United States Remote (Global) Contract

Digital Reach Agency is hiring an AI Strategy Consultant

About the Role

Digital Reach Agency is looking for an AI Strategy Consultant to serve as a trusted advisor for clients adopting AI-enabled tools across their Salesforce, marketing, and operations ecosystems. You will be responsible for designing AI roadmaps, implementing technical solutions, and ensuring measurable business outcomes.

What You'll Do

  • Develop AI adoption strategies tailored to client goals in sales, marketing, and customer engagement.
  • Translate business challenges into clear AI-driven use cases and solutions.
  • Implement Salesforce Einstein AI (Sales 1 / CoPilot) for predictive insights, automation, and productivity gains.
  • Build SFDC MCP + Zapier/MuleSoft integrations to enable agentic, cross-platform workflows.
  • Build advanced lead enrichment and scoring workflows in Clay, including custom signals and CRM data normalization/cleaning at scale.
  • Leverage Clay’s AI automation and API integrations to enrich inbound leads, generate intent-based outreach, sync with CRMs, and orchestrate automated outbound campaigns.
  • Design and implement middleware solutions (Zapier, MuleSoft, SFDC MCP connections) for cross-platform automation and agentic behavior.
  • Ensure seamless integration of Salesforce with external platforms to enable real-time workflows.
  • Deliver workshops and training sessions on AI tools.
  • Produce documentation and best-practice guides to drive adoption and long-term success.

What We're Looking For

  • 5+ years in AI strategy, CRM consulting, or digital transformation roles.
  • Strong technical expertise in Salesforce Einstein AI (Sales Cloud, Service Cloud, CoPilot).
  • Hands-on experience with middleware integrations (Zapier, MuleSoft, or similar).
  • Familiarity with intent signal platforms (Clay, 6Sense, Bombora, or equivalent).
  • Demonstrated success in client-facing consulting roles with the ability to present strategies, roadmaps, and technical solutions to executives.
  • Strong understanding of data governance, ethical AI, and compliance standards.
  • Excellent problem-solving and communication skills.

Technical Stack

  • Salesforce Einstein AI, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce CoPilot
  • Clay, Zapier, MuleSoft
  • HubSpot, Marketo

Team & Environment

You’ll be primarily working with the Marketing Automation/RevOps team and Operations team.

Work Mode

This is a global role open to candidates in the US.

Digital Reach Agency is an equal opportunity employer.

Required Skills
Salesforce Einstein AISalesforce Sales CloudSalesforce Service CloudSalesforce CoPilotClayZapierMuleSoftHubSpotMarketoAI StrategyCRM IntegrationMarketing AutomationWorkflow AutomationAPI IntegrationData Analysis
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About company
Digital Reach Agency

Full-service digital marketing agency for B2B SaaS & Tech companies.

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Job Details
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Posted 7 months ago