Pinnacle Group
financial services, technology, communications, utilities, and transportation
AI>MAutomationManager
Neural analysis suggests this role is
optimal for Manager candidates.
“AI & GTM Automation Manager at Pinnacle Group. Skills: Business workflows, Automation frameworks, Operational metrics. Design business workflows. Optimize business workflows”
What You'll Achieve.
Improve speed; Improve quality; Improve consistency; Improve speed-to-lead; Improve follow-up consistency; Improve conversion; Improve adoption; Improve workflow reliability; Improve seller productivity
Industry & Context.
problem-solving skills
What They're Looking For.
Must Have
4–8 years of experience in Salesforce operations, RevOps, GTM systems, workflow orchestration, automation operations, or related functions, understanding of Salesforce Flow, routing logic, lead lifecycle automation, and scalable automation frameworks, Demonstrated ability to design operational workflows that solve business problems, reduce manual work, and support growth, Comfort working with lead and account data quality concepts, enrichment gaps, signal quality, and automation readiness, Familiarity with sales, recruiting, staffing, or GTM lifecycle processes and operational SLAs, problem-solving skills, high agency, ability to work independently across business and technical teams, Ability to explain automation concepts in clear business language and partner effectively with non-technical stakeholders
Nice to Have
Exposure to Agentforce, Einstein, AI workflows, conversational automation, or related AI-enabled business tools strongly preferred
What You'll Do.
Design business workflows
Optimize business workflows
Scale business workflows
Translate business processes
Support rollout of Agentforce-enabled workflows
Support operationalization of Agentforce-enabled workflows
Support next-best-action logic
Support AI-driven seller processes
Develop repeatable automation frameworks
Identify data quality gaps
Identify enrichment gaps
Identify duplicate account gaps
Identify signal-readiness gaps
Create SLA-based triggers
Create escalation paths
Partner cross-functionally
Refine automation priorities
Refine execution plans
Maintain workflow documentation
Maintain process standards
Maintain operational governance practices
Run automation experiments
How You'll Work.
Team & Collaboration
Cross-functionally with Product; Cross-functionally with Sales; Cross-functionally with Recruiting; Cross-functionally with Operations; Cross-functionally with IT; Cross-functionally with external partners; Partner with non-technical stakeholders
Communication Scope
Explain automation concepts
Full Job Description
Pinnacle Group exists to connect people with opportunity. For the last 25 years, we've done exactly that by living our core values of putting people first, delivering excellence in all we do, and giving back to the communities in which we live and work. We are a leading workforce solutions company supporting the talent needs of global leaders in financial services, technology, communications, utilities, and transportation and we are one of the largest women and minority-owned companies in our industry. Our team of service-driven, energetic, and diverse professionals is well-respected in our industry and our leadership team is aligned and focused on taking the company to the next level. If you're looking for a new opportunity where you can truly make a difference, we hope you'll apply for a position with us. **Job Summary** * Design, optimize, and scale business workflows using Salesforce Flow, routing logic, and orchestration frameworks. * Build automation that reduces manual activity for sellers, recruiters, and operational teams. * Translate business processes into intelligent automation workflows that improve speed, quality, and consistency. * Support the rollout and operationalization of Agentforce-enabled workflows, next-best-action logic, and AI-driven seller processes. * Develop repeatable automation frameworks that can be standardized across Direct Hire, Staffing, VMS Staffing, and emerging service lines. * Identify data quality, enrichment, duplicate account, and signal-readiness gaps that impact automation performance. * Create SLA-based triggers, alerts, and escalation paths to improve speed-to-lead and follow-up consistency. * Partner cross-functionally with Product, Sales, Recruiting, Operations, IT, and external partners to refine automation priorities and execution plans. * Maintain workflow documentation, runbooks, process standards, and operational governance practices. * Run automation experiments to improve conversion, adoption, workflow reliabili
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