Services Sales Solution Lead (Pre-Sales)

About the role

Salesforce Professional Services delivers strategic engagements with executive-level customers, and Services Sales Solution Leads are central to setting customers up for success. Working with an Account Partner, you lead the pre-sales discovery, define customer outcomes and turn them into a high-level solution design. You develop and present implementation proposals and Statements of Work (SOWs), with estimates, timelines and staffing plans, and ensure a smooth handover to the delivery team.

Key responsibilities

• Lead pre-sales discovery workshops with Account Partners and functional stakeholders, and define the end-to-end scoping process with clear boundaries and success criteria.
• Shape large, complex engagements and recommend the best path for customer success, partnering with Solution Architects, Business Strategists and other roles.
• Develop detailed project estimates, staffing plans and resource mixes, and own the final SOW in partnership with Legal and Revenue Recognition.
• Co-present the deal's financial strategy and value proposition to the client, and act as a trusted advisor to executives.
• Identify and mitigate engagement risks, and manage the transition to the delivery team.
• Mentor colleagues and share best practices in solutioning, scoping and engagement shaping.

Required profile

• 10+ years delivering enterprise-level consulting services, with 7+ years focused on the Salesforce platform.
• 7+ years of enterprise project or program leadership (SaaS preferred).
• Demonstrable experience leading discovery, solutioning, estimating and SOW creation for multi-cloud, transformational programs.
• Experience supporting the sale of professional services, including proposal development and presentations to C-level executives.
• Strong written and verbal communication, facilitation, analytical, commercial and leadership skills; travel required depending on client needs.

Required skills

• Deep technical and/or functional proficiency in the Salesforce platform and its solutions.
• Ideal certifications: Salesforce Platform Administrator, Sales Cloud Consultant, Agentforce Specialist and Service Cloud.