Presales - Salesforce Solution Architect

Key Responsibilities

1. Client Engagement
   
• Work with prospects and clients to understand business needs, challenges, and desired outcomes.
  
• Conduct discovery sessions, requirement gathering, and solution workshops.
  
2. Solution Architecture
   
• Translate business needs into scalable Salesforce architecture (Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, CPQ, etc.).
  
• Design high-level solution blueprints, integrations, and data models.
  
• Ensure alignment with Salesforce best practices and technical governance.
  
3. Pre-Sales Activities
   
• Support RFPs/RFIs by preparing responses, solution diagrams, and architecture decks.
  
• Deliver compelling product demos and proof-of-concepts (POCs).
  
• Estimate effort, complexity, and costs for proposed Salesforce solutions.
  
• Work closely with account executives and sales teams to shape deals.
  
4. Thought Leadership
   
• Stay updated with Salesforce ecosystem innovations (AI, Data Cloud, MuleSoft, Slack).
  
• Guide clients on Salesforce roadmap and strategic adoption.
  
• Present at webinars, workshops, or customer events as a Salesforce expert.
  
5. Collaboration
   
• Partner with delivery teams to ensure proposed solutions are feasible and implementable.
  
• Work with partners and ISVs to recommend accelerators or third-party solutions.
  

Required Skills

• Deep expertise in Salesforce architecture, including declarative and programmatic features.
  
• Strong understanding of integration patterns, security, data migration, and scalability.
  
• Excellent communication and storytelling skills (to engage both business and technical stakeholders).
  
• Ability to build trust quickly and influence client decisions.
  
• Experience with pre-sales processes: proposals, estimates, and solution demos.
  

Typical Background

• 10+ years in Salesforce ecosystem (consulting/architecture roles).
  
• Experience as a Salesforce Solution Architect, Technical Architect, or Lead Consultant before moving into pre-sales.
  
• Salesforce certifications such as Application Architect, System Architect, or CTA (Certified Technical Architect) are highly valued.
  
• Exposure to industry-specific Salesforce solutions (Financial Services Cloud, Health Cloud, etc.) is a plus.