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Tier-1 brand plus metro location and visible pre-sales role create moderate applicant competition.
Requires Financial Services domain knowledge and Salesforce pre-sales experience, limiting cross-industry transferability.
Explicit 10+ years requirement plus Financial Services and Salesforce skill mandates increase filtering strictness.
Lead solution discovery and design sessions to craft tailored Salesforce solutions for financial services clients.
Engage with senior and C-level stakeholders to create strategic roadmaps and deliver transformational pitches demonstrating Salesforce value.
Support sales cycles through demos, RFx responses, business cases, and ROI analyses while leading cross-functional teams for solution delivery.
Degree or equivalent education required.
Minimum 10 years of experience in IT, consulting, or technology sales/implementation.
Proven experience in pre-sales or solution delivery within Financial Services domains such as Banking, Insurance, Fintech, NBFCs, or Wealth/Asset Management.
Ability to travel for client meetings and workshops as required.
Experienced with large enterprise clients and skilled at engaging senior and C-level executives.
Strong background in financial services industry metrics, customer engagement processes, and ROI justification.
Expertise in cloud computing, CRM, marketing automation technologies, and ideally Salesforce certifications (SalesCloud, ServiceCloud, Financial Services Cloud).