Salesforce PreSales Consultant

Salesforce PreSales Consultant

Salesforce PreSales Consultant delivers Salesforce solution design and technical leadership across the pre-sales cycle, shaping scoping, architecture recommendations, and client-facing demonstrations. The role is remote-friendly and works closely with distributed, cross-regional pre-sales, sales, and delivery teams.

Role Overview
This position supports the sales cycle by translating complex customer requirements into technically sound Salesforce-based solutions and associated documentation. You will lead solution design activities, including technical scoping and effort estimation, and provide architecture recommendations for proposed engagements. The role also advises on data and systems integration strategy and stays current with Salesforce releases and complementary technologies. Success is measured through credible technical advisory input, high-quality client presentations, and deliverable solution proposals aligned to best practice.

Key Skills & Experience

• Demonstrate experience working within the Salesforce ecosystem across core clouds and related products
• Hold relevant Salesforce certifications (e.g. Administrator, Platform App Builder, Sales/Service Cloud Consultant, or equivalent)
• Translate business requirements into workable technical solutions through solution design
• Apply experience with data and systems integration, ideally including exposure to Informatica or MuleSoft
• Work across different platforms and technical approaches beyond the Salesforce ecosystem
• Operate effectively within remote and geographically distributed teams
• Present clearly to both technical and business stakeholders
• Perform in a pre-sales, solution consulting, or solution architecture capacity (ideally at senior level)

Nice to Have

• Hold additional certifications across Informatica, MuleSoft, or other integration/data platforms
• Respond to formal RFP/RFI processes in a B2B sales environment
• Bring exposure to multiple industry verticals or solution domains

Key Responsibilities

• Partner with sales teams to understand prospective client requirements and translate them into Salesforce-based solutions
• Lead solution design, including scoping, effort estimation, and architecture recommendations for proposed engagements
• Design and deliver tailored product demonstrations, proofs of concept, and technical presentations to prospective clients
• Advise on data integration strategy, incorporating tools such as Informatica or MuleSoft where relevant
• Respond to RFPs/RFIs by producing clear and accurate technical documentation and proposal content
• Act as a trusted technical advisor during the sales cycle across business and technical stakeholders
• Collaborate with remote pre-sales, delivery, and product teams to ensure solutions are deliverable and aligned with best practice
• Stay current on Salesforce product releases, complementary technologies, and integration approaches

Requirements

• Work on a remote-friendly basis with distributed, cross-regional teams