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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 Experience
我們正在尋找對協助客戶進行數位轉型與業務流程優化有熱情、有想法的夥伴。您將主導從企業系統願景規劃、策略擬定，到實際導入與落地運行的完整流程，並帶領客戶與團隊運用 Salesforce 平台實現業務願景與目標。同時，您也將有機會持續接觸最前沿的 AI 與 CRM 趨勢及技術，拓展專業能力和職涯邊界。
職位特色
- 結合策略規劃及落地執行：作為顧問或主要合作夥伴（Prime Vendor）的角色，參與具代表性的轉型專案，從前期策略規劃到實際導入上線，協助客戶將轉型藍圖落實為可執行的成果。
- 應用前沿 AI 技術：協助客戶評估與導入 Agentforce 等新一代 AI 解決方案。使用各式 AI 工具，提升分析深度、設計品質與交付效率。
- 端到端 (End-to-End) 參與：從願景規劃、架構設計到上線後的落地運行與持續優化，參與專案各個關鍵階段，累積完整且具深度的實戰經驗。
主要角色類型
依據您的專業背景，入職後將主要參與以下其中一類角色：
- PM (Project Manager/Engagement Delivery Manager)：負責專案規劃、進度推動與交付管理。
- BA (Business Architect)：負責商業策略、流程設計與應用推廣。
- SA (Solution Architect)：負責整體解決方案、資料模型與多雲架構設計。
- TA (Technical Architect)：負責技術架構、系統整合、資安與效能優化。
What You'll Actually Be Doing
本職位將根據專案需求及您的專業領域，參與以下各階段的任務：
- A. 戰略與轉型設計 (Strategy & Change Design)：負責制定組織及系統整體的轉型構想與藍圖。組織與業務領域轉型設計：策劃業務流程改革及組織變革的整體架構。規劃組織與業務流程轉型方向，協助客戶建立整體藍圖。系統領域轉型設計：設計企業 IT 架構與 Salesforce 平台發展策略。Salesforce Org 戰略：制定 Salesforce Org（Instance）的活用戰略、治理戰略及發展藍圖規劃 Salesforce Org 的治理模式、使用策略與長期發展方向。Salesforce CTO 顧問：從企業架構或 CTO 顧問角度，協助客戶推動 AI 與數位轉型。變革推動與應用推廣落地：規劃變革管理與推動方案，應用推廣，提升解決方案導入後的落地成效。概念驗證 (PoC)：參與 PoC 設計與驗證，評估方案可行性。
- B. 專案執行與支援 (Project Execution & Support)：從需求定義到上線發佈，在各階段提供支援或執行實務工作。根據專案特性選擇瀑布式（Waterfall）或敏捷式（Agile）開發。專案管理：參與專案規劃、進度推動與執行管理。需求定義：進行需求訪談、需求分析與流程引導。設計：主導或參與應用設計、架構設計與詳細設計，並審查相關成果。開發與測試：領導實作與測試工作，或制定開發標準及品質管理流程。遷移與部署：執行資料遷移與部署上線，或制定遷移策略並支援執行。CI/CD：協助建立開發標準，開發環境設計、構建與運維等 DevOps 流程。
- C. 治理與最佳化 (Governance & Optimization)Salesforce 治理 (Governance)：協助建立 Salesforce 治理機制與 CoE (Center of Excellence) 運作模式。設計權威 (Design Authority)：建立或參與設計審查與架構治理流程，確保設計品質。設計品質最佳實踐 (Best Practice)：提供設計最佳實務與優化建議，提升專案交付品質。架構最佳化 (Architecture Optimization)：針對既有環境進行 Org 健檢、架構診斷與最佳化建議。
You're Our Person If...
- 實務經驗：在以下任一領域具備 7 年以上的實務經驗，並曾擔任主要推動角色：A. 策略規劃與轉型設計 (Strategy & Change Design)；B. 治理與持續優化 (Governance & Optimization)；C. 專案推動與執行 (Project Execution & Support)
- 領導力：具備 3 年以上團隊帶領或專案領導經驗（職稱不限）。
- 溝通能力：能與客戶高階主管（含C-Level）及相關利害關係人進行有效溝通，推動共識形成與專案進展。
- 溝通能力：具備良好的跨部門及跨角色溝通與協作能力，能與不同成員有效合作。
- 學習及理解力：能快速理解業務需求、Salesforce 相關技術概念及專案方法
- 學習及理解力：具備學習新技術的意願與行動力，並願意善用 AI 工具提升工作效率與產出品質
- 核心思維：具備實踐「批判性思考 (Critical Thinking)」與「歸零學習 (Unlearning)」的能力。
- 核心思維：不過度執著於過去的成功經驗，能針對 AI 等新技術靈活調整自身的思考模式與方法論。
- 語言能力：中文：母語等級。
- 語言能力：英文：商務英文溝通能力。
Even Better If...
