Services Sales Solutions Director
Core
Lead pre-sales discovery and solution design for large, transformational Salesforce engagements, translating executive customer objectives into viable implementation proposals and Statements of Work (SOWs).
Role type
Senior IC Services Sales Solutions Director
Builds
Comprehensive implementation proposals, SOWs, staffing plans, and executive-level solution narratives for enterprise clients.
Domain
Enterprise Software / CRM / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Enterprise consulting services leadership, Salesforce platform expertise, pre-sales discovery and solutioning, SOW creation, executive-level presentation, deal architecture and pricing, cross-functional team leadership, risk mitigation, project scoping and estimation
Preferred skills
Financial services industry experience, Financial Services Cloud expertise, Salesforce certifications (Platform Admin, Sales Cloud Consultant, Agentforce Specialist, Service Cloud), MBA or Master's degree
Technologies
Salesforce Platform, Financial Services Cloud, Agentforce
Responsibilities
Lead pre-sales discovery workshops to define customer outcomes and solution designs; Develop detailed estimates, staffing plans, and SOWs with clear scope and terms; Partner with Account Partners to structure financial strategies and co-present value to C-level executives; Manage seamless transition from pre-sales to delivery teams; Mentor team members on solutioning and scoping best practices; Identify and mitigate engagement risks during the pre-sales cycle
Seniority
Senior, hands-on IC with leadership responsibilities
