Salesforce Transformation Expert

1 day 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 collaborate closely with clients to shape value-driven Salesforce solutions.

Key Responsibilities:

  • Lead client discovery sessions to uncover business objectives, challenges, and technical requirements.
  • Design and present customised Salesforce solutions, focusing 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.
  • Stay current with Salesforce advancements, enabling the delivery of best-fit solutions that meet client objectives.

Required Skills & Experience:

  • Extensive experience in presales, solution architecture, or solution design within an insurance business or similar environment, with a 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


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