Lead presales solutioning for Salesforce implementations, collaborating with stakeholders, prototyping solutions, and ensuring compliance with best practices and security standards.
Key Responsibilities
- Lead Presales Solutioning: Guide pre-sales engagements by understanding client needs, conducting discovery sessions, and architecting Salesforce-based solutions that align with business strategies, including data modeling, integrations, and scalability considerations.
- Develop Value Propositions: Collaborate with sales teams to craft repeatable go-to-market strategies, RFPs, and demos that highlight Salesforce's capabilities, such as Agentforce, Vlocity, or third-party integrations, while addressing objections and optimizing pricing.
- Create Prototypes and POCs: Build working prototypes to validate solution feasibility, showcase features, and influence client decisions during ideation and design phases.
- Architect Robust Solutions: Design scalable architectures using Salesforce best practices, including custom development, APIs, data migration, automation, and governance, while ensuring compliance with security and performance standards.
- Stakeholder Collaboration: Engage with technical, business, and executive stakeholders to map requirements to Salesforce features, resolve roadblocks, and mentor junior team members on implementation strategies.
- Knowledge Sharing: Deliver educational sessions, best practices, and industry insights to clients, partners, and internal teams to promote Salesforce adoption and innovation.
- Track and Report: Maintain detailed records of presales activities in Salesforce CRM, including opportunity pipelines and technical proposals.
- Experience in specific industries (e.g., healthcare, finance, nonprofit) for tailored solutioning.
- Knowledge of emerging Salesforce features like Agentforce or Revenue Cloud.
- Prior roles in IT consulting or as a developer in presales contexts.
Top Skills
Analytics
Apex
Cloud Computing
Data Modeling
Iot
Lightning
Mulesoft
Salesforce
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