Role overview

Qualifications

12+ years of experience within the Salesforce ecosystem
Proven experience supporting enterprise Salesforce opportunities from qualification through proposal and presentation stages
Strong expertise in Sales Cloud, Service Cloud, Experience Cloud, Financial Services Cloud (FSC), Data Cloud, and Salesforce AI
Experience working with clients in the Insurance and/or Financial Services industry

Responsibilities

Partner with sales and account teams to drive Salesforce solutioning and pre-sales engagements
Lead client discovery sessions and define transformation roadmaps
Design scalable Salesforce solutions aligned with business objectives
Support RFPs, proposals, solution demonstrations, and executive presentations

Key facts

Remote from: Canada, United States
Full time
Senior (5-10 years)
English

Hard skills

Salesforce Salesforce Solution Architecture Adobe Experience Cloud Cloud Financial Management (FinOps) Data Infrastructure Intelligent Agent Customer Engagement Proposal Development Presentation Training

Other skills

Communication

About the company

Exavalu

Information Technology & Services

Exavalu is your sustained strategic partner to deliver meaningful change and lasting value. Our seasoned industry veterans are experienced in solving your most challenging problems. We stay with you until the results are achieved. Big firm expertise. Small firm feel. Get the transformation you wish for. Visit www.exavalu.com

Company details

Company typeScaleup

IndustryInformation Technology & Services

Company size201 - 500

Links

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Job description

This is a remote position.

Job Title – Salesforce Solutions Leader

Location- Remote

Role Overview

We are seeking an experienced Salesforce Solutions Leader to join our growing Salesforce practice across the US and Canada. In this client-facing role, you will collaborate with sales and account teams to define Salesforce transformation strategies, lead discovery workshops, architect enterprise solutions, and support strategic pursuits, RFPs, and client presentations. You will serve as a trusted advisor to enterprise customers while developing solution proposals, effort estimates, statements of work (SOWs), business cases, and executive presentations.

Key Responsibilities

Partner with sales and account teams to drive Salesforce solutioning and pre-sales engagements.
Lead client discovery sessions and define transformation roadmaps.
Design scalable Salesforce solutions aligned with business objectives.
Support RFPs, proposals, solution demonstrations, and executive presentations.
Develop effort estimates, SOWs, and business cases.
Act as a trusted advisor throughout the sales lifecycle and solution delivery.

Requirements

Required Skills & Qualifications

12+ years of experience within the Salesforce ecosystem.
Proven experience supporting enterprise Salesforce opportunities from qualification through proposal and presentation stages.
Strong expertise in Sales Cloud, Service Cloud, Experience Cloud, Financial Services Cloud (FSC), Data Cloud, and Salesforce AI.
Experience working with clients in the Insurance and/or Financial Services industry.
Excellent communication, stakeholder management, and presentation skills.
Strong solution architecture and consulting experience.

Preferred Skills

Hands-on exposure to Agentforce, Data 360, Customer 360, and Digital Insurance solutions.
Salesforce certifications (Application Architect, System Architect, or related certifications) are a plus.
Experience leading large-scale Salesforce transformation initiatives.
Familiarity with Agile delivery methodologies and enterprise solution architecture.

Benefits

Exavalu also promotes flexibility, adapting to the needs of employees, customers, and the business. It might be part-time work, working outside normal 9-5 business hours or working remotely. We also offer a welcome back program to help individuals return to the mainstream after a prolonged absence due to health or family reasons.

At Exavalu, we are committed to building a diverse and inclusive workforce. We welcome applications for employment from all qualified candidates, regardless of race, colour, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We nurture a culture that embraces all individuals and promotes diverse perspectives, where you can make an impact and grow your career.

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