Salesforce Presales Consultant

3 weeks ago

London, United Kingdom Eames Consulting Full time

Salesforce Presales Consultant


Company Overview


We are recruiting on behalf of a leading technology consultancy focused on delivering Salesforce-driven transformation to clients within the financial services and insurance sectors. This consultancy is at the forefront of digital innovation, offering tailored solutions to address complex business challenges. This is a permanent opportunity for an experienced Salesforce Presales Consultant with a background in solution architecture or solution design, who can work closely with clients to shape value-driven Salesforce solutions.


Role Overview


As the Salesforce Presales Consultant, you’ll play a key role in the consultancy’s engagement with clients, identifying business challenges, and designing Salesforce solutions that directly address the unique demands of the financial services and insurance markets. You will lead discovery conversations, outline solution architectures, and collaborate with both the consultancy’s sales and delivery teams to ensure project alignment and client satisfaction.


Key Responsibilities

  • Lead client discovery sessions to uncover business objectives, challenges, and technical requirements.
  • Design and present customised Salesforce solutions, with a focus on Financial Services Cloud and Vlocity (Salesforce Industries) Insurance Cloud, ensuring alignment with industry best practices.
  • Develop solution proposals, including high-level architecture, technical roadmaps, and actionable recommendations.
  • Act as a trusted technical advisor during the sales process, facilitating seamless transitions to delivery teams.
  • Identify and propose Salesforce-based enhancements to client systems, demonstrating the consultancy’s value in delivering innovative, scalable solutions.
  • Keep current with Salesforce advancements, enabling the delivery of best-fit solutions that meet client goals.


Required Skills & Experience

  • Extensive experience in presales, solution architecture, or solution design within a insurance business or similar environment, with focus on financial services and insurance.
  • Deep understanding of the Salesforce ecosystem, particularly Financial Services Cloud and Vlocity Insurance Cloud.
  • Excellent communication skills, with the ability to translate technical concepts into business-focused solutions.
  • Strong client-facing expertise, with experience leading discovery workshops and presenting solutions.
  • Skilled in creating solution architectures, high-level diagrams, and roadmaps.
  • Familiarity with Agile methodologies and experience working with cross-functional consultancy teams.


Desirable Certifications

  • Salesforce Certified Solution Architect
  • Salesforce Certified Administrator
  • Financial Services Cloud Accredited Professional
  • Vlocity (Salesforce Industries) Certifications (e.g., Platform Developer, CPQ)
  • Certified Technical Architect (CTA) or other advanced certifications
  • TOGAF Architecture Certifications

  • Salesforce Presales Consultant

    2 weeks ago

    London, United Kingdom Eames Consulting Full time

    Job Description Salesforce Presales Consultant Company Overview We are recruiting on behalf of a leading technology consultancy focused on delivering Salesforce-driven transformation to clients within the financial services and insurance sectors. This consultancy is at the forefront of digital innovation, offering tailored solutions to address complex...

  • Salesforce Presales Consultant

    4 weeks ago

    London, United Kingdom Eames Consulting Full time

    Salesforce Presales ConsultantCompany Overview We are recruiting on behalf of a leading technology consultancy focused on delivering Salesforce-driven transformation to clients within the financial services and insurance sectors. This consultancy is at the forefront of digital innovation, offering tailored solutions to address complex business challenges....

  • Salesforce Presales Consultant

    4 weeks ago

    London,, UK, United Kingdom Eames Consulting Full time

    Salesforce Presales ConsultantCompany Overview We are recruiting on behalf of a leading technology consultancy focused on delivering Salesforce-driven transformation to clients within the financial services and insurance sectors. This consultancy is at the forefront of digital innovation, offering tailored solutions to address complex business challenges....

  • Presales Solutions Designer

    4 days ago

    London, Greater London, United Kingdom Eames Consulting Full time

    Unlock Your PotentialEames Consulting is seeking an experienced Salesforce Presales Consultant to take on a challenging and rewarding role.Company Overview:Our company is at the forefront of digital innovation, offering tailored Salesforce solutions to clients in the financial services and insurance sectors.Salary:$160,000 - $220,000 per annumJob...

  • Salesforce Solutions Consultant

    4 days ago

    London, Greater London, United Kingdom SalesForce Full time

    Salesforce Data Cloud OverviewSalesforce Data Cloud has been recognized as a leader in Gartner's inaugural Magic Quadrant for Customer Data Platforms (CDPs). This prestigious recognition underscores the platform's excellence in managing and activating customer data across the Salesforce ecosystem and beyond.Job DescriptionThe Consumption Lead will work...

  • Presales Consultant

    6 months ago

    London, United Kingdom hireful Full time

    AI focused SaaS technology company, looking for their first dedicated **Presales Solutions consultant.** Modern, AI software platform, focused on Information access & data discovery solutions, with a major partnership in a household name - you’ll be working with a driven sales & technical product team to be the main point of contact for any technical...

