Salesforce

Services Sales Solutions Director

Salesforce • $171K — $273K *
US-AnywhereRemote in Chicago, IL
Business Services
8 - 10 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 10+ years of experience in enterprise-level consulting services, 7+ years focused on the Salesforce platform, preferably in financial services.
  • 7+ years of project leadership experience in enterprise-level projects (SaaS preferred) to inform scoping and estimation.
  • Demonstrated experience leading pre-sales activities including solution design and development of Statements of Work for complex programs.
  • Experience collaborating closely with sales teams, leading proposal development, and presenting to C-level executives.
  • Proficiency in Salesforce platform and solutions, with preferred experience in Financial Services Cloud.

Responsibilities

  • Lead pre-sales discovery processes with Account Partners to define customer outcomes and craft high-level solution designs.
  • Develop detailed implementation proposals and Statements of Work, including accurate estimates, timelines, and staffing plans.
  • Partner with various stakeholders to align on business challenges and desired outcomes during pre-sales workshops.
  • Ensure a smooth transition to the delivery team by communicating project details, scope, and commitments.
  • Act as a trusted advisor to clients, articulating transformation plans and timelines to executive-level customers.

Benefits

  • Opportunities for professional growth and career advancement.
  • Access to continuous learning and development resources.
  • Collaborative work environment with a focus on teamwork and innovation.
Full Job Description
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category
Customer Success

Job Details

Job Description

Services Sales Solutions Leads are critical to setting customers up for success by prescriptively shaping engagements of all sizes, including large, transformational programs. Partnering with an Account Partner, you will lead the pre-sales discovery process, defining customer outcomes and translating them into a viable high-level solution design. Your primary responsibility is developing and articulating comprehensive implementation proposals and Statements of Work (SOWs), including detailed estimates, timelines, and staffing plans. You will apply proven methodologies and orchestrate subject matter experts to validate the solution's viability. After the sale, you will ensure a clean transition to the delivery team, ensuring all project details, scope, and commitments are clearly understood to enable rapid mobilization.

Your Impact
  • Contribute to high client satisfaction by ensuring the solutions you shape are set up for delivery success and align tightly with customer objectives.
  • 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, and then co-presenting the value and strategic outcomes directly to the client.
  • Act as a trusted advisor to executive-level customers, developing narratives that articulate the execution plan and timeline of the transformation program.
  • Prescriptively shape large, complex, and transformational engagements, moving beyond stated requirements to recommend the right path for customer success.
  • Uncover and articulate future opportunities to drive sustained customer value and Salesforce expansion.
  • Partner with Services Sales Solution Architects, Business Strategists and other relevant roles, as necessary, on comprehensive pre-sales discovery workshops, engaging functional stakeholders to understand the complete business challenge and desired outcomes.
  • Define and manage the end-to-end engagement scoping process, establishing clear boundaries, assumptions, and success criteria.
  • Lead the high-level functional solutioning and scope definition, ensuring the proposed approach is viable and aligns with Salesforce best practices.
  • Harmonize diverse perspectives-from Customer Business/IT to Sales, Legal, and Revenue Recognition-to synthesize competing interests into a cohesive solution that aligns with commercial targets and delivery excellence.
  • Own the creation of the final Statement of Work, defining precise deliverables, scope, and implementation terms and conditions in partnership with Legal and Revenue Recognition teams for a clean hand-off.
  • Develop detailed, accurate project estimates, staffing plans, and resource mixes, ensuring the engagement is properly structured for success.
  • Proactively identify, assess, and mitigate engagement risks during the pre-sales cycle, leading Risk assignments to protect both the customer and Salesforce.
  • Manage a seamless transition from the pre-sales phase to the delivery team, ensuring all project details, scope, and commitments are clearly understood.
  • Serve as a multiplier, mentoring others and amplifying the team's knowledge by sharing best practices in solutioning, scoping, and engagement shaping.


