Salesforce Pre-Sales Consultant

JOB DESCRIPTION

Were Hiring: Salesforce Pre-Sales Consultant!

shape transformation journeys

Salesforce Pre-Sales Consultant

Key Responsibilities

• Solution Design & Scoping

  : Collaborate with sales/ business teams to analyse client environments, processes, and systems to create comprehensive transformation blueprints outlining the scope, approach, and technology fit

• Pre-Sales Expertise:

  Provide deep Salesforce and other CRM platform pre-sales expertise, including solution design, architecture, staffing / resource planning and pricing along with recommendations for Salesforce core clouds and industry-specific offerings.

• Customization & Integration Planning

  : Identify customization needs and develop integration strategies across systems to meet business requirements

• Strategic Alliances:

  Collaborate with alliance partners and business teams to design cost-effective, high-impact solutions

• Cost Estimation & Proposal Development:

  Prepare staffing/resource plan and cost estimates and timelines in collaboration with sales/ business teams. Support in preparation of RFI/RFP responses, aligning solutions to client needs, pain points, and strategic goals.

What We’re Looking For

• 8+ years of Salesforce consulting or solution architecture experience, with at least 2 years in a pre-sales or solution consulting capacity.
• Strong knowledge of Salesforce core clouds, Salesforce Industries, and integration capabilities.
• Industry Experience: Proven experience in financial services, automotive, manufacturing, consumer sector, or ERI (Energy, Resources, and Industrials) sectors.
• Demonstrated expertise in RFP/RFI management, solution design, and business case creation.
• Exceptional communication, presentation, and stakeholder management skills.
• Salesforce certifications (Admin, Sales Cloud, Service Cloud, Industries) preferred.