
10,000+ employees
Founded 1999
☁️ SaaS
🤝 B2B
🤖 Artificial Intelligence
SaaS • B2B • Artificial Intelligence
Salesforce is a leading cloud-based software company that provides a comprehensive customer relationship management (CRM) platform. The platform connects all company data and teams on an integrated, AI-driven system to improve sales, customer service, and marketing efforts. Salesforce offers scalable solutions for businesses of all sizes, including small and medium enterprises, and provides industry-specific solutions to modernize operations, save time, and reduce costs. Salesforce also offers educational resources through Trailhead and a wide selection of apps on AppExchange to extend its CRM capabilities.
🔥 20 hours ago
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10,000+ employees
Founded 1999
☁️ SaaS
🤝 B2B
🤖 Artificial Intelligence
SaaS • B2B • Artificial Intelligence
Salesforce is a leading cloud-based software company that provides a comprehensive customer relationship management (CRM) platform. The platform connects all company data and teams on an integrated, AI-driven system to improve sales, customer service, and marketing efforts. Salesforce offers scalable solutions for businesses of all sizes, including small and medium enterprises, and provides industry-specific solutions to modernize operations, save time, and reduce costs. Salesforce also offers educational resources through Trailhead and a wide selection of apps on AppExchange to extend its CRM capabilities.
• Lead the pre-sales discovery process, defining customer outcomes and translating them into viable high-level solution design • Develop comprehensive implementation proposals and Statements of Work (SOWs), including detailed estimates, timelines, and staffing plans • Ensure a clean transition to the delivery team • Contribute to high client satisfaction by aligning solutions with customer objectives • Act as a trusted advisor to executive-level customers • Define and manage the engagement scoping process, establishing clear boundaries, assumptions, and success criteria • Own the creation of the final Statement of Work, defining precise deliverables • Develop detailed, accurate project estimates and staffing plans • Proactively identify, assess, and mitigate engagement risks during the pre-sales cycle • Serve as a multiplier, mentoring others and sharing best practices
• 10+ years’ experience delivering enterprise-level consulting services • 7+ years focused on the Salesforce platform • Financial services industry experience preferred • 7+ years of deep enterprise-level project or program experience (SaaS preferred) • Demonstrable experience leading the end-to-end discovery, solutioning, estimating, and SOW-creation process for multi-cloud, transformational programs • Active involvement in supporting the sale of professional services • Experience leading strategic scoping, proposal development, RFP responses, and executive-level presentations • Technical and/or functional proficiency in the Salesforce platform and its solutions • Strong written and verbal communication skills • Demonstrated ability to influence a group audience • Excellent analytical, problem-solving, and conflict-resolution skills • A deep understanding of cloud-based technologies • Proficiency in deal architecture and pricing levers • Proven ability to lead and mentor cross-functional teams • Ability to travel as needed • Degree or equivalent relevant experience required (e.g., military experience, volunteer roles, work experience)
• time off programs • medical • dental • vision • mental health support • paid parental leave • life and disability insurance • 401(k) • employee stock purchasing program
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