Lead the pre-sales discovery process, defining customer outcomes and translating them into a viable high-level solution design
Develop and articulate comprehensive implementation proposals and Statements of Work (SOWs)
Apply proven methodologies and orchestrate subject matter experts to validate the solution's viability
Ensure a clean transition to the delivery team
Ensure business value is defined and realized by translating executive-level customer objectives into executable implementation plans
Partner closely with Account Partners to structure the deal’s financial strategy
Act as a trusted advisor to executive-level customers
Prescriptively shape large, complex, and transformational engagements
Uncover and articulate future opportunities to drive sustained customer value
Define and manage the end-to-end engagement scoping process
Lead the high-level functional solutioning and scope definition
Own the creation of the final Statement of Work
Develop detailed, accurate project estimates, staffing plans, and resource mixes
Proactively identify, assess, and mitigate engagement risks during the pre-sales cycle
Manage a seamless transition from the pre-sales phase to the delivery team
Serve as a multiplier, mentoring others and amplifying the team's knowledge

Requirements

10+ years’ experience delivering enterprise-level consulting services
7+ years focused on the Salesforce platform
Financial services industry (Banking, Insurance, Wealth) experience preferred
7+ years of deep enterprise-level project or program experience (SaaS preferred)
Demonstrable experience leading the end-to-end discovery, solutioning, estimating, and SOW-creation process for multi-cloud, transformational programs
Active involvement in supporting the sale of professional services
Experience leading strategic scoping, proposal development, RFP responses, and executive-level presentations
Deep demonstrated technical and/or functional proficiency in the Salesforce platform and its solutions
Extremely strong written and verbal communication skills
Demonstrated ability to influence a group audience and facilitate complex solutioning workshops
Excellent analytical, problem-solving, and conflict-resolution skills
A delivery-informed mindset with a deep understanding of cloud-based technologies
Proficiency in deal architecture and pricing levers
Proven ability to lead and mentor cross-functional teams
Ability to travel will be required and varies based on client needs.

Benefits

time off programs
medical
dental
vision
mental health support
paid parental leave
life and disability insurance
401(k)
employee stock purchasing program

Applicant Tracking System Keywords

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

Hard Skills & Tools

SalesforceSaaSsolution designproject estimationresource planningrisk assessmentproposal developmentStatement of Work (SOW) creationmulti-cloud solutionsfinancial strategy

Soft Skills

communicationinfluenceproblem-solvingconflict resolutionmentoringanalytical thinkingcollaborationleadershipcustomer engagementpresentation skills