Role & Responsibilities

Salesforce Solution Design & Strategy:

• Lead the solution design and technical strategy for Salesforce solutions, with a focus on
• Salesforce Sales Cloud, Service Cloud, Experience Cloud, CPQ, Marketing Cloud, Pardot, and Financial Services Cloud.
• Ability to create and present Proof of Concepts (POCs) that effectively demonstrate the value of proposed Salesforce solutions to clients.

Presales Support:

• Collaborate with the sales and account teams to understand client needs and propose Salesforce solutions that align with their business objectives.
• Lead the development of responses to RFIs, RFPs, Proposals and estimates, ensuring technical soundness and alignment with client requirements.
• Develop and refine Salesforce-related artifacts (POCs, solution designs, client-facing presentations, etc.).

Client Engagement:

• Act as the key technical liaison during the sales cycle, effectively communicating and articulating Salesforce solutions to clients.
• Experience working with global clients and distributed teams.
• Deliver impactful presentations that clearly demonstrate the benefits and value of Salesforce solutions to diverse client stakeholders.

Ideal Candidate

• Working knowledge and experience with Salesforce Sales Cloud, Service Cloud, Experience Cloud, CPQ, Marketing Cloud, Pardot, and Financial Services Cloud.
• Strong hands-on skills in developing Proof of Concepts (POCs) and technical solution designs.
• Awareness of industry best practices and trends within the Salesforce ecosystem.
• Experience with other Salesforce products and integrations
• Demonstrated ability to effectively respond to RFIs/RFPs and create persuasive Proposals with estimates.
• Exceptional verbal and written communication skills, with a proven track record of engaging with clients and delivering compelling technical presentations.

Tool Proficiency:

• Utilize the MS Suite of tools (Word, Excel, PowerPoint, etc.) to create professional-grade documentation and presentations.
• Leverage Salesforce tools and platforms to enhance solution design and presales activities.

Collaboration & Communication:

• Ability to effectively engage with US-based clients and internal teams to ensure clear communication and alignment on solution design and delivery.
• Collaborate with cross-functional teams, including sales, marketing, and technical teams, to support the successful development and presentation of Salesforce solutions.

Certifications:

• Salesforce certifications across relevant clouds is required.

Availability:

• Ability to support US clients, travel (on occasions) and align/or with their time zones as needed.