salesforce pre-sales consultant

Role Overview

We are seeking a highly skilled Pre-Sales Consultant with strong Salesforce expertise to

support our Sales team in driving customer acquisitions and solution positioning. This role

involves owning the entire pitch-building lifecyclefrom understanding client

requirements to creating impactful demo assets, solution decks, and delivering engaging

presentations that articulate business value.

The ideal candidate has deep Salesforce product knowledge, strong communication skills,

and proven experience supporting complex sales cycles.

Key Responsibilities

Sales Pitch & Proposal Development

Lead the creation of sales pitches, value proposition decks, and customized

solution presentations aligned to client needs.

Translate business challenges into compelling narratives demonstrating our

Salesforce solution capabilities.

Design RFP/RFI responses, proposals, and executive-level briefs with clarity,

accuracy, and business value.

Demo & Asset Creation

Build, maintain, and enhance Salesforce demo orgs, demo workflows, and endto-end customer journey demos.

Develop high-quality demo decks, brochures, feature sheets, industry-specific use

cases, and product positioning material.

Ensure demo assets remain updated with latest Salesforce features and releases.

Sales Cycle Support

Partner with Sales Leads to support the full pre-sales cycle from discovery to

closure.

Participate in client calls, discovery workshops, requirement understanding, and

requirement scoping.

Provide technical and functional insights during prospect discussions.

Collaborate with Delivery/Technical teams for accurate solutioning and effort

estimations.

Salesforce Expertise

Demonstrate deep understanding of Salesforce Clouds such as Sales Cloud,

Service Cloud, Experience Cloud, Marketing Cloud, Data Cloud, and more.

Map client requirements to Salesforce capabilities and recommend optimal

solutions.

Stay updated on Salesforce ecosystem, releases, industry trends, and best

practices.

Cross-Functional Collaboration

Work closely with Sales, Marketing, Delivery, and Product teams to develop

reusable marketing collateral and solution assets.

Help create standardized sales playbooks, solution frameworks, and

accelerators.

Contribute to internal knowledge base and reusable content repository.

Required Skills & Qualifications

5+ years of experience in Pre-Sales, Solution Consulting, or Salesforce Consulting

roles.

Strong functional knowledge of multiple Salesforce Clouds.

Experience creating and delivering high-impact demos and presentations.

Ability to translate business requirements into technology-enabled solutions.

Excellent storytelling, communication, and presentation skills.

Expertise in building proposals, business cases, and ROI/value proposition

documents.

Good understanding of Salesforce implementation cycles and project

methodologies.

Salesforce certifications (e.g., Admin, Sales Cloud, Service Cloud, Consultant)

are a strong plus.

Ability to handle multiple concurrent opportunities and deliver under deadlines.

Nice-to-Have

Experience in multiple industries (e.g., BFSI, Retail, Healthcare, Manufacturing).

Hands-on experience configuring demo orgs.

Exposure to Marketing Cloud, Data Cloud, or Tableau is an advantage.

Familiarity with CPQ or integration tools