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Salesforce Pre-sales Lead

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Description

We are seeking an experienced Pre-Sales Lead to join our Salesforce CRM Practice. This role is critical in driving business growth, shaping solution strategy, and supporting sales cycles with compelling value propositions. The ideal candidate will have a strong blend of sales acumen, consulting expertise, solution architecture understanding, and P&L accountability. You will work directly with CXO-level stakeholders and internal delivery teams to craft winning proposals and build a scalable Salesforce business.


Key Responsibilities


Pre-Sales & Deal Support

  • Lead end-to-end pre-sales activities for Salesforce CRM opportunities (Industry Cloud, Agentforce, Data Cloud, Sales Cloud, Service Cloud, Experience Cloud, Marketing modules, Integrations, etc ).
  • Conduct detailed discovery sessions, requirement analysis, and client workshops.
  • Develop compelling solution narratives, value propositions, and ROI models.
  • Prepare and deliver high-impact demos, presentations, solution walkthroughs, and POCs.
  • Own the proposal response processincluding RFPs, RFIs, estimations, and pricing models.

P&L & Business Growth Ownership

  • Own the P&L for the Salesforce CRM practice, ensuring revenue growth, profitability, and practice scalability.
  • Shape the annual business plan, forecasting, and sales pipeline contribution.
  • Identify new revenue streams, partnership opportunities, and industry playbooks.

Practice Development

  • Contribute to thought leadership: whitepapers, webinars, events, and customer advisory sessions.
  • Collaborate with Delivery Leads to ensure alignment between proposed solutions and delivery capabilities.

Client Engagement

  • Build trusted advisor relationships with C-level and functional leaders (e.g., CIO, CDO, CMO, Sales Heads).
  • Lead strategic conversations around CRM transformation, roadmap definition, and Salesforce adoption.
  • Understand competitive landscapes and position the organization as a differentiated Salesforce partner.

Required Skills & Experience

  • 7+ years of experience in Salesforce CRM consulting, pre-sales
  • Strong understanding of Various Salesforce Clouds like Industry Cloud, Daa Cloud, Sales Cloud, Service Cloud, Experience Cloud, and integration patterns.
  • Proven experience in pre-sales, RFP management, solutioning, and proposal building.
  • Demonstrated ability to handle P&L ownership, revenue planning, and forecasting.
  • Strong customer-facing skillsstorytelling, presentation, negotiation, and executive communication.
  • Ability to collaborate with cross-functional teams (Sales, Delivery, Marketing, Alliances).


Warm Regards,

Susmita Bhosale

P-C Senior Associate - Global Strategic Resourcing

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