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Salesforce Pre-Sales Consultant

Location

West Yorkshire, United Kingdom

Job Type

Permanent

Salary

£70,000 – £80,000

Reference

TD4413

Work Hours

Full Time

Flexibility

Hybrid

Description

Responsibilities

We are recruiting on behalf of our client, a Salesforce Partner, for a Salesforce Pre-Sales Consultant to join their expanding team. This is a high-impact, customer-facing role for someone who can combine deep Salesforce knowledge with strong commercial awareness, engaging storytelling, and the ability to translate complex business challenges into compelling solutions.

You will play a central role in winning and shaping new business, working alongside sales, delivery, and technical teams to design solutions that deliver real value for customers.

Why This Role Stands Out

  • Highly competitive salary

  • Hybrid working with flexibility, based around their West Yokshire office

  • Direct involvement in pre-sales, solution design, demonstrations, and strategic customer conversations

  • Opportunity to work across Sales Cloud, Service Cloud, Experience Cloud, AI, and automation

  • A collaborative environment where your expertise directly influences commercial success and customer outcomes

The Role

As a Salesforce Pre-Sales Consultant, you will support the sales cycle from first engagement through to proposal and handover. You will lead discovery workshops, understand customer requirements, design appropriate solutions, and deliver persuasive technical demonstrations and proof of concepts.

This role suits a confident consultant who is equally comfortable speaking with technical stakeholders and presenting strategic recommendations to senior executives.

Key Responsibilities

  • Lead discovery workshops and gather detailed business and technical requirements.

  • Analyse customer business processes and identify opportunities for Salesforce-led improvement.

  • Design scalable Salesforce solutions across Sales Cloud, Service Cloud, Experience Cloud, and the Salesforce Platform.

  • Prepare and deliver technical demonstrations, solution presentations, and proof of concepts (POCs).

  • Support RFP, RFI, and tender responses, as well as proposal development.

  • Present solution value, benefits, and implementation approaches to stakeholders and executive audiences.

  • Collaborate with sales teams to support value-based selling and commercial decision-making.

  • Advise on CRM architecture, API integrations, and system design considerations.

  • Stay current with Salesforce AI and automation capabilities, including how they can solve customer challenges.

  • Ensure a smooth transition from pre-sales into delivery by documenting requirements, assumptions, and solution scope.

Skills

  • Strong knowledge of Salesforce Sales Cloud, Service Cloud, Experience Cloud, and the Salesforce Platform.

  • Proven ability to design solutions and deliver compelling technical demonstrations.
  • Excellent stakeholder management and executive presentation skills.
  • Strong written communication skills for proposals, RFP/RFI responses, and solution documentation.

  • Commercial awareness and the ability to work closely with sales teams.

  • Understanding of API integrations, system architecture, and CRM design principles.

  • Knowledge of Salesforce AI and automation capabilities is highly desirable.

Experience Requirements

Experience in discovery workshops, requirements gathering, and business process analysis.

Experience creating and presenting POCs to customers.

 

Qualifications

Salesforce certifications are desirable.

Apply Here.

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