Salesforce Solutions Lead
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AI Summary
Lead Salesforce transformation strategies and architect enterprise solutions through client discovery and pre-sales engagements. Act as a trusted advisor to develop proposals, effort estimates, and statements of work for enterprise customers.
This is a remote position.
Job Title – Salesforce Solutions Leader
Location- Remote
Role Overview
We are seeking an experienced Salesforce Solutions Leader to join our growing Salesforce practice across the US and Canada. In this client-facing role, you will collaborate with sales and account teams to define Salesforce transformation strategies, lead discovery workshops, architect enterprise solutions, and support strategic pursuits, RFPs, and client presentations. You will serve as a trusted advisor to enterprise customers while developing solution proposals, effort estimates, statements of work (SOWs), business cases, and executive presentations.
Key Responsibilities
- Partner with sales and account teams to drive Salesforce solutioning and pre-sales engagements.
- Lead client discovery sessions and define transformation roadmaps.
- Design scalable Salesforce solutions aligned with business objectives.
- Support RFPs, proposals, solution demonstrations, and executive presentations.
- Develop effort estimates, SOWs, and business cases.
- Act as a trusted advisor throughout the sales lifecycle and solution delivery.
Requirements
Required Skills & Qualifications
- 12+ years of experience within the Salesforce ecosystem.
- Proven experience supporting enterprise Salesforce opportunities from qualification through proposal and presentation stages.
- Strong expertise in Sales Cloud, Service Cloud, Experience Cloud, Financial Services Cloud (FSC), Data Cloud, and Salesforce AI.
- Experience working with clients in the Insurance and/or Financial Services industry.
- Excellent communication, stakeholder management, and presentation skills.
- Strong solution architecture and consulting experience.
Preferred Skills
- Hands-on exposure to Agentforce, Data 360, Customer 360, and Digital Insurance solutions.
- Salesforce certifications (Application Architect, System Architect, or related certifications) are a plus.
- Experience leading large-scale Salesforce transformation initiatives.
- Familiarity with Agile delivery methodologies and enterprise solution architecture.
Benefits
Exavalu also promotes flexibility, adapting to 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 offer a welcome back program to help individuals return to the mainstream after a prolonged absence due to health or family reasons.
At Exavalu, we are committed to building a diverse and inclusive workforce. We welcome applications for employment from all qualified candidates, regardless of race, colour, 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.
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