AI Developer
Remote
Long Term
Contract
AI-powered agent in Salesforce using Agentforce AI to automate customer service tasks including drafting FAQ responses from knowledge documents, tagging investor requests by funds/type/accounts, and pulling documentation via client portal APIs. The goal is to reduce reliance on client services representatives while improving response efficiency and accuracy. The client is seeking a Salesforce developer with Agentforce AI experience to implement this solution.
Key Responsibilities
• Build and configure Salesforce agents using Agentforce AI to automate customer service workflows.
• Develop AI-powered features for FAQ response generation from knowledge documents and investor request categorization by funds, types, and accounts.
• Integrate client portal APIs (e.g., K1s) for automated document retrieval and processing.
• Collaborate with stakeholders to reduce dependency on client services representatives while maintaining service quality.
• Implement and test AI agent functionality to ensure reliable performance and user adoption.
Business Requirements
• Financial services or investment management industry experience
• Client-facing environment experience preferred
• Independent work style with proactive communication skills
• Problem-solving focus on cost-efficient development approaches
Technical Requirements
• Salesforce development experience
• Salesforce Service Cloud experience (Financial Services Cloud experience preferred)
• Agentforce AI platform familiarity
• Agentblazer badges on Salesforce Trailhead
• Salesforce Data Cloud experience preferred
Munesh
770-838-3829,
CYBER SPHERE LLC
