Salesforce
Technology
ServicesSalesSolutionsDirector
“Services Sales Solutions Director at Salesforce. Skills: Services Sales, Solutioning, Salesforce implementation. Shape customer engagements. Lead pre-sales discovery”
What You'll Achieve.
Contribute to high client satisfaction; Ensure delivery success; Align with customer objectives; Define business value; Realize business value; Drive sustained customer value; Drive Salesforce expansion
Industry & Context.
Solutioning; Risk assessment; Risk mitigation
What They're Looking For.
Must Have
10+ years enterprise consulting, 7+ years Salesforce platform, 7+ years enterprise project/program, Demonstrable pre-sales leadership, Active involvement sales professional services, Lead strategic scoping, Deep Salesforce platform proficiency, Executive presence, Demonstrated facilitation ability
Nice to Have
Financial services industry experience, SaaS project/program experience, Financial Services Cloud experience, Salesforce Platform Administrator certification, Salesforce Sales Cloud Consultant certification, Agentforce Specialist certification, Salesforce Service Cloud certification
What You'll Do.
Shape customer engagements
Lead pre-sales discovery
Define customer outcomes
Translate outcomes to solution design
Develop implementation proposals
Create Statements of Work
Develop detailed estimates
Create staffing plans
Orchestrate subject matter experts
Validate solution viability
Ensure clean transition to delivery
Contribute to client satisfaction
Ensure solutions align with objectives
Define and realize business value
Translate objectives to implementation plans
Structure deal financial strategy
Develop implementation roadmaps
Co-present value to client
Act as trusted advisor
Develop transformation narratives
Shape transformational engagements
Recommend path for customer success
Uncover future opportunities
Articulate opportunities for expansion
Partner on pre-sales discovery workshops
Engage functional stakeholders
Understand business challenges
Define engagement scoping process
Establish clear boundaries
Establish success criteria
Lead functional solutioning
Harmonize diverse perspectives
Synthesize competing interests
Align solutions with commercial targets
Own Statement of Work creation
Define precise deliverables
Define implementation terms
Develop accurate project estimates
Develop resource mixes
Identify engagement risks
Assess engagement risks
Mitigate engagement risks
Manage transition to delivery team
Amplify team knowledge
How You'll Work.
Team & Collaboration
Partnering with Account Partner; Partner with Services Sales Solution Architects; Partner with Business Strategists; Engage functional stakeholders; Harmonize diverse perspectives; Partner with Legal; Partner with Revenue Recognition; Transition to delivery team
Communication Scope
Executive presentations; Verbal communication; Written communication; Advisory relationships; Facilitate workshops; Executive discussions
Process & Methodology
Project leadership, Program experience, Scoping, Estimation
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