Collaborate closely with account executives, product specialists, and partners to drive the technical aspects of the sales cycle from discovery to close
Engage with education institutions to deeply understand their unique challenges and strategic goals, mapping them to Salesforce’s solutions
Clearly articulate how Salesforce platform and products, including but not limited to Agentforce for Education, align to institutional initiatives
Prepare, build, and present tailored demonstrations that showcase Salesforce solutions aligned to institutions' strategic and technical goals
Translate education business processes into impactful technology solutions, differentiating Salesforce capabilities to both technical and non-technical stakeholders
Lead the technical response to RFPs and RFIs, ensuring alignment with institutional priorities and clearly demonstrating Salesforce’s value
Work effectively with account teams, solution specialists, professional services, and Salesforce partners to align Salesforce solutions with institutional needs
Continuously build expertise in education challenges and technology trends, incorporating insights into solution recommendations
Meet quarterly and annual objectives related to customer engagement, solution development, and revenue contribution (NNAOV)
Participate in training, certifications, and mentorship programs to continuously enhance expertise and effectiveness in the role
Support consumption and activation efforts — including account QBRs, health checks, and technical workshops — to drive product adoption, NCR, and reduce attrition risk
Partner with account teams to define and document use cases, estimate credit consumption, and build consumption plans that set customers up for successful adoption of AI and Data products
Develop and present Agentforce and Data360 Cloud use cases tailored to education institutions, including POCs, workshops, and technical deep-dives that demonstrate AI-powered transformation for student success and operational efficiency

Requirements

7+ years of combined experience working with Salesforce or other CRM solutions, with a focus on education
5+ years of experience in solution engineering, consulting, enterprise software delivery, or customer success
Artificial Intelligence and/or Data Certifications, Salesforce-preferred, related to generative AI and LLM concepts
Deep understanding of education operations, including student lifecycle management, academic operations (registrar, advising, curriculum management), financial aid, student success initiatives, enrollment, and alumni relations
Strong technical acumen, with experience configuring and demonstrating Salesforce or similar enterprise platforms in a sales or implementation context
Exceptional communication and presentation skills, with the ability to translate complex technical concepts into clear, value-driven narratives for stakeholders at all levels—from IT teams to university presidents
Proven ability to lead discovery sessions, understand institutional challenges, and craft tailored solutions that drive digital transformation in higher education
Experience with RFP and proposal processes, including developing responses that align with institutional needs and Salesforce’s value proposition
Strong time management and prioritization skills, with the ability to manage multiple engagements in a fast-paced sales environment
Curiosity and passion for technology, with a desire to continuously learn, experiment, and stay ahead of industry trends in education and CRM solutions
Collaborative mindset, able to work cross-functionally with sales, professional services, product teams, and partners to deliver customer success
Open to travel for client meetings, presentations, and industry events, approximately 40%

Benefits

Medical, dental, vision, mental health support
Paid parental leave
Life and disability insurance
401(k)
Employee stock purchasing program
Time off programs

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

SalesforceCRM solutionssolution engineeringenterprise software deliverycustomer successAI certificationsData certificationsconfiguration of Salesforcedemonstrating enterprise platformsdigital transformation

Soft Skills

communication skillspresentation skillstime managementprioritization skillscollaborative mindsetcuriositypassion for technologyability to lead discovery sessionsability to translate technical conceptsability to manage multiple engagements

Certifications

Artificial Intelligence certificationsData certificationsSalesforce certifications