Services Sales Solutions Director

Salesforce; Illinois; On-site; USD 150,000 - 230,000; Full time

Job summary

Salesforce is seeking a Services Sales Solutions Lead to prescriptively shape large engagements and orchestrate pre-sales discovery. You will define customer outcomes, translate them into viable solution designs, and craft comprehensive proposals and SOWs with estimates and staffing plans.

Partner with Account Partners, structure deals, and present value to executives. Own end-to-end scoping, align with Legal and Revenue Recognition, and mentor teams for delivery excellence.

Qualifications

• 10+ years delivering enterprise-level consulting services.
• 7+ years focused on the Salesforce platform.
• Experience in financial services preferred.

Responsibilities

• Lead end-to-end pre-sales discovery for multi-cloud, transformational programs.
• Define customer outcomes and translate into viable high-level solution designs.
• Create detailed estimates, timelines, staffing plans, and SOWs with legal and revenue teams.
• Ensure clean hand-off to delivery and enable rapid mobilization.
• Mentor others and share best practices in solutioning and engagement shaping.

Skills

Enterprise consulting

Pre-sales leadership

SOW creation

Executive engagement

Education

10+ years enterprise consulting

Tools

Salesforce

Job description

Job Category

Customer Success

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You're in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

Applications for this position will be accepted on an ongoing basis.

Job Description

Services Sales Solutions Leads are critical to setting customers up for success by prescriptively shaping engagements of all sizes, including large, transformational programs. Partnering with an Account Partner, you will lead the pre-sales discovery process, defining customer outcomes and translating them into a viable high-level solution design. Your primary responsibility is developing and articulating comprehensive implementation proposals and Statements of Work (SOWs), including detailed estimates, timelines, and staffing plans. You will apply proven methodologies and orchestrate subject matter experts to validate the solution's viability. After the sale, you will ensure a clean transition to the delivery team, ensuring all project details, scope, and commitments are clearly understood to enable rapid mobilization.

Your Impact

• Contribute to high client satisfaction by ensuring the solutions you shape are set up for delivery success and align tightly with customer objectives.
• 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, and then co-presenting the value and strategic outcomes directly to the client.
• Act as a trusted advisor to executive-level customers, developing narratives that articulate the execution plan and timeline of the transformation program.
• Prescriptively shape large, complex, and transformational engagements, moving beyond stated requirements to recommend the right path for customer success.
• Uncover and articulate future opportunities to drive sustained customer value and Salesforce expansion.
• Partner with Services Sales Solution Architects, Business Strategists and other relevant roles, as necessary, on comprehensive pre-sales discovery workshops, engaging functional stakeholders to understand the complete business challenge and desired outcomes.
• Define and manage the end-to-end engagement scoping process, establishing clear boundaries, assumptions, and success criteria.
• Lead the high-level functional solutioning and scope definition, ensuring the proposed approach is viable and aligns with Salesforce best practices.
• Harmonize diverse perspectives-from Customer Business/IT to Sales, Legal, and Revenue Recognition-to synthesize competing interests into a cohesive solution that aligns with commercial targets and delivery excellence.
• Own the creation of the final Statement of Work, defining precise deliverables, scope, and implementation terms and conditions in partnership with Legal and Revenue Recognition teams for a clean hand-off.
• Develop detailed, accurate project estimates, staffing plans, and resource mixes, ensuring the engagement is properly structured for success.
• Proactively identify, assess, and mitigate engagement risks during the pre-sales cycle, leading Risk assignments to protect both the customer and Salesforce.
• Manage a seamless transition from the pre-sales phase to the delivery team, ensuring all project details, scope, and commitments are clearly understood.
• Serve as a multiplier, mentoring others and amplifying the team's knowledge by sharing best practices in solutioning, scoping, and engagement shaping.

Required Qualifications

• Minimum Experience: 10+ years' experience delivering enterprise-level consulting services, with 7+ years focused on the Salesforce platform. Financial services industry (Banking, Insurance, Wealth) experience preferred.
• Project Leadership: 7+ years of deep enterprise-level project or program experience (SaaS preferred), utilized to inform accurate scoping and estimation.
• Pre-Sales Leadership: Demonstrable experience leading the end-to-end discovery, solutioning, estimating, and SOW-creation process for multi-cloud, transformational programs.
• Sales Collaboration: Active involvement in supporting the sale of professional services, including leading proposal development and presenting to C-level executives.
• Go-to-Market Support: Experie