Remote Salesforce Pre-Sales Consultant - Insurance & AI

Exavalu Solutions India Pvt Ltd; Poland; Remote; PLN 180,000 - 300,000; Full time

Job summary

Exavalu Solutions India Pvt Ltd invites an experienced Salesforce solutioning professional for a remote, senior pre-sales role focused on Insurance. You will shape end-to-end Salesforce architectures, collaborate with sales, and craft proposals and demos to drive digital transformation.

Ideal candidates bring 8–12 years in IT with 5+ years in Salesforce solutioning or pre-sales, strong stakeholder skills, and knowledge of FSC/Insurance Cloud plus Data Cloud and AI capabilities.

Qualifications

• 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.

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.
• 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.

Skills

Salesforce solutioning

Pre-sales

Insurance domain

Stakeholder management

Solution architecture

Proposal development

Tools

OmniStudio

Data Cloud

AI solutions

Job description

Exavalu Solutions India Pvt Ltd invites an experienced Salesforce solutioning professional for a remote, senior pre-sales role focused on Insurance. You will shape end-to-end Salesforce architectures, collaborate with sales, and craft proposals and demos to drive digital transformation.

Ideal candidates bring 8–12 years in IT with 5+ years in Salesforce solutioning or pre-sales, strong stakeholder skills, and knowledge of FSC/Insurance Cloud plus Data Cloud and AI capabilities.