Salesforce Presales Consultant

4 weeks ago

Chennai, India Weekday AI Full time

This role is for one of Weekday’s clients
Min Experience: 2 years
Location: Chennai, Bangalore
JobType: full-time

Requirements

It’ll be awesome if you …

- Have 2–3 years of experience in a Salesforce-related role (Admin, Consultant, Business Analyst, or Pre-Sales)
- Possess foundational knowledge of Salesforce Clouds (Sales, Service, Experience, Platform, etc.)
- Are proficient in PowerPoint or Google Slides, with an eye for visual clarity, design, and storytelling
- Communicate clearly—both in writing and verbally—and thrive in collaborative, fast-paced teams
- Are highly organized, self-driven, and open to working in late-night shifts

More awesome, if you …

- Have exposure to Salesforce industries like Nonprofit or Education
- Are familiar with diagramming tools like Lucidchart, Miro, or similar
- Understand the structure of B2B/B2C sales cycles and proposal workflows
- Enjoy simplifying technical content and contributing to content strategy

Here’s what you’ll do -
You’re the client’s trusted advisor

- Engage with clients to deeply understand their business goals, pain points, and technical requirements
- Act as a strategic partner and thought leader—guiding clients on how Salesforce can deliver scalable, high-impact results
- Build long-term trust and credibility with client stakeholders across business and technical functions

You craft winning solutions

- Design tailored Salesforce solutions that align with both client needs and platform best practices
- Create clear and compelling product demonstrations, discovery sessions, and technical workshops
- Help simplify complex requirements into actionable roadmaps

You create impactful proposals

- Develop comprehensive, well-structured proposals and solution documents that highlight technical feasibility and ROI
- Collaborate with delivery, product, and technical teams to ensure proposed solutions are realistic and executable
- Contribute to RFP/RFI responses, pitch decks, and statement of work (SOW) documents

You collaborate to win deals

- Partner with sales, account management, and executive stakeholders to align on deal strategy and presales efforts
- Influence and accelerate deal cycles through strong solution alignment and consultative storytelling
- Ensure smooth handoffs between presales and delivery to maintain client confidence post-sale

You stay ahead with thought leadership

- Keep up with the latest Salesforce product updates, innovations, and industry trends
- Share insights internally—conducting knowledge sessions and workshops for sales and delivery teams
- Help shape the presales playbook and continuously improve our approach to pitching, scoping, and positioning

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