Partner with the sales and delivery teams to identify and understand client requirements and translate them into Salesforce-based solutions.
Lead pre-sales discovery sessions, gather business and technical requirements, and align client needs with Salesforce product capabilities.
Develop solution blueprints, high-level designs, and technical architectures for Salesforce implementations.
Prepare and deliver compelling product demonstrations, presentations, and client workshops showcasing Salesforce capabilities.
Collaborate with solution architects, developers, and delivery leads to define delivery approaches, resource plans, and implementation timelines.
Contribute to proposal writing, Statements of Work (SOWs), and other pre-sales documentation.
Support the sales process through technical validation, solution scoping, and proposal defense.
Maintain a deep understanding of Salesforce releases, AppExchange solutions, and integration concepts.
Leverage Salesforce configuration tools (Flows, Reports, Dashboards) to design proof-of-concepts (POCs) or demos.
Work within Agile delivery frameworks, maintaining visibility using tools such as Jira or similar platforms.
Stay updated with Salesforce ecosystem trends, certifications, and emerging technologies.
Required Qualifications & Experience :
5+ years of experience in Salesforce consulting, including at least 4 years in a pre-sales, client-facing, or solutioning role.
Strong knowledge and hands-on experience with Salesforce core products - Sales Cloud, Service Cloud, and Experience Cloud.
Proven ability to translate complex business requirements into clear, practical, and scalable Salesforce solutions.
Proficiency in Salesforce configuration (Flows, Reports, Dashboards).
Solid understanding of Salesforce architecture, data model, and automation tools.
Excellent presentation, communication, and stakeholder management skills.
Experience working with solution architects and development teams to shape proposals and delivery strategies.
Strong exposure to proposal writing, SOW preparation, and sales support processes.
Familiarity with Agile delivery frameworks and basic working knowledge of Jira or similar project tracking tools.
Understanding of integration concepts and AppExchange solutions is a plus.
(ref : iimjobs.com)
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Salesforce Consultant • Rajasthan, India
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