Salesforce Transformation Expert
1 month ago
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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