Qualified Success Architect - Global SMB Team

Summary

Salesforce is an AI CRM company focused on helping organizations drive customer success through AI and trusted technology. The Qualified Success Architect will lead SMB customers through onboarding, implementation, adoption, and optimization of the Qualified Agentic Marketing Platform and Piper AI SDR Agent while designing scalable integrations and go-to-market strategies. The role also serves as a trusted advisor, delivering enablement, strategic reviews, recommendations, and support for expansion and renewal opportunities.

Responsibilities

• Lead customers through the successful onboarding, implementation, and adoption of the Qualified Agentic Marketing Platform and Piper the AI SDR Agent
• Manage a higher-volume book of SMB accounts, leveraging agentic tooling and AI-assisted workflows to scale implementation delivery and ongoing account management without sacrificing quality
• Partner with customer stakeholders across Marketing, Sales, RevOps, and IT to design scalable inbound pipeline generation strategies
• Architect and implement Qualified solutions that integrate deeply with Salesforce, marketing automation platforms, routing workflows, and GTM systems
• Guide customers through the configuration and optimization of AI-powered buyer engagement experiences across web and email channels
• Translate customer business objectives into technical solution designs, conversational flows, segmentation strategies, qualification logic, and AI SDR goals
• Consult with Enterprise Architects, RevOps teams, and technical administrators to establish scalable data models, integrations, governance, and operational best practices
• Drive customer enablement by educating teams on agentic marketing strategies, AI SDR operations, inbound conversion optimization, and pipeline acceleration best practices
• Analyze buyer engagement, conversion performance, pipeline impact, and adoption trends to deliver strategic recommendations and ongoing optimization plans
• Conduct Executive Strategic Business Reviews (ESRs) and strategic roadmap discussions with customer stakeholders to demonstrate business impact and align on future growth opportunities
• Partner cross-functionally with Product, Engineering, Sales, and Marketing teams to surface customer feedback, influence platform innovation, and improve implementation outcomes
• Act as a trusted advisor to customers throughout their lifecycle, helping them maximize platform value, accelerate time-to-pipeline, and achieve measurable business outcomes
• Support expansion and renewal conversations by identifying opportunities for deeper platform adoption and increased business impact
• Stay at the forefront of AI-driven go-to-market innovation, bringing new ideas and industry best practices to customers and internal teams

Skills

• 3-5 years of SMB/Mid Market/Enterprise software experience
• Nimble, hands-on relationship with AI tools, with a track record of building or experimenting with your own AI agents/workflows outside of formal job requirements
• Comfortable operating in a fast-paced, higher-volume book of business, using agentic tooling to work efficiently at scale
• Excellent interpersonal, communication, persuasion, presentation and writing skills
• Deep working knowledge of Salesforce CRM
• Working knowledge of marketing automation systems
• Knowledge in web / scripting technologies, HTML, CSS, JavaScript and SaaS applications
• Outstanding problem-solving skills, including the ability to meet a business requirement with a technical solution
• Must be willing to work in a fast-paced startup environment with multiple roles
• You possess a bachelor's degree
• Passion for making customers successful with software solutions

Qualifications

Must Haves

• 3-5 years of SMB/Mid Market/Enterprise software experience
• Nimble, hands-on relationship with AI tools, with a track record of building or experimenting with your own AI agents/workflows outside of formal job requirements
• Comfortable operating in a fast-paced, higher-volume book of business, using agentic tooling to work efficiently at scale
• Excellent interpersonal, communication, persuasion, presentation and writing skills
• Deep working knowledge of Salesforce CRM
• Working knowledge of marketing automation systems
• Knowledge in web / scripting technologies, HTML, CSS, JavaScript and SaaS applications
• Outstanding problem-solving skills, including the ability to meet a business requirement with a technical solution
• Must be willing to work in a fast-paced startup environment with multiple roles
• You possess a bachelor's degree
• Passion for making customers successful with software solutions

Benefits

• Remote home-based work arrangement
• Certain roles may be eligible for incentive compensation
• Certain roles may be eligible for equity
• Time off programs
• Medical insurance
• Dental insurance
• Vision insurance
• Mental health support
• Paid parental leave
• Life insurance
• Disability insurance
• 401(k)
• Employee stock purchasing program