  • Salesforce Transformation Specialist

    4 days ago

    London, Greater London, United Kingdom Eames Consulting Full time

    Job OpportunityWe are seeking an experienced Salesforce Presales Consultant to join Eames Consulting's team.Company Overview:Eames Consulting is a leading technology consultancy that delivers innovative Salesforce-driven solutions to clients in the financial services and insurance sectors.Salary:$120,000 - $180,000 per annumJob Description:As a Salesforce...

  • Salesforce Enterprise Solutions Consultant

    2 weeks ago

    London, Greater London, United Kingdom Salesforce, Inc. Full time

    As a Salesforce CRM Solution Architect at Salesforce, Inc., you will be serving as a strategic advisor and Salesforce product and platform guide to the company's largest, most sophisticated enterprise customers.Your ImpactWe are looking for a talented individual who can work collaboratively with clients and colleagues to deliver customer return on...

  • Salesforce Solutions Architect for Financial Services

    1 week ago

    London, Greater London, United Kingdom Eames Consulting Group Ltd Full time

    Eames Consulting Group Ltd is seeking a skilled Salesforce PreSales Consultant to join their team on a permanent basis. The ideal candidate will have extensive experience in presales, solution architecture, or solution design within an insurance business or similar environment.Key ResponsibilitiesLead discovery conversations with clients to identify business...

  • Specialist Service Cloud Se

    6 months ago

    London, United Kingdom Salesforce Full time

    Job Category Sales Job Details **About Salesforce** We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance...

  • Salesforce Transformation Expert

    1 week ago

    London, Greater London, United Kingdom Eames Consulting Full time

    At Eames Consulting, we are seeking an experienced Salesforce Presales Consultant to join our team of experts in delivering Salesforce-driven transformation to clients within the financial services and insurance sectors.This is a permanent opportunity for a seasoned professional with a background in solution architecture or solution design, who can...

  • Salesforce Success Expert

    4 days ago

    London, Greater London, United Kingdom SalesForce Full time

    About the RoleEstimated Salary: $120,000 - $180,000 per yearWe are seeking a highly experienced Customer Success Manager to join our team at Salesforce. As a key member of our customer success organization, you will be responsible for driving business value and accelerating customer adoption of our platform.Your primary focus will be on building strong...

  • Presales Consultant

    5 months ago

    London, United Kingdom SymphonyAI Full time

    Introduction: **JOIN US! We are seeking a highly skilled and motivated Presales Consultant to join our dynamic team!** You will play a crucial role in driving the technical aspect of our sales process. Your primary focus will be on understanding the technical requirements of potential clients, showcasing the capabilities of our solutions, and ensuring a...

  • AWS Presales Consultant

    2 weeks ago

    London, United Kingdom X4 Technology Full time

    Job Description New permanent opportunity for an AWS Presales Consultant to join a leading AWS Partner in the UK. Please note: This position is hybrid and requires candidates that can visit customer sites in London AWS Presales Consultant Responsibilities Requirements gathering and presales Strategic consultation and idea generation with customers...

  • AWS Presales Consultant

    4 weeks ago

    London, United Kingdom X4 Technology Full time

    New permanent opportunity for an AWS Presales Consultant to join a leading AWS Partner in the UK.Please note: This position is hybrid and requires candidates that can visit customer sites in LondonAWS Presales Consultant ResponsibilitiesRequirements gathering and presalesStrategic consultation and idea generation with customersConduct presentations,...

  • AWS Presales Consultant

    4 weeks ago

    London, United Kingdom X4 Technology Full time

    New permanent opportunity for an AWS Presales Consultant to join a leading AWS Partner in the UK.Please note: This position is hybrid and requires candidates that can visit customer sites in LondonAWS Presales Consultant ResponsibilitiesRequirements gathering and presalesStrategic consultation and idea generation with customersConduct presentations,...

  • Security Presales Consultant

    4 weeks ago

    london, United Kingdom Barclay Simpson Full time

    On behalf of a global security leader, we’re looking for a skilled Security Presales Consultant to join their advisory and delivery team. This role is ideal for security professionals who excel in presales and client engagements, with the ability to shape transformation journeys and bring tailored security solutions to life. About the Role: As a Security...

  • Security Presales Consultant

    4 weeks ago

    London, United Kingdom Barclay Simpson Full time

    On behalf of a global security leader, we’re looking for a skilled Security Presales Consultant to join their advisory and delivery team. This role is ideal for security professionals who excel in presales and client engagements, with the ability to shape transformation journeys and bring tailored security solutions to life.About the Role: As a Security...

  • Security Presales Consultant

    4 weeks ago

    London, United Kingdom Barclay Simpson Full time

    On behalf of a global security leader, we’re looking for a skilled Security Presales Consultant to join their advisory and delivery team. This role is ideal for security professionals who excel in presales and client engagements, with the ability to shape transformation journeys and bring tailored security solutions to life.About the Role: As a Security...

  • Security Presales Consultant

    4 weeks ago

    London,, UK, United Kingdom Barclay Simpson Full time

    On behalf of a global security leader, we’re looking for a skilled Security Presales Consultant to join their advisory and delivery team. This role is ideal for security professionals who excel in presales and client engagements, with the ability to shape transformation journeys and bring tailored security solutions to life.About the Role: As a Security...