The Role
Supports Salesforce sales pursuits in the insurance domain by leading discovery, solution architecture, client workshops, demos, proposals, estimates, RFP responses, and executive presentations. Designs solutions using Salesforce clouds, Data Cloud, AI, and automation for policy, claims, distribution, and customer engagement processes. Develops accelerators, demos, sales collateral, thought leadership, and industry use cases while collaborating with delivery teams to ensure feasibility.
Summary Generated by Built In
This is a remote position.
Overview :
We are looking for an experienced Salesforce Pre-Sales Subject Matter Expert (SME) with strong expertise in the Insurance domain to support solutioning, client engagements, and business development initiatives. The role involves working closely with sales, delivery, and client stakeholders to design compelling Salesforce-based solutions, particularly across Insurance processes such as policy lifecycle, claims, distribution, and customer engagement. The ideal candidate will combine deep Salesforce platform knowledge with industry expertise and strong consultative skills.
· Partner with sales teams to support Salesforce opportunity pursuits in the Insurance domain.
· Lead solution discovery discussions to understand client business challenges and transformation goals.
· Define end-to-end Salesforce solution architectures leveraging Sales Cloud, Service Cloud, Financial Services Cloud, Experience Cloud, Data Cloud, and AI capabilities.
· Prepare solution proposals, effort estimates, and high-level architecture diagrams.
· Respond to RFPs/RFIs/RFQs with solution approaches, differentiators, and value propositions.
· Provide domain-driven solutioning across Insurance processes such as:
· Agency onboarding and distribution management
· Quote-to-bind and policy lifecycle management
· Claims and FNOL processes
· Broker and agent portals
· Recommend industry best practices and Salesforce Industry Cloud capabilities.
· Agency onboarding and distribution management
· Quote-to-bind and policy lifecycle management
· Claims and FNOL processes
· Broker and agent portals
· Recommend industry best practices and Salesforce Industry Cloud capabilities.
· Conduct client workshops, solution demos, and executive presentations.
· Create compelling storytelling around digital transformation using Salesforce and AI.
· Act as a trusted advisor to business and technology stakeholders.
· Create compelling storytelling around digital transformation using Salesforce and AI.
· Act as a trusted advisor to business and technology stakeholders.
· Develop reusable solution accelerators, demo environments, and industry-specific use cases.
· Create sales collaterals including capability decks, solution brochures, case studies, and POV documents.
· Support marketing initiatives such as webinars, thought leadership content, and industry events.
· Stay current with Salesforce innovations including AI (Agentforce, Einstein, GenAI), Data Cloud, and Industry Clouds.
· Identify opportunities to leverage AI and automation to differentiate solutions.
· Collaborate with delivery teams to ensure solution feasibility and alignment with best practices.
· Create sales collaterals including capability decks, solution brochures, case studies, and POV documents.
· Support marketing initiatives such as webinars, thought leadership content, and industry events.
· Stay current with Salesforce innovations including AI (Agentforce, Einstein, GenAI), Data Cloud, and Industry Clouds.
· Identify opportunities to leverage AI and automation to differentiate solutions.
· Collaborate with delivery teams to ensure solution feasibility and alignment with best practices.
· 8–12 years of IT experience with 5+ years in Salesforce solutioning or pre-sales roles.
· Strong knowledge of Salesforce platform (Sales, Service, Experience Cloud, FSC/Insurance Cloud preferred).
· Experience in Insurance domain (Life, P&C, Brokers, MGA, or Carriers).
· Strong understanding of enterprise integration patterns and Salesforce architecture.
· Experience in solution estimation and proposal development.
· Excellent communication, presentation, and stakeholder management skills.
· Strong knowledge of Salesforce platform (Sales, Service, Experience Cloud, FSC/Insurance Cloud preferred).
· Experience in Insurance domain (Life, P&C, Brokers, MGA, or Carriers).
· Strong understanding of enterprise integration patterns and Salesforce architecture.
· Experience in solution estimation and proposal development.
· Excellent communication, presentation, and stakeholder management skills.
· Salesforce certifications (e.g., Application Architect, System Architect, FSC, AI certifications).
· Experience with OmniStudio, Data Cloud, or AI solutions.
· Experience supporting large digital transformation deals.
· Exposure to consulting or SI environments.
· Experience with OmniStudio, Data Cloud, or AI solutions.
· Experience supporting large digital transformation deals.
· Exposure to consulting or SI environments.
Benefits
Diversity Inclusion:
At Exavalu, we are committed to building a diverse and inclusive workforce. We welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We nurture a culture that embraces all individuals and promotes diverse perspectives, where you can make an impact and grow your career. Exavalu also promotes flexibility depending on the needs of employees, customers and the business. It might be part-time work, working outside normal 9-5 business hours or working remotely.. We also have a welcome back program to help people get back to mainstream after a long break due to health or family reasons.
Skills Required
- 8-12 years of IT experience
- 5+ years in Salesforce solutioning or presales roles
- Strong knowledge of the Salesforce platform, including Sales Cloud, Service Cloud, and Experience Cloud
- Financial Services Cloud or Insurance Cloud experience
- Insurance domain experience across Life, Property and Casualty, brokers, MGAs, or carriers
- Strong understanding of enterprise integration patterns and Salesforce architecture
- Experience with solution estimation and proposal development
- Excellent communication, presentation, and stakeholder management skills
- Salesforce certifications such as Application Architect, System Architect, FSC, or AI certifications
- Experience with OmniStudio, Data Cloud, or AI solutions
- Experience supporting large digital transformation deals
- Exposure to consulting or system integrator environments
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The Company
What We Do
Exavalu leads the way in business and technology consulting and solution delivery, focusing on specialized digital transformation across the Insurance, Healthcare & Life Sciences, and Nonprofit industries. As an award-winning digital transformation advisor, we take pride in delivering leading-edge solutions to clients worldwide. Led by industry veterans and technology experts, we bring our deep understanding in customer experience, process automation, digital engineering, cloud, data and AI with a very strong industry core foundation. Drawing on our industry insights and technological acumen, we enable clients to drives growth, profitability, and cost optimization. We mitigate risks and elevate customer experience through our comprehensive suite of services, including strategic advisory, expert-led technology [build and maintenance], and best-in-class products and solutions. Our unwavering focus on understanding the industry's hard problems and finding the right solution has garnered recognition as the preferred ally for organizations seeking transformative growth.
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