Job Summary
3 to 5 years hands-on experience building AI agents (Copilot Studio / Microsoft 365 Copilot)
Key Responsibilities
- AI- enabled ELT dashboard - Move the ELT summary dahsboard prototype into prod in
- Power BI with an AI insight layer
AI forecast simulator - Productionize the existing prototype using CRM and power BI data, deploy and AI coach agent to support forecasting decisions and automate stage-weight caliberation and forecast acuracy tracking to continously improve prediction quality
- Pipeline Hygiene - Move prototype into prod. Automate the flags (sale or duplicate opportunities, close data, Tx renewable and owner alert
- Revamp of existing dahsboard with AI inghts - Retrofit Sales 360 and other core dashboard with AI genertaed insights and recommendations using repratbale pattern
- CRM data validation agent - Build an agent to detect, classify and route Salesforedata quality issues
- Whitespace and customer report agent - Automate whotespace analysis and cross sell insights by account, segment, product group.
Build an agent to pull and prepare data for custome report requests including cross sell analyses, from C-force and snoflake
- Internal AI skills training - Traing and coach, the data analytics team to build and manitain agents, building in house agents
- AI Sales Wokflow - Agentic Sales Intelligenece Flow - Build MVP of the seller facing workflow. integrate Salesforce, marking, and other sales data, surface account and buying signals,recommend next best actions, and personalized outreach
Skill Requirements
- Solid, hands-on experience building AI agents (Copilot Studio / Microsoft 365 Copilot)
- Experience connecting agents to Salesforce, Power BI, SharePoint, and other Sales org tools, including security and permissions
- API connector development and integration experience
- Working knowledge of Power BI/DAX and sales and pipeline data
- Ability to coach and upskill a team, not only build
Must Have Skill
RESTAPI,Integration,Microsoft PowerBI,AI Agents
Good to Have Skill
Other Requirements
📌 Technical Lead (India)
🏢 HCLTech
📍 India