As a Salesforce Solution Engineer, you will provide pre-sales presentations, design solutions based on client needs, and lead strategic initiatives within the sales and services team.
Are you equal parts data driven and relationship driven with a good sense of humor and an altruistic streak? You might be an Idealist!
At Idealist Consulting, we are innovators and problem-solvers committed to global progressive action. We help organizations grow through Salesforce implementation, marketing automation, and custom application development. Idealist Consulting has been B Corp Certified since 2008.
As a Salesforce Solution Engineer, your key contributions will be: delivering impactful pre-sales presentations and deal strategy coaching; expertly translating client needs into tailored Idealist Consulting Services; leading solution and services design and package development; and providing critical thought leadership and strategic influence across Sales and Services.
How You’ll Contribute:
- Pre-Sales Presentations & Deal Strategy Coaching
- Develop and deliver compelling, customized presentations and demonstrations of Idealist Consulting's proposed Salesforce solutions and as needed throughout the deal cycle
- Act as a strategic advisor to the Sales team, providing expert coaching on solution positioning, technical objection handling, and overall sales strategy related to proposed solutions
- Contribute to RFPs and assessments as needed
- Collaborate with Sales leadership to refine our sales approach, identify key differentiators, and develop effective messaging around our solution capabilities
- Provide technical guidance and support during the proposal development process, ensuring accurate scoping and realistic timelines
- Translating Client Needs into Idealist Consulting Services
- Lead sales discovery and scope estimate design sessions with prospective clients to understand their business objectives, challenges, and technical landscapes
- Translate complex client requirements into high level estimates and statements of work that align with Idealist Consulting's service offerings and delivery methodologies
- Serve as the crucial bridge between client needs and our service delivery capabilities, ensuring alignment
- Solution, Services Design & Package Development
- Architect innovative and scalable Salesforce solutions that address client needs while leveraging the full potential of the platform and complementary technologies
- Collaborate with Service Delivery leadership to design and package our core service offerings, ensuring they are market-relevant, clearly defined, and effectively communicated
- Contribute to the development of standardized solution blueprints, accelerators, and methodologies to enhance efficiency and consistency in our service delivery
- Identify opportunities to create new service offerings or refine existing ones based on market trends and client demand
- Thought leadership and strategic influence
- Stay up to date on Salesforce for Nonprofits road maps and products
- Contribute to the development of internal knowledge resources and training materials to elevate the technical expertise of both the Sales and Services teams
- Participate in strategic planning sessions with Sales and Services leadership, providing insights and recommendations based on client engagements and market analysis
- Collaborate with Marketing on the creation of compelling content (e.g., case studies, white papers, webinars) that showcases our solution expertise
- Foster strong relationships with key stakeholders across Sales, Services, and leadership teams
What You Bring to the Table:
- Baseline Expectation:
- Excellent client-facing written and oral communications skills
- Minimum 5 years experience participating in pre-sales engagement as an SE or similar
- Experience building scope of work and high-level estimates for time and materials services
- Minimum 3 years Salesforce certified Nonprofit Cloud Consultant with additional certification in Experience Cloud, Sales Cloud, or Platform Development preferred
- Solid understanding of user centered design, UI/UX, and design thinking
- Experience using story mapping methodology to capture business requirements
- Minimum 3 years experience utilizing Agile and Waterfall project management methodology
- Desire to learn new things and take on challenges
- Subject Matter Expertise in Nonprofit Solutioning
- Experience working with cross functional teams
- Experience in a leadership, management, or mentorship capacity
- Extra Credit:
- 5 years+ in Salesforce consulting, or service delivery role
- Deep ties in the Salesforce for Nonprofits ecosystem
What You Can Expect:
- Equitable total compensation package with base salary commensurate with experience plus performance bonuses
- Standardized growth targets at 90 days, 1 year, and beyond
- Humane, no-overtime work weeks and a Hybrid Work Policy with remote options and flexible workday scheduling
- Healthcare benefit package options that meet the diversity of our team’s needs with FSA contribution match
- Generous Paid Time Off and Family Leave policies
- Paid Volunteer Time to encourage civic engagement and community involvement
- 401k employer match and short-term leave available with tenure
A Little More About Us:
- Idealist Consulting was founded in 2006 to help nonprofits and progressive organizations grow mission impact through technology. We’re committed to delivering innovative technical solutions to empower organizations working on some of the world's most important causes.
Idealist Consulting is an equal opportunity employer. Idealist Consulting does not discriminate against individuals on the basis of race, color, gender, sexual orientation, gender identity, religion, disability, age, genetic information, veteran status, ancestry, or national or ethnic origin in the administration of its consulting and employment policies. We have a majority female leadership team and believe in the B Corp Declaration of Interdependence which states that businesses should aspire to do no harm and benefit all. Read our Commitment to Diversity, Equity, and Inclusion on our Ethics page.
Top Skills
Agile
Salesforce
Waterfall
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