This is a remote position.
Overview :We are seeking an experienced Salesforce Solutions Leader to join our growing Salesforce practice across the US and Canada. In this client-facing role, you will collaborate with sales and account teams to define Salesforce transformation strategies, lead discovery workshops, architect enterprise solutions, and support strategic pursuits, RFPs, and client presentations. You will serve as a trusted advisor to enterprise customers while developing solution proposals, effort estimates, statements of work (SOWs), business cases, and executive presentations.
- Partner with sales and account teams to drive Salesforce solutioning and pre-sales engagements.
- Lead client discovery sessions and define transformation roadmaps.
- Design scalable Salesforce solutions aligned with business objectives.
- Support RFPs, proposals, solution demonstrations, and executive presentations.
- Develop effort estimates, SOWs, and business cases.
- Act as a trusted advisor throughout the sales lifecycle and solution delivery.
RequirementsRequired Skills & Qualifications
- 12+ years of experience within the Salesforce ecosystem.
- Proven experience supporting enterprise Salesforce opportunities from qualification through proposal and presentation stages.
- Strong expertise in Sales Cloud, Service Cloud, Experience Cloud, Financial Services Cloud (FSC), Data Cloud, and Salesforce AI.
- Experience working with clients in the Insurance and/or Financial Services industry.
- Excellent communication, stakeholder management, and presentation skills.
- Strong solution architecture and consulting experience.
- Hands-on exposure to Agentforce, Data 360, Customer 360, and Digital Insurance solutions.
- Salesforce certifications (Application Architect, System Architect, or related certifications) are a plus.
- Experience leading large-scale Salesforce transformation initiatives.
- Familiarity with Agile delivery methodologies and enterprise solution architecture.
Benefits
Skills Required
- 12+ years of experience within the Salesforce ecosystem
- Experience supporting enterprise Salesforce opportunities from qualification through proposal and presentation stages
- Expertise in Sales Cloud, Service Cloud, Experience Cloud, Financial Services Cloud, Data Cloud, and Salesforce AI
- Experience working with clients in the insurance and/or financial services industry
- Excellent communication, stakeholder management, and presentation skills
- Strong solution architecture and consulting experience
- Hands-on exposure to Agentforce, Data 360, Customer 360, and Digital Insurance solutions
- Salesforce certifications such as Application Architect or System Architect
- Experience leading large-scale Salesforce transformation initiatives
- Familiarity with Agile delivery methodologies and enterprise solution architecture
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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