer Success
Job Details
About Salesforce
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.
The Migration Delivery Lead is a high-impact individual contributor responsible for leading complex, high-stakes customer migration engagements from inception to successful validation. Operating at the tip of the spear, you function as the primary technical and strategic orchestrator for a specific migration pod, ensuring that customers achieve rapid time-to-value while migrating to modern cloud architectures. This role is built on a deep, seamless partnership with the Global Delivery Center (GDC), and Outbound Product Management as an aligned unit to ensure flawless, around-the-clock execution of migration engagements.
This role is designed for a versatile expert who thrives at the absolute intersection of customer relationship management and rigorous technical execution. You will act as a trusted advisor, bridging the gap between the customer’s legacy environment and their future-state platform by aggressively driving the adoption of automated playbooks and cutting-edge AI tools to dramatically compress delivery timelines. Beyond execution, you serve as a critical voice of the customer within the migration team feedback loop, systematically capturing real-world field insights, user friction, and system limitations to advocate directly to Product and Engineering for tool optimization. By orchestrating a unified front between the client, the account team, and your GDC engineering partners, you ensure that every engagement eliminates bespoke manual effort in favor of scalable, automated transformation.
Responsibilities
Customer Engagement and Value Alignment
Serve as the primary lead for customer migration engagements, responsible for the technical delivery, project health, and successful go-live outcomes.
- Partner closely with Account Teams and Sales leadership to align migration technical goals with the broader customer business strategy and renewal/expansion targets.
- Successfully manage both Business and Technical Stakeholders, translating complex migration roadblocks into actionable business decisions.
- Develop and execute basic plans to focus time on high-impact milestones, taking full responsibility for pod-level project tasks and timelines.
- Conduct enablement and alignment sessions with customer stakeholders to ensure their workforce is prepared for the platform transition.
Strategic Partnership and Tooling Adoption
- AI-Driven Delivery: Drive the adoption and usage of toolkits, using AI agents and automation to accelerate discovery, mapping, and code conversion.
- GDC Collaboration: Partner deeply with the Global Delivery Center (GDC) team, offloading repeatable technical tasks while maintaining overall accountability for the quality of the output.
- Outbound Product Liaison: Work in lockstep with Outbound Product Managers to stay ahead of product roadmaps and provide field feedback that influences future migration patterns.
- Identify underutilized platform features and align the migration roadmap to increase customer throughput and adoption of modern platform capabilities.
Technical Health and Subject Matter Expertise
- Subject Matter Expertise: Serve as the primary SME in at least one key domain: Marketing Cloud, Data 360, Revenue Cloud, or Tableau, providing deep-dive technical guidance during the migration.
- AI Literacy: Proficiency in using natural-language commands and prompt engineering to guide AI agents in retrieving data and generating migration health reports.
- Incident Interface: Serve as the technical point of contact for major migration incidents, coordinating with Engineering and Product to protect the customer’s revenue during "cutover" phases.
- Proactively monitor technical trends and provide tailored release recommendations to ensure the migrated environment is optimized for performance and stability.
Required Qualifications
- Experience: 8+ years of experience in Professional Services, Customer Success, or Technical Consulting, with a specific focus on large-scale migrations.
- Domain Expertise: Deep, hands-on experience in one or more of the following: Marketing Cloud (Engagement/Intelligence), Data 360 (Data Cloud), Revenue Cloud (CPQ/Billing), or Tableau.
- Consulting Skills: Demonstrated ability to drive business value, facilitate technical discussions, and handle objections at the stakeholder level.
- Technical Fluency: Ability to translate complex technical architectures into business terms and guide customers through complex data transformations.
- Collaboration: Proven track record of working successfully with global/offshore delivery models (GDC) to accelerate project timelines.
Cloud/Platform & Technical Requirements
- Platform Mastery: Advanced knowledge of Salesforce core (Sales/Service) or specialized clouds (Marketing/Data/Revenue/Tableau).
- AI Engagement: Familiarity with using AI agents or automation tools to handle data mapping, sentiment analysis, or task automation.
- Integration Knowledge: Understanding of how the target cloud integrates with telephony, third-party data sources, and self-service portals.
Preferred Qualifications
- Certifications in relevant domains (e.g., Marketing Cloud Consultant, CPQ Specialist, Data Cloud Consultant, or Tableau Desktop Specialist).
- Prior experience as an Individual Contributor leading multi-million dollar transformation projects.
- Advanced AI Associate or "Agentblazer" certifications.
Unleash Your Potential
When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.
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