Pre-sales Engineer (Salesforce & Technical Solutions)

SHARE Equity•Saratoga, CA

11d

About The Position

We are seeking a hands-on Presales Engineer with deep Salesforce platform expertise to support client-facing technical discovery, solution design, and internal alignment. This role partners closely with Sales to ensure client requirements are clearly understood, technically feasible, and translated into structured inputs for Product and Engineering. This role formalizes pre-sales by replacing ad-hoc discovery with a repeatable, Salesforce-first technical process

Requirements

5+ years in Presales, Solutions Engineering, Technical Consulting, or Salesforce implementation roles
3+ years of hands-on Salesforce experience, including:
Custom & standard objects
Record types, page layouts, and permission sets
Salesforce Flows and basic automation
Reports and dashboards
Proven experience leading technical discussions with external clients
Strong ability to translate business workflows into Salesforce architecture
Experience documenting requirements for Product and Engineering teams
Salesforce configuration and data modeling
Workflow automation (Flows; Apex familiarity a plus)
Data access, sharing, and security models
Integrations and data exchange concepts (APIs, ETL, sync tools)
Strong written documentation skills

Nice To Haves

Salesforce certifications (Admin, Platform App Builder, etc.)
Experience in healthcare, fintech, or regulated industries
Familiarity with Agile / Scrum product delivery
Experience supporting multi-org or multi-tenant Salesforce environments

Responsibilities

Lead technical discovery on sales and pre-implementation calls
Deeply understand client workflows, data models, user roles, and security needs
Ask probing questions to uncover edge cases, constraints, and non-obvious requirements
Design high-level Salesforce solutions using standard/custom objects, flows, validation rules, and permissions
Assess configuration vs. customization tradeoffs
Identify impacts to data integrity, reporting, and scalability
Translate client needs into clear functional and technical requirements
Produce presales artifacts (solution overview, assumptions, risks, open questions)
Ensure requirements are implementation-ready before handoff
Collaborate with Product to validate roadmap alignment and scope
Partner with Engineering to assess feasibility, dependencies, and effort
Align Sales, Product, and Engineering before client commitments are finalized
Own and continuously improve the Salesforce pre sales workflow
Define entry/exit criteria for pre sales ? implementation handoff
Create reusable templates, checklists, and best practices