
10,000+ employees
Founded 1999
💼 Consulting
📣 Marketing
☁️ SaaS
Consulting • Marketing • SaaS
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.
🕒 2 days ago
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10,000+ employees
Founded 1999
💼 Consulting
📣 Marketing
☁️ SaaS
Consulting • Marketing • SaaS
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 pre-sales discovery with Account Partners and define customer outcomes • Develop high-level solution designs, implementation proposals, and Statements of Work • Create detailed estimates, timelines, staffing plans, and resource mixes • Apply proven methodologies and coordinate subject matter experts to validate solution viability • Ensure business value is defined and translated into executable implementation plans • Structure deal financial strategy and implementation roadmaps with Account Partners • Present value, strategic outcomes, execution plans, and transformation timelines to executive clients • Shape large, complex, and transformational engagements beyond stated requirements • Identify future opportunities for sustained customer value and Salesforce expansion • Lead comprehensive pre-sales discovery workshops with functional stakeholders • Define and manage engagement scope, boundaries, assumptions, and success criteria • Lead functional solutioning and scope definition aligned with Salesforce best practices • Reconcile perspectives across customer Business/IT, Sales, Legal, and Revenue Recognition • Own final Statements of Work with Legal and Revenue Recognition teams • Identify, assess, and mitigate pre-sales engagement risks • Manage seamless transition from pre-sales to the delivery team • Mentor others and share solutioning, scoping, and engagement-shaping best practices
• 10+ years’ experience delivering enterprise-level consulting services • 7+ years focused on the Salesforce platform • 7+ years of enterprise-level project or program experience, preferably SaaS • Experience leading discovery, solutioning, estimating, and SOW creation for multi-cloud transformational programs • Experience supporting professional services sales, including proposal development and C-level presentations • Experience leading strategic scoping, proposal development, RFP responses, and executive presentations • Deep technical and/or functional proficiency in the Salesforce platform and its solutions • Financial services industry experience preferred • Financial Services Cloud experience preferred • Salesforce Platform Administrator, Salesforce Sales Cloud Consultant, Agentforce Specialist, and Salesforce Service Cloud certifications strongly preferred • Extremely strong written and verbal communication skills • Ability to build advisory relationships and credibility with executives • Ability to influence groups and facilitate complex solutioning workshops • Ability to lead executive-level roadmap and scope discussions • Excellent analytical, problem-solving, and conflict-resolution skills • Understanding of cloud-based technologies and translating ambiguous requirements into scoped solutions • Proficiency in deal architecture and pricing levers • Ability to manage discounting and lead commercial negotiations • Ability to lead and mentor cross-functional teams • Ability to travel based on client needs • Degree or equivalent relevant experience required • Advanced degree or MBA preferred
• Time off programs • Medical insurance • Dental insurance • Vision insurance • Mental health support • Paid parental leave • Life insurance • Disability insurance • 401(k) • Employee stock purchasing program • Potential eligibility for incentive compensation, equity, and benefits • AI agents to accelerate impact • Reasonable accommodation during the application or recruiting process
Apply Now🕒 2 days ago
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