Salesforce Pre-Sales Solution Architect

Responsibilities

• Develop tailored Salesforce implementation proposals, including scope, estimations, timeline, and resourcing plans.
• Lead pre-sales discovery sessions to understand client business needs, pain points, and desired outcomes.
• Architect end-to-end Salesforce solutions that are scalable, efficient, and aligned to client goals.
• Produce high-quality documentation, including proposals, statements of work (SOWs), and roadmaps.
• Customize demos and proof-of-concepts that clearly convey value to client stakeholders.
• Scope and estimate Salesforce projects with precision, leveraging past experience and collaboration with delivery leaders.
• Translate complex requirements into practical, phased implementation plans.
• Guide clients through the art of the possible with Salesforce features and industry best practices.
• Serve as a subject matter expert to internal teams and clients during both sales and initial project setup.
• Support RFI/RFP responses with well-articulated technical content and solution narratives.
• Collaborate cross-functionally with Marketing, Sales, and Delivery teams to continuously improve TruSummit’s go-to-market offerings.

Requirements

• 5+ years of consulting experience, including direct client engagement and team leadership.
• 5+ years of hands-on Salesforce delivery experience (Sales, Service, Field Service, or Experience Cloud preferred).
• 3+ years of pre-sales or solution architect experience focused on Salesforce implementations.
• Proven track record of accurately scoping and sizing Salesforce projects.
• Strong communication and presentation skills with executive-level presence.
• Ability to facilitate discovery workshops, develop roadmaps, and translate vision into implementation strategy.
• Deep knowledge of Salesforce architecture and product capabilities; Salesforce Architect certifications are strongly preferred.
• Ability to collaborate across multiple teams and influence without direct authority.
• Ability to ramp up quickly in new industries, client environments, or product areas.
• Strong ability to quickly interpret business needs and ramp up with minimal context or background.
• Industry expertise in Manufacturing is a plus.

Qualifications

• Bachelor’s degree or equivalent professional experience.