Salesforce Pre-Sales consultant

Exavalu; India; On-site; INR 4,000,000 - 7,000,000; Full time

Benefits offered by this job

Remote work flexibility

Welcoming back program

Flexible hours

Job summary

Exavalu Solutions India Pvt Ltd is seeking a seasoned Salesforce Pre-Sales SME with strong Insurance domain expertise to support solutioning, client engagements, and business development. This is a remote position, offering flexible work arrangements and exposure to large-scale digital transformation initiatives.

The ideal candidate will have 8–12 years in IT with 5+ years in Salesforce solutioning, and proven ability to lead solution discussions, design architectures, and create compelling

Qualifications

• 8–12 years IT experience with 5+ years in Salesforce solutioning or pre-sales roles.
• Strong knowledge of Salesforce platform (Sales, Service, Experience Cloud, FSC/Insurance Cloud).
• Experience in Insurance domain (Life, P&C, Brokers, MGA, or Carriers).

Responsibilities

• Partner with sales teams to support Salesforce opportunity pursuits in the Insurance domain.
• Lead solution discovery discussions to understand client business challenges and transformation goals.
• Define end-to-end Salesforce solution architectures leveraging Sales Cloud, Service Cloud, Financial Services Cloud, Experience Cloud, Data Cloud, and AI capabilities.
• Prepare solution proposals, effort estimates, and high-level architecture diagrams.
• Respond to RFPs/RFIs/RFQs with solution approaches, differentiators, and value propositions.

Skills

Communication

Stakeholder management

Presentation

Consultative selling

Tools

Salesforce

OmniStudio

Data Cloud

AI capabilities

Job description

Exavalu Solutions India Pvt Ltd | Full time

Exavalu is a US based consulting firm specialized in Digital Transformation Advisory and Digital Solution Delivery for select industries like Insurance, Healthcare and Financial Services. Our Headquarters is in California, US with multiple offices across US, Canada, and delivery centres in India. We were founded by Industry executives and Consulting principals with deep industry experience that allows us to bring advisory strength and solution expertise to clients. We’re in a hyper growth trajectory growing at over 100% year on year.

Join our diverse and inclusive team where you will feel valued and motivated to contribute with your unique skills and experience.

Exavalu offers permanent remote working model as we believe in going where the right talent is.

Job Description

This is a remote position.

Overview :

We are looking for an experienced Salesforce Pre-Sales Subject Matter Expert (SME) with strong expertise in the Insurance domain to support solutioning, client engagements, and business development initiatives. The role involves working closely with sales, delivery, and client stakeholders to design compelling Salesforce-based solutions, particularly across Insurance processes such as policy lifecycle, claims, distribution, and customer engagement. The ideal candidate will combine deep Salesforce platform knowledge with industry expertise and strong consultative skills.

Key Responsibilities

• Partner with sales teams to support Salesforce opportunity pursuits in the Insurance domain.
• Lead solution discovery discussions to understand client business challenges and transformation goals.
• Define end-to-end Salesforce solution architectures leveraging Sales Cloud, Service Cloud, Financial Services Cloud, Experience Cloud, Data Cloud, and AI capabilities.
• Prepare solution proposals, effort estimates, and high-level architecture diagrams.
• Respond to RFPs/RFIs/RFQs with solution approaches, differentiators, and value propositions.

Provide domain-driven solutioning across Insurance processes such as:

• Agency onboarding and distribution management
• Quote-to-bind and policy lifecycle management
• Claims and FNOL processes
• Broker and agent portals
• Recommend industry best practices and Salesforce Industry Cloud capabilities.

• Conduct client workshops, solution demos, and executive presentations.
• Create compelling storytelling around digital transformation using Salesforce and AI.
• Act as a trusted advisor to business and technology stakeholders.

• Develop reusable solution accelerators, demo environments, and industry-specific use cases.
• Create sales collaterals including capability decks, solution brochures, case studies, and POV documents.
• Support marketing initiatives such as webinars, thought leadership content, and industry events.
• Stay current with Salesforce innovations including AI (Agentforce, Einstein, GenAI), Data Cloud, and Industry Clouds.
• Identify opportunities to leverage AI and automation to differentiate solutions.
• Collaborate with delivery teams to ensure solution feasibility and alignment with best practices.

• 8–12 years of IT experience with 5+ years in Salesforce solutioning or pre-sales roles.
• Strong knowledge of Salesforce platform (Sales, Service, Experience Cloud, FSC/Insurance Cloud preferred).
• Experience in Insurance domain (Life, P&C, Brokers, MGA, or Carriers).
• Strong understanding of enterprise integration patterns and Salesforce architecture.
• Experience in solution estimation and proposal development.
• Excellent communication, presentation, and stakeholder management skills.

• Salesforce certifications (e.g., Application Architect, System Architect, FSC, AI certifications).
• Experience with OmniStudio, Data Cloud, or AI solutions.
• Experience supporting large digital transformation deals.
• Exposure to consulting or SI environments.

Diversity Inclusion:

At Exavalu, we are committed to building a diverse and inclusive workforce. We welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We nurture a culture that embraces all individuals and promotes diverse perspectives, where you can make an impact and grow your career. Exavalu also promotes flexibility depending on the needs of employees, customers and the business. It might be part-time work, working outside normal 9-5 business hours or working remotely.. We also have a welcome back program to help people get back to mainstream after a long break due to health or family reasons.