Salesforce Presales Solution Architect

Salesforce Presales Solution Architect

Experience Required: 15+ Years  
Work Location / Mode:  100% Remote

Engagement Type: Contractual

Role Overview

We are seeking a highly experienced Salesforce Presales Solution Architect with 15+ years of overall IT and Salesforce experience to serve as a senior technical backbone for our presales and solutioning function. The ideal candidate combines deep Salesforce architecture capabilities with strong expertise in presales, solution consulting, RFP/RFI technical proposals, estimation, and executive client management.

In this senior-level role, you will independently interpret complex enterprise requirements, design scalable Salesforce architectures, lead high-impact technical discovery sessions and live demos, prepare effort estimates, handle client escalations, and partner closely with Sales and Delivery teams to win opportunities.

Key Candidate Profile & Expectations

•   Senior Industry Expertise: 15+ years of IT experience with a strong background in Salesforce architecture and hands-on development.

•   Presales & Consulting Mastery: Proven track record in solution consulting, drafting RFPs/RFIs, technical proposal creation, and T-shirt estimation.

•   Stakeholder & Client Leadership: Comfortable leading executive-level client discovery sessions, addressing technical objections, and managing escalations.

•   Hands-On Technical Foundation: Solid technical grounding in Apex, LWC, OmniStudio, and enterprise integration patterns.

•   Communication & Presence: Highly energetic, proactive, and polished verbal/written communication skills.

Key Responsibilities

1. Presales & Opportunity Support:

•   Review and evaluate inbound prospect inquiries, RFPs, and RFIs.

•   Translate complex business requirements into robust, scalable Salesforce solutions.

•   Assess technical feasibility, dependencies, architectural risks, and implementation assumptions.

•   Collaborate closely with Sales and Delivery leadership to align technical strategies with business goals.

2. Solution Architecture & Technical Strategy:

•   Design end-to-end multi-cloud Salesforce architectures spanning Sales, Service, Experience, and Industry Clouds.

•   Define comprehensive architecture strategies covering Data, Automation, Security, Application, and Integration layers.

•   Evaluate out-of-the-box Salesforce functionality versus custom Apex/LWC/OmniStudio development.

•   Establish technical patterns for high performance, maintainability, and enterprise scalability.

3. Client Engagement & Escalation Management:

•   Lead technical discovery, requirement gathering, and architectural vision discussions with C-level stakeholders.

•   Articulate complex technical topics clearly to both business leaders and technical engineering teams.

•   Act as a senior point of contact for critical technical escalations, providing decisive resolution.

4. Live Demonstrations & Proof of Concepts:

•   Prepare and deliver dynamic, requirement-tailored Salesforce solution demonstrations.

•   Adapt demos interactively during client presentations to address real-time business scenarios and technical inquiries.

•   5. Estimation, Scoping & Proposals:

•   Formulate high-level and granular effort estimates (including T-shirt sizing) across configuration, custom development, OmniStudio, integration, and data migration.

•   Draft and review technical sections of RFPs, RFIs, Statements of Work (SOWs), and win-theme proposals.

•   Defend estimation models and technical assumptions in internal delivery reviews and client discussions.

Required Experience & Technical Skills

•   Core Experience: 15+ years of total IT experience with substantial focus on Salesforce Solution Architecture, Presales, and Client Consulting. Previous hands-on development experience is mandatory.

•   Salesforce Product Suite: Architect-level knowledge of Sales Cloud, Service Cloud, and Experience Cloud. Practical exposure to at least one Industry Cloud (e.g., Financial Services Cloud, Health Cloud, etc.).

•   Technical Development Depth: Strong foundation in Apex, Lightning Web Components (LWC), and OmniStudio. Ability to perform technical reviews and effort estimation.

•   Integration Architecture: Deep understanding of REST, SOAP, Bulk API, Platform Events, MuleSoft / Middleware, Real-time & Batch integrations, and Event-driven patterns.

•   Presales Tools & Practices: Proficiency in RFP/RFI responses, SOW scoping, cost/effort modeling, solution pitch deck creation, and value-based selling.

•   Soft Skills: Outstanding executive presentation skills, negotiation ability, and a confident, proactive approach to client management.

Key Candidate Keywords (Must-Haves)

15+ Years Experience | Salesforce Enterprise Architecture | Presales & Solution Consulting | Client Relationship Management | Escalation Management | RFP / RFI Proposals | T-Shirt Estimation | Apex | LWC | OmniStudio | Integration Architecture (REST/SOAP/MuleSoft) | Sales Cloud | Service Cloud | Experience Cloud