- AI 與數據領域實務經驗：具備 AI、資料應用、資料治理或 AI Agent 相關專案經驗。
- 全球化專案執行能力：具備以英文進行專案溝通與跨國協作的實務經驗。
- 運用 AI 提升業務效率之績效：曾在顧問服務或系統建置過程中，實際運用 AI 工具提升工作效率或交付品質。
- 認證：具備 Salesforce 相關認證者佳，如 Application Architect 或 System Architect等
本職位提供的職涯價值
- 成長為全方位架構師： 透過參與不同階段的轉型專案，累積策略規劃、架構設計、專案交付與治理優化等完整實務經驗。
- 拓展 AI 與 CRM 專業能力： 持續接觸 AI 與 CRM 領域的最新趨勢與技術應用，拓展專業深度與職涯發展空間。
- 累積關鍵轉型專案歷練： 透過參與具挑戰性與代表性的客戶專案，強化架構判斷、跨部門協作與專案推動能力。
- 發展多元職涯方向： 我們將依據您的專業背景、職涯方向與個人特質，提供合適的發展機會與成長舞台。
The Experience
We are looking for passionate, forward-thinking partners who want to help customers with digital transformation and business process optimization. You will lead the full journey, from enterprise system vision and strategy through to actual implementation and live operation, guiding customers and teams to use the Salesforce platform to achieve their business vision and goals. You will also keep getting exposure to the latest AI and CRM trends and technologies, expanding your professional capabilities and career boundaries.
Role Highlights
- Strategy and execution combined: As a consultant or Prime Vendor, take part in representative transformation projects, from early-stage strategic planning through to go-live, helping customers turn their transformation blueprint into actionable results.
- Apply cutting-edge AI: Help customers evaluate and adopt next-generation AI solutions such as Agentforce. Use a range of AI tools to improve analytical depth, design quality, and delivery efficiency.
- End-to-end involvement: Take part in every key project phase, from vision planning and architecture design to post-launch operation and continuous optimization, building complete and in-depth hands-on experience.
Role Types
Based on your background, after joining you will mainly take on one of the following roles:
- PM (Project Manager/Engagement Delivery Manager): Responsible for project planning, driving progress, and delivery management.
- BA (Business Architect): Responsible for business strategy, process design, and adoption.
- SA (Solution Architect): Responsible for the overall solution, data model, and multi-cloud architecture design.
- TA (Technical Architect): Responsible for technical architecture, system integration, security, and performance optimization.
What You'll Actually Be Doing
Depending on project needs and your area of expertise, you will take part in tasks across the following phases:
- A. Strategy & Change Design: Define the overall transformation vision and blueprint for the organization and its systems.Organization and business transformation design: Plan the overall framework for business process reform and organizational change. Plan the direction of organizational and process transformation and help customers build the overall blueprint.System transformation design: Design the enterprise IT architecture and Salesforce platform development strategy.Salesforce Org strategy: Define the utilization strategy, governance strategy, and development roadmap for the Salesforce Org (Instance), including its governance model, usage strategy, and long-term direction.Salesforce CTO advisory: Help customers drive AI and digital transformation from an enterprise architecture or CTO advisor perspective.Change enablement and adoption: Plan change management and enablement programs and drive adoption to improve results after the solution is introduced.Proof of Concept (PoC): Take part in PoC design and validation to assess solution feasibility.
- B. Project Execution & Support: Provide support or hands-on work at every stage, from requirements definition to release. Waterfall or Agile development is chosen based on the nature of the project.Project management: Take part in project planning, driving progress, and execution management.Requirements definition: Conduct requirements interviews, requirements analysis, and process facilitation.Design: Lead or take part in application design, architecture design, and detailed design, and review related deliverables.Development and testing: Lead implementation and testing, or define development standards and quality management processes.Migration and deployment: Carry out data migration and deployment to production, or define the migration strategy and support its execution.CI/CD: Help establish development standards and DevOps processes such as development environment design, build, and operations.
- C. Governance & OptimizationSalesforce Governance: Help establish Salesforce governance mechanisms and the operating model of a CoE (Center of Excellence).Design Authority: Establish or take part in design review and architecture governance processes to ensure design quality.Design quality best practices: Provide design best practices and optimization recommendations to improve project delivery quality.Architecture Optimization: Run Org health checks, architecture diagnostics, and optimization recommendations for existing environments.
You're Our Person If...
- Hands-on experience: 7+ years of hands-on experience in any one of the following areas, having served in a main driving role: A. Strategy & Change Design; B. Governance & Optimization; C. Project Execution & Support
- Leadership: 3+ years of experience leading teams or projects (title not required).
- Communication: Able to communicate effectively with customer senior executives (including C-level) and relevant stakeholders, building consensus and moving projects forward.
- Communication: Strong cross-department and cross-role communication and collaboration skills, able to work effectively with different members.
- Learning and comprehension: Able to quickly understand business needs, Salesforce-related technical concepts, and project methodologies
- Learning and comprehension: Willing and proactive in learning new technologies, and willing to use AI tools to improve efficiency and output quality
- Core mindset: Able to practice critical thinking and unlearning.
- Core mindset: Not overly attached to past successes, and able to flexibly adjust your thinking and methodology for new technologies such as AI.
- Language: Chinese: native level.
- Language: English: business-level communication skills.
Even Better If...
- AI and data experience: Experience in projects involving AI, data applications, data governance, or AI agents.
- Global project execution: Hands-on experience with project communication and cross-border collaboration in English.
- Results from using AI to improve efficiency: Have actually used AI tools to improve efficiency or delivery quality in consulting services or system implementation.
- Certifications: Salesforce-related certifications preferred, such as Application Architect or System Architect.
What This Role Offers for Your Career
- Grow into a full-spectrum architect: Build complete hands-on experience in strategic planning, architecture design, project delivery, and governance optimization by taking part in transformation projects at different stages.
- Expand AI and CRM expertise: Keep up with the latest trends and applications in AI and CRM to deepen your expertise and widen your career path.
- Build experience on key transformation projects: Strengthen architectural judgment, cross-department collaboration, and project leadership through challenging, representative customer projects.
- Develop diverse career paths: We will offer suitable development opportunities and growth stages based on your background, career direction, and personal traits.
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.
Accommodations
If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.
Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.
Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
