Salesforce Solutions Lead

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🕒 January 7

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Exavalu

201 - 500 employees

Founded 2018

💼 Consulting

🏥 Healthcare

🛡️ Insurance

Consulting • Healthcare • Insurance

Exavalu is a business advisory and technology consulting firm that partners with enterprises to deliver high-impact digital transformation. Run by former CIOs, CXOs, and consulting principals, Exavalu offers strategic advisory, core systems transformation, systems integration, data & analytics, innovation and privacy/compliance solutions across regulated sectors. The firm focuses on Insurance, Banking & Financial Services, and Healthcare & Life Sciences, providing industry-tailored technology implementations and program leadership using partners like Guidewire, Salesforce, MuleSoft, PegaSystems and AWS.

📋 Description

• Partner with sales and account teams to drive Salesforce solutioning and pre-sales engagements • Lead client discovery sessions and define transformation roadmaps • Design scalable Salesforce solutions aligned with business objectives • Support RFPs, proposals, solution demonstrations, and executive presentations • Develop effort estimates, statements of work (SOWs), and business cases • Act as a trusted advisor throughout the sales lifecycle and solution delivery • Collaborate with sales and account teams to define Salesforce transformation strategies • Lead discovery workshops and architect enterprise solutions • Support strategic pursuits, RFPs, and client presentations • Develop solution proposals and executive presentations

🎯 Requirements

• 12+ years of experience within the Salesforce ecosystem • Proven experience supporting enterprise Salesforce opportunities from qualification through proposal and presentation stages • Strong expertise in Sales Cloud, Service Cloud, Experience Cloud, Financial Services Cloud (FSC), Data Cloud, and Salesforce AI • Experience working with clients in the Insurance and/or Financial Services industry • Excellent communication, stakeholder management, and presentation skills • Strong solution architecture and consulting experience • Hands-on exposure to Agentforce, Data 360, Customer 360, and Digital Insurance solutions preferred • Salesforce certifications (Application Architect, System Architect, or related certifications) are a plus • Experience leading large-scale Salesforce transformation initiatives preferred • Familiarity with Agile delivery methodologies and enterprise solution architecture preferred

🏖️ Benefits

• Permanent remote working model • Flexibility to adapt to employees, customers, and business needs • Possibility of part-time work • Possibility of working outside normal 9-5 business hours • Welcome back program supporting individuals returning after prolonged absence due to health or family reasons • Diverse and inclusive workforce and culture • Opportunities to make an impact and grow your career

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