Solution Engineer

Overview

Solution Engineers (Pre-Sales Engineers) at Senior and Principal levels act as trusted advisors and subject matter experts in the pre-sales process, working with Sales and Delivery teams to uncover customer needs, design solutions, develop estimates, and craft proposals and contracts for Salesforce engagements.

What you'll do

• Provide technical expertise and support for multi-cloud deals, including data migration, integrations, and complex use cases.
• Partner with Sales to uncover customer needs, lead discovery sessions, capture requirements, and deliver tailored demonstrations or Proofs of Concept (POCs).
• Own the solution design process, leveraging subject matter experts and competency/cloud product leads.
• Craft effective proposals and respond to RFIs/RFPs with business-relevant solutions.
• Develop detailed estimates and Rough Order of Magnitude (ROM) documents with clear assumptions, and ensure alignment between solution design and delivery handoff.
• Tailor proposals and refine sales messaging to address key deal-closing criteria, and present solutions in collaboration with Sales Directors.
• Keep customer needs and goals central to all solutioning efforts, acting as a trusted advisor.
• Present complex technical solutions clearly to both technical and non-technical stakeholders, from System Administrators to C-suite executives.
• Collaborate with Salesforce Partner and Solution Engineers on POCs and RFP responses for solution approach and partner packs.
• Develop and refine pre-sales processes and standards in alignment with the Pre-Sales CoE.
• Collaborate with Project Management (PM), Business Analysis (BA), and Solution Architecture CoEs to incorporate best practices into pre-sales activities.
• Identify and implement process improvements to enhance efficiency and consistency.
• Stay current with new Salesforce platform features, Salesforce-adjacent technologies (Sales, Service, Marketing Automation, Data, AI), and best practices.
• Engage in training and certifications to deepen expertise and support innovation goals.
• Principal Level: Lead and mentor pre-sales engineers within the practice, focusing on career development and coaching.
• Principal Level: Drive continuous improvement initiatives across the Salesforce practice portfolio.
• Principal Level: Actively collaborate with Sales and Delivery leadership to optimize pre-sales strategies.
• Senior Level: Support and mentor junior team members to foster growth and expertise.
• Senior Level: Take ownership of key initiatives that improve pre-sales processes and team effectiveness.

What you'll need

• Principal Level: 2-4 years in pre-sales roles, with demonstrated leadership in managing pre-sales teams.
• Principal Level: 2-4 years of prior delivery experience on the Salesforce platform.
• Principal Level: Broad exposure to Salesforce implementations, complex solutioning, and estimation.
• Principal Level: At least five Salesforce certifications, including Admin, Consulting, and Architect-level credentials.
• Senior Level: 1-2 years in pre-sales roles, with experience mentoring team members.
• Senior Level: 2-4 years of prior delivery experience on the Salesforce platform.
• Senior Level: Strong knowledge of Salesforce implementations, with accountability for solution design and estimation.
• Senior Level: At least five Salesforce certifications, including Admin, Consulting, and Architect-level credentials.
• Strong technical aptitude and ability to learn new technologies quickly.
• Excellent verbal and written communication skills.
• Team-oriented mindset with a willingness to collaborate across onshore, nearshore, and offshore teams.
• Customer-first attitude with a passion for solving problems and delivering value.

Details

• Location: Remote, US.
• Levels offered: Senior and Principal.