Pre-Sales Solution Lead

Connexions; San Francisco (CA); On-site; USD 140,000 - 210,000; Full time

Job summary

Connexions is seeking an experienced Salesforce Presales / Solutioning Lead in San Francisco to drive business development and craft end-to-end Salesforce-based solutions. You will collaborate with sales, delivery teams, architects, and SMEs to translate requirements into compelling proposals and client-ready demonstrations.

The role emphasizes strong client-facing skills, solutioning expertise, and a track record of delivering high-impact Salesforce engagements across transformation projects

Qualifications

• Strong experience in Salesforce / SFDC, with Presales, Solution Consulting, Solution Architecture, or Technical Sales.
• Deep understanding of Salesforce clouds, platform capabilities, integrations, data and CRM processes.
• Proven track record supporting RFP/RFI responses and enterprise sales pursuits.
• Excellent client-facing communication and presentation skills.
• Experience creating solution proposals, architecture diagrams, presentations, and technical documentation.

Responsibilities

• Lead Salesforce presales and solutioning activities for new business opportunities.
• Partner with sales teams to understand client objectives, pain points, and business requirements.
• Develop RFP/RFI/RFQ responses, proposals, solution approaches, SOW inputs, and presentations.
• Design high-level Salesforce solution architectures aligned with client business and technical requirements.
• Conduct client discovery sessions, workshops, solution walkthroughs, and demonstrations.
• Translate business requirements into Salesforce capabilities, solution components, and implementation approaches.
• Collaborate with Salesforce architects, developers, consultants, data, integration, and other technology SMEs to develop end-to-end solutions.
• Define implementation scope, assumptions, dependencies, deliverables, timelines, and high-level resource requirements.
• Support effort estimation, staffing models, commercial inputs, and solution costing.
• Develop compelling executive-level presentations and articulate the business value of proposed Salesforce solutions.
• Identify opportunities for Salesforce optimization, modernization, automation, integration, and digital transformation.
• Stay current with Salesforce platform capabilities, products, industry trends, and emerging CRM technologies.

Skills

Salesforce / SFDC

Presales

Solution Consulting

Solution Architecture

Technical Sales

Client-facing communication

Proposal development

Job description

We are seeking an experienced Salesforce (SFDC) Presales / Solutioning Lead to support business development and sales initiatives across Salesforce transformation and CRM engagements. The ideal candidate will combine strong Salesforce functional and technical knowledge with excellent client-facing, presentation, solutioning, and proposal-development skills.

This role will work closely with sales teams, clients, delivery leaders, architects, and technical SMEs to understand business requirements, develop compelling Salesforce-based solutions, and support opportunities from initial discovery through proposal and client presentation.

Key Responsibilities

• Lead Salesforce presales and solutioning activities for new business opportunities.
• Partner with sales teams to understand client objectives, pain points, and business requirements.
• Develop RFP/RFI/RFQ responses, proposals, solution approaches, SOW inputs, and presentations.
• Design high-level Salesforce solution architectures aligned with client business and technical requirements.
• Conduct client discovery sessions, workshops, solution walkthroughs, and demonstrations.
• Translate business requirements into Salesforce capabilities, solution components, and implementation approaches.
• Collaborate with Salesforce architects, developers, consultants, data, integration, and other technology SMEs to develop end-to-end solutions.
• Define implementation scope, assumptions, dependencies, deliverables, timelines, and high-level resource requirements.
• Support effort estimation, staffing models, commercial inputs, and solution costing.
• Develop compelling executive-level presentations and articulate the business value of proposed Salesforce solutions.
• Identify opportunities for Salesforce optimization, modernization, automation, integration, and digital transformation.
• Stay current with Salesforce platform capabilities, products, industry trends, and emerging CRM technologies.

Required Qualifications

• Strong experience in Salesforce / SFDC, with significant experience in Presales, Solution Consulting, Solution Architecture, or Technical Sales.
• Strong understanding of the Salesforce ecosystem, including relevant clouds, platform capabilities, integrations, data, and CRM processes.
• Proven experience supporting RFP/RFI responses and enterprise sales pursuits.
• Strong client-facing communication and presentation skills.
• Experience creating solution proposals, architecture diagrams, presentations, and technical documentation.
• Ability to translate complex technical concepts into clear business value for both technical and executive audiences.
• Strong understanding of Salesforce implementation methodologies and enterprise CRM transformation.
• Experience working with cross-functional teams including Sales, Delivery, Architecture, and Business stakeholders.
• Excellent analytical, problem-solving, communication, and stakeholder-management skills.

Preferred Qualifications

• Salesforce certifications such as Salesforce Certified Administrator, Platform Developer, Sales Cloud Consultant, Service Cloud Consultant, Application Architect, System Architect, or related certifications.
• Experience with Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Data Cloud, CPQ, MuleSoft, and Salesforce integrations.
• Experience with enterprise-scale Salesforce transformation programs.
• Industry-specific Salesforce solutioning experience.
• Experience developing executive presentations and conducting solution demonstrations.
• Previous experience in a consulting, system integration, or technology services organization.