Salesforce Pre-Sales Lead

Pre-Sales

About the Role

Pre-Sales Lead

Key Responsibilities

Pre-Sales & Deal Support

• Lead end-to-end pre-sales activities for Salesforce CRM opportunities (Sales Cloud, Service Cloud, Experience Cloud, Marketing modules, Integrations, etc ).


• Conduct detailed discovery sessions, requirement analysis, and client workshops.


• Develop compelling solution narratives, value propositions, and ROI models.


• Prepare and deliver high-impact demos, presentations, solution walkthroughs, and POCs.


• Own the proposal response process including RFPs, RFIs, estimations, and pricing models.

P&L & Business Growth Ownership

• Own the

  P&L for the Salesforce CRM practice

  , ensuring revenue growth, profitability, and practice scalability.


• Shape the annual business plan, forecasting, and sales pipeline contribution.


• Identify new revenue streams, partnership opportunities, and industry playbooks.

Practice Development

• Contribute to thought leadership: whitepapers, webinars, events, and customer advisory sessions.


• Collaborate with Delivery Leads to ensure alignment between proposed solutions and delivery capabilities.

Client Engagement

• Build trusted advisor relationships with C-level and functional leaders (e.g., CIO, CDO, CMO, Sales Heads).


• Lead strategic conversations around CRM transformation, roadmap definition, and Salesforce adoption.


• Understand competitive landscapes and position the organization as a differentiated Salesforce partner.

Required Skills & Experience

• 8+ years of experience

  in Salesforce CRM consulting, pre-sales


• Strong understanding of Various Salesforce Clouds like -

  Sales Cloud, Service Cloud, Experience Cloud

  , and integration patterns.


• Proven experience in

  pre-sales, RFP management, solutioning, and proposal building

  .


• Demonstrated ability to handle

  P&L ownership

  , revenue planning, and forecasting.


• Strong customer-facing skills storytelling, presentation, negotiation, and executive communication.


• Ability to collaborate with cross-functional teams (Sales, Delivery, Marketing, Alliances).