Presales Consultant (Salesforce)

Pre-Sales Consultant

This role bridges sales, delivery, and engineering, bringing deep technical insight, excellent communication skills, and strong solution-design capabilities to the RFx process.

Key Responsibilities:

The Pre-Sales Consultant is expected to lead large-scale/complex project(s), executing the following responsibilities:

Client, Sales & RFx Engagement:

• Lead the analysis of RFI/RFP/Tender documents to understand customer pain points, objectives, technical landscape, and constraints.
• Summarize bid details: agency background, contract duration, contract value, scope of work, user journeys, and design-critical considerations.
• Participate in internal stakeholder/client meetings, discovery/business domain understanding workshops, requirement-gathering sessions and existing client portal research..
• Collaborate with internal sales (including Salesforce PSS) and delivery teams to align solution direction and ensure feasibility.
• Support creation of Functional & Technical Requirement Traceability Matrices.

Solution Design & Architecture (Platform-Agnostic):

• Architect multi-cloud, hybrid, and on-premise solutions that meet functional, technical, security, and compliance requirements.
• Recommend best-fit technology stacks—Salesforce or otherwise—based purely on customer needs and evaluation criteria.
• Create high-level and detailed technical architecture diagrams, data flow models, and integration patterns.
• Translate requirements into epics, modules, feature lists, and high-level solution blueprints.
• Apply modern architectural principles: microservices, API-led integration, event-driven frameworks, serverless, containerization, and cloud-native patterns.

Technical Expertise & Ecosystem Knowledge:

The ideal candidate brings broad technical versatility, including:

Salesforce Ecosystem:

• Core technologies: Apex, Visualforce, Lightning (Aura/LWC), SOQL/SOSL, Salesforce APIs.
• Clouds: Sales Cloud, Service Cloud, Experience Cloud, CPQ, Marketing Cloud, Data Cloud, Einstein.
• Integration: MuleSoft (API-led connectivity), Dell Boomi, Informatica, Jitterbit, and other middleware platforms.
• DevOps & CI/CD: Copado, Gearset, Bitbucket/Jenkins/GitHub Actions.
• Security & governance: OAuth, SSO, profiles/permissions, event monitoring.
• Salesforce PSS engagement for deep technical validation & alignment with product roadmap.

Third Party Integrations:

• Document generation: Adobe DocGen, Conga, DocuSign Gen, Nintex.
• E-signature: DocuSign, Adobe Sign, Zoho Sign.
• Storage/Content: SharePoint, Google Drive, AWS S3, OneDrive, Box.
• SMS/Communication: AWS End User Messaging, Twilio, Whatsapp APIs, Netcore.
• Monitoring/Logging: Splunk, Datadog, ELK.
• Analytics/BI: Tableau, Power BI, CRM Analytics.

Cloud & Application Stack:

• AWS, Azure, GCP (optional) cloud services.
• Databases: SQL, NoSQL.
• Programming: Java, Python, Node.js (advantage).
• Containerization: Docker, Kubernetes.
• AI/ML model usage & LLM-based solutioning.

Estimation, Planning & Financial Modelling:

• Prepare accurate estimates for functional work, integrations, data migration, and system complexity.
• Develop implementation timelines, resource/staffing plans, and project roadmaps.
• Create margin analysis, cost breakdowns, and pricing models.
• Collaborate with sales and delivery leadership for approvals and validation.

Technical Proposal & Documentation:

• Draft and refine technical sections for RFIs, RFPs, proposals, and solution decks.
• Convert customer requirements into compelling technical narratives and business value propositions.
• Document design assumptions, architectural decisions, and solution trade-offs.
• Ensure solutions meet scalability, security, compliance, and performance standards.

What you will bring:

• 4–8 years of experience in Pre-Sales, Solution Design, or Architecture roles.
• Strong multi-cloud and Salesforce experience, including deep hands-on understanding of integrations and ecosystem tools.
• Ability to convert requirements into modular solution components and architectural blueprints.
• Excellent communication skills to simplify complex concepts for business stakeholders.
• Strong analytical and problem-solving skills.
• Experience with technical writing, prompt engineering, and AI-assisted solutioning.
• Proven experience participating in large-scale RFx processes and cross-functional collaboration.

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