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), including detailed estimates, timelines, and staffing plans
Ensure business value is defined and realized by translating executive-level customer objectives into clear, executable implementation plans
Partner closely with Account Partners to structure the deal’s financial strategy and implementation roadmap
Act as a trusted advisor to executive-level customers
Define and manage the end-to-end engagement scoping process, establishing clear boundaries, assumptions, and success criteria
Own the creation of the final Statement of Work, defining precise deliverables, scope, and implementation terms and conditions
Manage a seamless transition from the pre-sales phase to the delivery team, ensuring all project details, scope, and commitments are clearly understood

Requirements

15+ years’ experience delivering enterprise-level consulting services, with 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, including leading proposal development and presenting to C-level executives
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
Very strong written and verbal communication skills
Demonstrated ability to influence a group audience, facilitate complex solutioning workshops, and lead executive-level discussions regarding roadmap and scope
Excellent analytical, problem-solving, and conflict-resolution skills; adept at mediating conflict and fostering healthy dialogue during negotiation
A delivery-informed mindset with a deep understanding of cloud-based technologies
Proficiency in deal architecture and pricing levers

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 designimplementation proposalsStatements of Work (SOW)project managementfinancial strategymulti-cloudproposal developmentRFP responses

Soft Skills

communication skillsinfluencefacilitationproblem-solvingconflict-resolutionanalytical skillsnegotiationleadershipcustomer engagementtrust building