Salesforce Presales Consultant

Here's what you'll do:

You're the client's trusted advisor

• Engage with clients to deeply understand their business goals, pain points, and technical requirements
• Act as a strategic partner and thought leader—guiding clients on how Salesforce can deliver scalable, high-impact results
• Build long-term trust and credibility with client stakeholders across business and technical functions

You craft winning solutions

• Design tailored Salesforce solutions that align with both client needs and platform best practices
• Create clear and compelling product demonstrations, discovery sessions, and technical workshops
• Help simplify complex requirements into actionable roadmaps

You create impactful proposals

• Develop comprehensive, well-structured proposals and solution documents that highlight technical feasibility and ROI
• Collaborate with delivery, product, and technical teams to ensure proposed solutions are realistic and executable
• Contribute to RFP/RFI responses, pitch decks, and statement of work (SOW) documents

You collaborate to win deals

• Partner with sales, account management, and executive stakeholders to align on deal strategy and presales efforts
• Influence and accelerate deal cycles through strong solution alignment and consultative storytelling
• Ensure smooth handoffs between presales and delivery to maintain client confidence post-sale

You stay ahead with thought leadership

• Keep up with the latest Salesforce product updates, innovations, and industry trends

• Share insights internally—conducting knowledge sessions and workshops for sales and delivery teams

• Help shape the presales playbook and continuously improve our approach to pitching, scoping, and positioning

Requirements

It'll be awesome if you…

• Have 2–3 years of experience in a Salesforce-related role (Admin, Consultant, Business Analyst, or Pre-Sales)
• Possess foundational knowledge of Salesforce Clouds (Sales, Service, Experience, Platform, etc.)
• Are proficient in PowerPoint or Google Slides, with an eye for visual clarity, design, and storytelling
• Communicate clearly—both in writing and verbally—and thrive in collaborative, fast-paced teams
• Are highly organized, self-driven, and open to working in late-night shifts

More awesome if you…

• Have exposure to Salesforce industries like Nonprofit or Education
• Are familiar with diagramming tools like Lucidchart, Miro, or similar
• Understand the structure of B2B/B2C sales cycles and proposal workflows
• Enjoy simplifying technical content and contributing to content strategy