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Salesforce Presales Solution Consultant

Tampa, FL 2 days ago

Job Description

About Convene Inc.

Convene, Inc. is a Tampa based, award-winning technology services organization with offices and resources throughout the US, Mexico, and India. We have successful, referenceable customers, competitive benefits, and high-growth opportunities.


The Role

This is not a demo-only role.

You'll sit at the intersection of sales, delivery, and strategy—owning how Salesforce solutions are shaped, positioned, and scoped during the sales cycle.

You'll partner closely with sales and delivery teams to lead discovery, design solutions, and build trust with clients—ensuring we win work that we can deliver successfully.


What You'll Do

  • Lead discovery sessions to understand client needs, challenges, and goals
  • Design scalable Salesforce solutions across Sales, Service, and/or Experience Cloud
  • Translate business requirements into clear solution approaches and architectures
  • Support deal strategy, scoping, and solution positioning alongside sales
  • Deliver tailored demos, workshops, and solution walkthroughs
  • Ensure alignment between presales commitments and delivery capabilities
  • Contribute to reusable assets, playbooks, and solution frameworks


What We're Looking For

  • 5+ years of Salesforce experience in consulting, solutioning, or presales
  • Strong knowledge of Salesforce platform capabilities and architecture
  • Experience designing end-to-end solutions (not just features)
  • Ability to lead discovery and communicate effectively with both business and technical stakeholders
  • Strong storytelling and presentation skills
  • Experience working in a Salesforce partner or consulting environment
  • Salesforce certifications (Admin, Platform App Builder, Sales/Service Cloud Consultant, etc.)
  • Multi-cloud implementation experience
  • Familiarity with integrations and enterprise architecture
  • Experience working with nearshore or distributed delivery teams


Why Convene

  • High-impact role shaping a growing Salesforce practice
  • Direct collaboration with leadership—no siloed presales structure
  • Focus on quality deals and real outcomes, not volume selling
  • Flexible, fast-moving environment with room to build and influence


What Success Looks Like

  • Clear, realistic scopes aligned with delivery
  • Increased client trust early in the sales cycle
  • Scalable, repeatable solution patterns
  • Proposal win rate
  • Salesforce consulting revenue growth
  • Client confidence in pre-sales phase
  • Contribution to pipeline expansion

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