Presales Salesforce Consultant

You will bridge business needs with technology solutions in a pre-sales capacity.

Responsibilities

• Gather, analyze, and document business requirements, translating them into Salesforce solutions.
• Design and optimize Salesforce functionalities across Sales, Service, and Marketing Clouds.
• Support pre-sales activities, including solution design, RFP/RFI responses, and client demonstrations.
• Collaborate with technical teams to confirm solution feasibility and delivery paths.
• Act as a trusted advisor, aligning proposed Salesforce solutions with client business objectives.

Required Skills

• 4–5 years’ experience as a Salesforce Business Systems Analyst (BSA).
• 2–3 years’ pre-sales experience in solution design and client engagement.
• Strong understanding of the Salesforce ecosystem (Sales, Service, Marketing Clouds).
• Proficiency in requirement gathering, documentation, and stakeholder management.
• Demonstrable problem-solving and presentation abilities.
• Familiarity with project planning methodologies like Ms Project Plan, Csm, Pmp, or Safe.