Senior Pre Sales
RemoteUnited States
Job Summary
Partner with sales teams to support Salesforce opportunity pursuits in the Insurance domain by leading solution discovery discussions and defining end-to-end architectures leveraging Sales Cloud, Service Cloud, and AI capabilities. Prepare solution proposals, effort estimates, and high-level diagrams while responding to RFPs with differentiated value propositions. Conduct client workshops, demos, and executive presentations to create compelling storytelling around digital transformation, acting as a trusted advisor to business and technology stakeholders. Develop reusable solution accelerators, demo environments, and industry-specific use cases, including agency onboarding, quote-to-bind, and claims processes. Collaborate with delivery teams to ensure solution feasibility and alignment with best practices. Support marketing initiatives such as webinars, thought leadership content, and industry events.
Required Qualifications
- 8–15+ years of IT experience
- 5+ years in Salesforce solutioning or pre-sales roles
- Strong knowledge of Salesforce platform
- Strong understanding of enterprise integration patterns and Salesforce architecture
- Experience in solution estimation and proposal development
- Excellent communication, presentation, and stakeholder management skills
- Salesforce certifications
- Experience with OmniStudio, Data Cloud, or AI solutions
- Experience supporting large digital transformation deals
- Exposure to consulting or SI environments
- Experience in Insurance domain
Desired Qualifications
- Salesforce platform knowledge across Sales, Service, Experience Cloud, FSC/Insurance Cloud
- Experience in Insurance domain (Life, P&C, Brokers, MGA, or Carriers)
- Experience with Financial Services Cloud
- Experience with Experience Cloud
- Experience with Data Cloud
- Experience with AI capabilities
- Experience with Agentforce
- Experience with Einstein
- Experience with GenAI
- Experience with Industry Clouds
- Experience with AI (Agentforce, Einstein, GenAI), Data Cloud, and Industry Clouds
- Experience with AI and automation
- Experience with Salesforce Industry Cloud capabilities
- Experience with broker and agent portals
- Experience with Agency onboarding and distribution management
- Experience with Quote-to-bind and policy lifecycle management
- Experience with Claims and FNOL processes
- Experience with Salesforce solutioning
- Experience with pre-sales roles
- Experience with solution discovery discussions
- Experience with defining end-to-end Salesforce solution architectures
- Experience with preparing solution proposals, effort estimates, and high-level architecture diagrams
- Experience with responding to RFPs/RFIs/RFQs
- Experience with conducting client workshops, solution demos, and executive presentations
- Experience with creating compelling storytelling around digital transformation
- Experience with developing reusable solution accelerators, demo environments, and industry-specific use cases
- Experience with creating sales collaterals including capability decks, solution brochures, case studies, and POV documents
- Experience with supporting marketing initiatives such as webinars, thought leadership content, and industry events
- Experience with staying current with Salesforce innovations
- Experience with identifying opportunities to leverage AI and automation to differentiate solutions
- Experience with collaborating with delivery teams
- Experience with solution feasibility
- Experience with alignment with best practices
- Experience with partner with sales teams
- Experience with supporting Salesforce opportunity pursuits
- Experience with Insurance processes such as policy lifecycle, claims, distribution, and customer engagement
- Experience with working closely with sales, delivery, and client stakeholders
- Experience with designing compelling Salesforce-based solutions
- Experience with strong consultative skills
- Experience with deep Salesforce platform knowledge
- Experience with industry expertise
- Experience with strong domain-driven solutioning
- Experience with recommending industry best practices
- Experience with Salesforce Industry Cloud capabilities
- Experience with creating capability decks
- Experience with creating solution brochures
- Experience with creating case studies
- Experience with creating POV documents
- Experience with supporting webinars
- Experience with creating thought leadership content
- Experience with supporting industry events
- Experience with working remotely
- Experience with part-time work
- Experience with working outside normal 9-5 business hours
- Experience with working remotely
- Experience with a welcome back program
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