Senior Director, Services Sales Solutions
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Job Description
Lead pre-sales consulting efforts for Salesforce's AI CRM solutions with a focus on customer success and implementation strategies. Partner with executive-level customers to define and deliver transformative solutions.
Responsibilities:
- Contribute to high client satisfaction by ensuring the solutions you shape are set up for delivery success
- Ensure business value is defined and realized by translating executive-level customer objectives into clear, executable implementation plans
- Partner closely with Account Partners to structure the deal’s financial strategy and implementation roadmap
- Act as a trusted advisor to executive-level customers
- Prescriptively shape large, complex, and transformational engagements
- Define and manage the end-to-end engagement scoping process
- Lead the high-level functional solutioning and scope definition
- Own the creation of the final Statement of Work
- Develop detailed, accurate project estimates, staffing plans, and resource mixes
- Proactively identify, assess, and mitigate engagement risks during the pre-sales cycle
- Manage a seamless transition from the pre-sales phase to the delivery team
- Serve as a multiplier, mentoring others and amplifying the team's knowledge
Requirements:
- 15+ years’ experience delivering enterprise-level consulting services
- 7+ years focused on the Salesforce platform
- Financial services industry experience preferred
- 7+ years of deep enterprise-level project or program experience (SaaS preferred)
- Demonstrable experience leading the end-to-end discovery, solutioning, estimating, and SOW-creation process for multi-cloud, transformational programs
- Active involvement in supporting the sale of professional services
- Experience leading strategic scoping, proposal development, RFP responses, and executive-level presentations
- Deep demonstrated technical and/or functional proficiency in the Salesforce platform and its solutions
- Salesforce Platform Administrator, Salesforce Sales Cloud Consultant, Agentforce Specialist, and Salesforce Service Cloud certifications are strongly preferred
- Extremely strong written and verbal communication skills
- Ability to influence a group audience, facilitate complex solutioning workshops, and lead executive-level discussions regarding roadmap and scope
- Excellent analytical, problem-solving, and conflict-resolution skills
Benefits:
- time off programs
- medical
- dental
- vision
- mental health support
- paid parental leave
- life and disability insurance
- 401(k)
- employee stock purchasing program
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