Job Description
Job Overview:
We are seeking an experienced and customer-focused Salesforce Pre-Sales Leader to join our team. The Salesforce Pre-Sales Leader will be responsible for driving technical solutioning, supporting business development efforts, and enabling successful sales engagements across the Salesforce ecosystem. You will work closely with sales, delivery, and leadership team to create compelling value propositions, solution architectures, and winning proposals that help accelerate revenue growth and strengthen client relationships.
Primary Roles & Responsibilities:
- Lead and manage the Salesforce pre-sales function, supporting sales teams throughout the opportunity lifecycle.
- Engage with prospective clients to understand their business objectives, challenges, and technical requirements.
- Design and present scalable Salesforce solutions leveraging Salesforce products such as Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, CPQ, Data Cloud, and AppExchange solutions.
- Conduct discovery workshops, requirement-gathering sessions, solution demonstrations, proof-of-concepts (POCs), and executive presentations.
- Collaborate with account executives and business development teams to develop winning sales strategies and solution positioning.
- Own and coordinate responses to RFPs, RFIs, RFQs, and technical questionnaires, ensuring high-quality and competitive submissions.
- Create solution architecture documents, effort estimations, statements of work (SOWs), implementation roadmaps, and pricing recommendations.
- Work closely with delivery, consulting, and technical teams to ensure proposed solutions are feasible, scalable, and aligned with client expectations.
- Build and maintain strong relationships with Salesforce account executives, partners, and key stakeholders.
- Stay current with Salesforce product releases, industry trends, competitive offerings, and emerging technologies to continuously enhance solution offerings.
- Mentor and guide pre-sales consultants and solution engineers, fostering a culture of technical excellence and innovation. Support leadership with pipeline reviews, opportunity qualification, forecasting, and strategic account planning.
Qualifications:
- A minimum of 5 years of experience in sales with a strong and demonstrable focus on Salesforce services and solutions.
- At least 3 years of experience leading pre-sales engagements or solution consulting teams.
- Strong hands-on knowledge of the Salesforce ecosystem, including Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, CPQ, Data Cloud, and Salesforce Platform capabilities.
- Proven experience in solutioning and supporting mid-to-large Salesforce transformation projects.
- Demonstrated success in responding to RFPs/RFIs and participating in client presentations, workshops, and executive discussions.
- Salesforce certifications such as Salesforce Administrator, Sales Cloud Consultant, Service Cloud Consultant, Application Architect, System Architect, or equivalent are highly preferred.
- Experience working with global clients and distributed delivery teams.
Skills:
- Exceptional communication, negotiation, and presentation skills, with the ability to articulate complex solutions clearly and concisely.
- Exceptional communication, presentation, and storytelling skills with the ability to articulate complex technical concepts to both business and technical audiences.
- Strong solution architecture and business process consulting capabilities.
- Expertise in conducting client discovery sessions and translating business requirements into Salesforce-based solutions. Ability to develop compelling value propositions, business cases, and ROI-driven solution recommendations.
- Strong stakeholder management and relationship-building skills across all organizational levels.
- Experience with proposal management, effort estimation, pricing strategies, and SOW creation.
- Proficiency in CRM systems, Salesforce platform capabilities, and sales enablement tools.
- Strong analytical and problem-solving skills with a consultative approach to customer engagement.
- Familiarity with the Indian market and its specific business practices.
