Devlats - Salesforce Presales Consultant

Salesforce Pre-Sales Consultant

Location : Hybrid

Experience : 7- 12 Years

Notice Period : Immediate to 15 Days Preferred

About the Role :

We are looking for an experienced Salesforce Pre-Sales Consultant to collaborate with sales and delivery teams in driving client engagements from opportunity qualification through signed Statements of Work (SOW). The ideal candidate will bridge business requirements and Salesforce solutions by conducting discovery workshops, designing solutions, delivering demos, building proof-of-concepts, and supporting proposal development.

Key Responsibilities :

• Engage with prospective clients to understand business processes, challenges, and objectives.
• Conduct discovery workshops and gather detailed business requirements.
• Design Salesforce-based solutions aligned with client needs and business goals.
• Prepare solution blueprints, architecture recommendations, and functional documentation.
• Deliver customized product demonstrations and Proof of Concepts (POCs) across Salesforce platforms.
• Participate in RFP/RFI responses, proposal creation, and client presentations.
• Work with delivery teams to estimate project effort, define implementation scope, timelines, and resource requirements.
• Develop and maintain reusable demo environments, estimation models, proposal templates, and solution assets.
• Stay updated on Salesforce product releases, platform capabilities, and best practices.
• Act as a trusted advisor during client discussions and solution workshops.

Required Skills & Experience :

• 7 - 12 years of overall IT experience with 25 years of strong hands-on Salesforce consulting experience.
• Experience working with at least two of the following Salesforce Clouds :

• 1. Sales Cloud
• 2. Service Cloud
• 3. Revenue Cloud / CPQ / RLM
• 4. Field Service Lightning (FSL)
• 5. Experience Cloud

• Strong understanding of :

• 1. Salesforce Administration
• 2. Flows and Process Automation
• 3. Data Modeling
• 4. Security & Sharing
• 5. Integration Patterns
• 6. Solution Design

• Experience in client-facing roles such as :

• 1. Salesforce Pre-Sales Consultant
• 2. Salesforce Solution Consultant
• 3. Salesforce Functional Consultant
• 4. Salesforce Business Analyst with consulting experience

• Ability to conduct impactful client demos and workshops.
• Strong effort estimation and project scoping skills.
• Excellent communication, presentation, and documentation abilities.

Preferred Qualifications :

• Salesforce Certifications such as :

• 1. Salesforce Administrator
• 2. Platform App Builder
• 3. Sales Cloud Consultant
• 4. Service Cloud Consultant
• 5. Advanced Salesforce Certifications

• Experience with Revenue Cloud (RLM), CPQ, or Field Service Lightning.
• Exposure to AppExchange products and Salesforce custom application development.
• Experience working with global, multi-region, or multi-subsidiary organizations.

Target Profiles :

• Salesforce Pre-Sales Consultant
• Salesforce Solution Consultant
• Salesforce Functional Consultant
• Salesforce Business Analyst (Salesforce Consulting Background)
• Salesforce Consultant involved in Solutioning, Demos, Estimations, and Proposals

Profiles to Avoid :

• Pure Salesforce Developers
• Support or Maintenance-only Professionals
• Candidates without Client-facing Experience
• Candidates without Solution Design or Pre-Sales Exposure
• Candidates serving Notice Periods exceeding 15 Days