Infoglen - Salesforce Technical Architect - Presales (9-15 yrs)

About the Role :

The Salesforce Pre-Sales Architect will play a pivotal role in supporting the sales team by acting as the primary technical expert during the pre-sales cycle. You will be responsible for working with prospective clients, understanding their business needs, and crafting tailored Salesforce solutions that align with their objectives. You will guide clients through the Salesforce product ecosystem, effectively demonstrating the value of our offerings, and ensuring that the proposed solution is technically sound, scalable, and aligns with best practices.

Key Responsibilities :

Technical Leadership :

- Lead the pre-sales process by providing expert-level guidance on Salesforce architecture and solutions.

- Provide technical advice on integration, custom development, and overall system architecture.

Client Engagement :

- Engage with clients and prospects to understand their business requirements and translate these into Salesforce solutions.

- Act as the primary point of contact for all technical discussions during the sales cycle.

Solution Design :

- Design end-to-end Salesforce solutions, including Sales Cloud, Service Cloud, Marketing Cloud, CPQ, and custom solutions, ensuring they meet client needs while adhering to best practices.

Solution Presentations :

- Lead product demonstrations, solution workshops, and presentations, effectively communicating how Salesforce can address the client's challenges and business goals.

Proposal Development :

- Collaborate with the sales team to create and deliver compelling proposals, including scope, timelines, resource allocation, and pricing, with a focus on both technical and business outcomes.

Proof of Concept (PoC) :

- Develop and execute Proof of Concept (PoC) scenarios to showcase Salesforce capabilities and demonstrate the value of the proposed solution.

Client Relationships :

- Build and maintain strong relationships with key stakeholders, including C-suite executives, IT leadership, and business owners, to ensure ongoing alignment and successful outcomes.

Internal Collaboration :

- Work closely with delivery teams, architects, and senior consultants to ensure smooth handoffs from the sales process to project delivery.

Stay Updated :

- Continuously keep up with the latest Salesforce technologies, trends, and best practices to stay ahead of the competition and provide clients with innovative solutions.

Sales Enablement :

- Support the sales team with any technical queries and assist in the development of sales collateral, including solution briefs, case studies, and white papers.

Qualifications :

Experience :

- Minimum of 8 years in Salesforce solutions design and implementation with at least 3 years in a pre-sales architect role, preferably in a consulting environment.

Salesforce Expertise :

- Deep understanding of Salesforce products, including Sales Cloud, Service Cloud, Marketing Cloud, CPQ, and Lightning Platform.

- Certification in Salesforce (e.g., Salesforce Certified Technical Architect, Application Architect, or equivalent) is highly desirable.

Solution Design & Architecture :

- Proven experience in architecting Salesforce solutions that integrate with third-party systems and meet complex business requirements.

Client-Facing Skills :

- Strong communication and presentation skills, with the ability to engage and influence senior stakeholders, including CIOs, CTOs, and business leaders.

Pre-Sales Experience :

- Experience conducting client workshops, requirement gathering, solution scoping, and delivering compelling product demos and presentations.

Consulting Mindset :

- Ability to think strategically, analyze business needs, and propose solutions that provide long-term value.

Technical Knowledge :

- Strong understanding of integration, data migration, and security best practices within the Salesforce ecosystem.

Team Player :

- Ability to work collaboratively with cross-functional teams, including sales, delivery, and product teams.

Agile Experience :

- Familiarity with Agile methodologies for project delivery is a plus.

Preferred qualification :

- Salesforce Certified Technical Architect or related advanced certifications.

- Experience working with multinational clients and large-scale Salesforce implementations.

- Experience with multiple industries (e.g., healthcare, financial services, retail) is a plus.

- Experience with Agile methodologies and tools like Jira, Confluence.

- Knowledge of complementary technologies such as MuleSoft, Heroku, or AWS integrations.