Solution Consultant & Sales Engineer – Orchestration; Salesforce

🚀 About The Role

Ortoo is redefining how revenue and service teams operate inside Salesforce.

Location: Flexible / Remote

Company: Ortoo (Salesforce Native ISV)

We are embedding AI‑driven decisioning and intelligent orchestration directly into Sales and Service workflows — enabling companies to route smarter, prioritize better, and act faster.

We’re looking for an AI Solution Consultant & Sales Engineer who can:

• Win strategic deals alongside Sales
• Design intelligent orchestration models
• Translate operational challenges into AI‑powered solutions
• Become the trusted advisor for Rev Ops, Sales Ops, and Service leaders

You will sit at the intersection of:

• AI & automation
• Business process design
• Salesforce architecture
• Revenue growth

This is a highly visible, revenue‑impacting role.

You are a core contributor to new ARR.

• Partner with Account Executives on strategic opportunities
• Lead discovery sessions uncovering operational inefficiencies
• Position Ortoo as the intelligent decision layer inside Salesforce
• Deliver compelling, business‑outcome‑focused demos
• Design AI‑powered proof‑of‑concepts
• Address technical architecture, security, and scalability questions
• Support RFPs and complex deal cycles

You help customers see what intelligent orchestration can unlock.

You will architect and configure:

• AI‑assisted lead prioritization
• Dynamic workload balancing
• Skills‑based routing
• SLA‑aware case allocation
• Capacity‑driven distribution models
• Intelligent reassignment and escalation flows

You translate business logic into scalable, Salesforce‑native automation — enhanced with AI‑driven insights.

• Advise Sales, SDR, Service, and Support teams on modern operating models
• Help organizations move from static assignment rules to intelligent, adaptive systems
• Quantify business impact: speed‑to‑lead, conversion lift, SLA adherence, rep productivity
• Contribute to Ortoo’s best‑practice AI orchestration frameworks

Customers should feel they are working with a strategic advisor — not just a product expert.

• Strong understanding of:
  • Lead management & conversion optimization
  • Case management & SLA models
  • Rev Ops / Service Ops structures
• Ability to connect workflow design to measurable KPIs
• Consulting mindset with strong analytical thinking

• Hands‑on Salesforce experience (Sales Cloud and/or Service Cloud)
• Comfortable with:
  • Data models
  • Automation (Flows, logic, routing rules)
  • Security & sharing models
  • Reporting & analytics
• Able to discuss architecture with technical stakeholders
• Curious and excited about applying AI to operational workflows

This role requires technical credibility — not just business fluency.

• Confident presenting to enterprise stakeholders
• Strong demo storytelling ability
• Comfortable navigating complex buying committees
• Structured, persuasive, and outcome‑oriented

You enjoy being in front of customers — and winning.

• You will help shape how AI is embedded into operational workflows
• You directly impact revenue growth
• You work at the forefront of intelligent automation inside Salesforce
• You influence both product evolution and go‑to‑market strategy

This is not a back‑office consulting role — this is a strategic, high‑visibility position.

• Higher win rates in strategic deals
• Shorter sales cycles through strong technical validation
• Customers achieving measurable improvements in speed, productivity, and revenue
• Ortoo positioned as the intelligent orchestration layer in Salesforce ecosystems