Salesforce AI Project Manager

Company and Project ContextThe client is a legal services firm that has built a proprietary CRM platform called Briefcase, which runs entirely on Salesforce. Briefcase is the primary application used by lawyers and paralegals to manage cases from intake through resolution.

The company has evaluated two third-party AI tools for integration with Briefcase and determined that neither provides sufficient value for the cost. Leadership has decided to pursue a fully internal AI development initiative, customized to the firm's specific workflows and case management processes.

The goal of the AI initiative is to reduce the administrative burden on attorneys, allowing them to stay focused on casework rather than day-to-day operational tasks. The hire being sought will lead this effort from requirements gathering through implementation planning.

Role OverviewThis is not a pure developer role and it is not a traditional Salesforce Administrator role. The client is looking for a multidisciplinary professional who bridges three domains:

• Salesforce platform expertise (development background, not just administration)
• AI project experience (prior delivery of AI solutions in an enterprise context)
• Project management (structured requirements gathering, stakeholder communication, implementation planning)The person will embed with the firm, learn the Briefcase application and internal workflows end-to-end, gather requirements from attorneys and the board, and then design and lead the roadmap for building a custom AI layer on top of Briefcase.

Key Responsibilities

• Learn Briefcase inside and out: understand how cases are opened, developed, and closed within the platform
• Conduct structured requirements sessions with lawyers, paralegals, and board members to capture AI needs
• Translate business requirements into a concrete AI implementation roadmap on the Salesforce platform
• Serve as the primary liaison between the business stakeholders and the existing backend development team
• Evaluate build options and guide internal development of a custom AI solution integrated with Briefcase
• Manage the project lifecycle from discovery through deploymentMust-Have RequirementsSalesforce Expertise
• Salesforce development background (not just admin-level)
• Understanding of Salesforce architecture: queries, integrations, APIs, and data modeling
• Ability to speak credibly with the backend dev team about how Briefcase is built and how it operatesAI Project Experience
• Prior experience delivering AI projects in a production environment
• Familiarity with integrating AI/ML capabilities into existing enterprise platforms
• Able to evaluate build-vs-buy decisions and recommend an approach with justificationProject Management
• Experienced project manager, specifically on technical/AI initiatives
• Capable of sitting with a board and attorneys, facilitating requirements discussions, and synthesizing outputs into an actionable project plan
• Strong communicator who can bridge technical and non-technical stakeholdersSeniority
• Minimum 3-5 years of relevant professional experience
• The client needs someone who can operate independently and drive the initiative forward without heavy guidanceNice-to-Have
• Experience in the legal industry or with legal software/workflows
• Prior exposure to case management platforms or CRM customization for professional services firms