databook - AI Strategy & Deployment Manager
Requirements
• 5+ years in strategy and operations roles, with at least 3 years at a top-tier strategy firm (such as McKinsey, Bain, BCG) or within a Big 4 strategy practice, leading go-to-market (GTM) and commercial excellence programs. • C-Suite and Boardroom Presence: Regular engagement with C-level executives, providing strategic counsel and building trusted relationships at the highest organizational levels. • Deep RevOps and Technology Expertise: In-depth understanding of the revenue operations technology stack—including CRM, CMS, ABM, and Sales Intelligence platforms—as well as hands-on experience applying AI/ML solutions to optimize revenue operations and customer success strategies. • Familiarity with Sales, Salesforce and the Sales SaaS/AI tech domain • Strategic and Operational Agility: High emotional intelligence with a reputation as a change agent who can balance big-picture strategic framing with hands-on, sleeves-rolled-up execution. • Academic Credentials: Bachelor’s degree required; MBA or advanced degree preferred.
Responsibilities
• Lead Value-Driven Pre-Sales Engagements: Deliver compelling, outcome-focused demonstrations aligned to customer priorities. Lead technical discovery to assess workflow fit and data feasibility, and identify opportunities to drive expansion through increased platform adoption • Customer Retention and Growth: Focus on retaining existing customers and expanding accounts by delivering tailored business solutions that enhance sales pipelines and account intelligence. • Own Seamless Post-Sales Delivery: Partner closely with customers and Applied AI to ensure a smooth transition from pre-sales to delivery. Work with Agent Builders to deploy agentic workflows, and lead go-live readiness including QA and UAT to ensure successful customer outcomes. • Onboarding and Enablement: Ensure seamless onboarding and enablement processes for new customers, aligning with their business objectives. • Shape The Future of AI GTM Product Innovation: Collaborate with Customers and our Product and Engineering teams to identify new agentic patterns that drive GTM productivity. • CSAT and Adoption (Renewals): Drive high customer satisfaction and adoption rates to secure renewals and long-term partnerships. • Develop and execute a multi-year strategic account plan: Including stakeholder maps, expansion roadmaps, and mutual success plans aligned to Salesforce's internal priorities • Orchestrate co-sell and co-marketing initiatives with Salesforce's ISV partnership and AppExchange teams to generate joint pipeline • Demand Generation (Workflow Expansion): Identify opportunities to expand workflows and drive demand generation efforts. • Guiding Workflow Choices: Assist customers in selecting optimal workflows to maximize go-to-market productivity. • Building a Champion Network: Develop strong relationships with key stakeholders to build a network of champions within client organizations. • Quarterly Business Reviews: Conduct regular business reviews to assess progress and align strategies with customer goals. • Point of contact Account Management to ensure customer success and satisfaction. • Key Metrics include: Net Retention (Focus on maintaining a high net retention rate), Account Consumption (Monitor and optimize account consumption of deployed workflows), Account Relationship Health (Foster strong relationships with workflow owners to ensure healthy account dynamics)
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