Required Qualifications
  • Minimum Experience: 10+ years' experience delivering enterprise-level consulting services, with 7+ years focused on the Salesforce platform. Financial services industry (Banking, Insurance, Wealth) experience preferred.
  • Project Leadership: 7+ years of deep enterprise-level project or program experience (SaaS preferred), utilized to inform accurate scoping and estimation.
  • Pre-Sales Leadership: Demonstrable experience leading the end-to-end discovery, solutioning, estimating, and SOW-creation process for multi-cloud, transformational programs.
  • Sales Collaboration: Active involvement in supporting the sale of professional services, including leading proposal development and presenting to C-level executives.
  • Go-to-Market Support: Experience leading strategic scoping, proposal development, RFP responses, and executive-level presentations.
  • Platform Expertise: Deep demonstrated technical and/or functional proficiency in the Salesforce platform and its solutions. Financial Services Cloud experience preferred.
  • Ideal Certifications: Salesforce Platform Administrator, Salesforce Sales Cloud Consultant, Agentforce Specialist, and Salesforce Service Cloud certifications are strongly preferred.
  • Executive Presence: Extremely strong written and verbal communication skills, with a proven ability to build advisory relationships and establish credibility with executives.
  • Facilitation Skills: Demonstrated ability to influence a group audience, facilitate complex solutioning workshops, and lead executive-level discussions regarding roadmap and scope.
  • Analytical Skills: Excellent analytical, problem-solving, and conflict-resolution skills; adept at mediating conflict and fostering healthy dialogue during negotiation.
  • Business Acumen: A delivery-informed mindset with a deep understanding of cloud-based technologies and the ability to translate ambiguous business requirements into tangible, scoped solutions.
  • Commercial Acumen: Proficiency in deal architecture and pricing levers; demonstrated ability to manage discounting and lead commercial negotiations to maximize deal profitability.
  • Leadership: Proven ability to lead and mentor cross-functional teams and individuals, exercising discretion and latitude in reaching critical goals.
  • Logistics: Ability to travel will be required and varies based on client needs.
  • Education: Degree or equivalent relevant experience required (e.g., military experience, volunteer roles, work experience, etc.). Advanced degree (Master's in related field or MBA), preferred.

About Salesforce

ExactTarget is a provider of on-demand email marketing software solutions. Their suite of on-demand one-to-one marketing applications enables clients to send business-critical and event-triggered communications to increase sales, optimize marketing investments, and strengthen customer relationships. They offer four editions of their on-demand software application along with integrated solutions such as ExactTarget for AppExchange and ExactTarget for [Microsoft](/organization/Microsoft) Dynamics CRM.

Salesforce Careers

Joining Salesforce means becoming part of a dynamic, global team of professionals who are deeply committed to driving customer success and innovation. As the world's leading Customer Relationship Management (CRM) platform, Salesforce offers unparalleled job opportunities in technology and consulting, making it an ideal place for ambitious individuals looking to make a significant impact.

Work You'll Do

At Salesforce, every position is a chance to leverage your skills and creativity to transform businesses and industries. Our diverse team of experts collaborates to deliver cutting-edge solutions that foster growth and enhance leadership capabilities. By joining our team, you'll be at the forefront of digital innovation, using Salesforce's powerful platform to help clients navigate their transformation journeys.

Innovate and Lead

Salesforce is not just a company; it's a community where you can lead with your ideas and see them come to life. Our culture of innovation encourages you to challenge the status quo and push the boundaries of what's possible. With Salesforce, you'll work alongside leaders in technology and business who are committed to your growth and professional development.

Career Growth and Opportunities

Whether you're looking for an internship, a full-time position, or leadership roles, Salesforce provides a wealth of opportunities to advance your career. Our commitment to professional growth is reflected in our robust training programs, including leadership development and diversity training, designed to help you excel at every stage of your career.

Be Part of a Great Team

Salesforce prides itself on a culture that values diversity, teamwork, and open communication. We believe that our strength lies in our people, and we're committed to creating an environment where everyone can thrive. Joining our team means being part of a supportive community that encourages networking and collaboration.

Benefits and Culture

At Salesforce, we understand that job satisfaction extends beyond the office. That's why we offer competitive benefits to support the health, well-being, and financial security of our employees and their families. From health insurance and retirement plans to wellness programs and flexible working arrangements, we provide the benefits that contribute to a better work-life balance.

Explore Job Opportunities

Ready to take the next step in your career? Explore the wide range of employment opportunities at Salesforce. From technical roles to customer engagement positions, we are continuously hiring talented individuals who are passionate about making a difference.

Stay Connected

Keep up to date with the latest at Salesforce by following our careers blog. Gain insights from the people who work here and learn how you can bring your career to the next level with Salesforce.

Apply Now

Are you ready to join a company that's leading the way in CRM technology? Search open positions that match your skills and interests on our careers page. Tailor your resume, prepare for your interview, and take the first step towards a rewarding career at Salesforce.

SEARCH SALESFORCE JOBS

Join Salesforce today and be part of a company that's shaping the future of technology, fostering a culture of innovation, and building a more equitable world.
Learn more about Salesforce
Size
73,541 employees
Market Cap
$130.4 billion
Industry
Enterprise Technology
Net Income
$4 billion
Founded
2000
5 Year Trend
+25.7%
Revenue
$21.2 billion
NASDAQ
CRM
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Salesforce

More Business Services Jobs

Find similar Services Sales Solutions Director jobs:

NationwideRemote