Salesforce Pre-Sales Solution Architect

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Create customized Salesforce implementation proposals that encompass scope, estimations, timelines, and resource plans.

• Conduct pre-sales discovery sessions to gain insights into client business requirements, challenges, and desired results.

• Design comprehensive Salesforce solutions that are scalable, efficient, and aligned with client objectives.

• Generate high-quality documentation, which includes proposals, statements of work (SOWs), and strategic roadmaps.

• Tailor demonstrations and proof-of-concepts that effectively communicate value to client stakeholders.

• Accurately scope and estimate Salesforce projects by leveraging prior experience and collaborating with delivery leaders.

• Transform complex requirements into actionable, phased implementation plans.

• Guide clients in exploring the potential of Salesforce features and adhering to industry best practices.

• Act as a subject matter expert for both internal teams and clients throughout the sales process and initial project setup.

• Assist with RFI/RFP responses by providing well-articulated technical content and solution narratives.

• Work collaboratively across Marketing, Sales, and Delivery teams to enhance TruSummit’s go-to-market strategies.

⛳️ Requirements

• A minimum of 5 years of consulting experience, including direct client interaction and team leadership.

• Over 5 years of hands-on experience delivering Salesforce solutions (preferably in Sales, Service, Field Service, or Experience Cloud).

• At least 3 years of experience in pre-sales or solution architecture with a focus on Salesforce implementations.

• Demonstrated success in accurately scoping and estimating Salesforce projects.

• Excellent communication and presentation skills with the ability to engage at the executive level.

• Proficient in facilitating discovery workshops, creating roadmaps, and translating vision into implementation strategies.

• In-depth understanding of Salesforce architecture and product capabilities; Salesforce Architect certifications are highly preferred.

• Proven ability to collaborate across various teams and influence outcomes without direct authority.

• Quick adaptability to new industries, client environments, or product areas.

• Strong ability to swiftly interpret business needs and adapt with minimal context or background.

• Industry knowledge in Manufacturing is an advantage.

• A strong passion for innovation, continuous learning, and sharing knowledge across teams.

• Bachelor’s degree or equivalent professional experience.

🏝️ Benefits

• Medical, Dental, and Vision insurance

• Flexible schedule

• Unlimited Paid time off

• Employer-Matching 401k Retirement Plan

• Funding for each employee’s professional development

• Reimbursement for health club memberships & internet/phone