Key Responsibilities

The Senior Pre-Sales Consultant is expected to lead large-scale/complex project(s), executing the following responsibilities:

Client, Sales & RFx Engagement

- Lead the analysis of RFI/RFP/Tender documents to understand customer pain points, objectives, technical landscape, and constraints.
- Summarize bid details: agency background, contract duration, contract value, scope of work, user journeys, and design-critical considerations.
- Participate in internal stakeholder/client meetings, discovery/business domain understanding workshops, requirement-gathering sessions, and existing client portal research.
- Collaborate with internal Sales (including Salesforce PSS) and Delivery teams to align solution direction and ensure feasibility.
- Support creation of Functional & Technical Requirement Traceability Matrices.

Solution Design & Architecture (Platform-Agnostic)

- Architect multi-cloud, hybrid, and on-premise solutions that meet functional, technical, security, and compliance requirements.
- Recommend best-fit technology stacks—Salesforce or otherwise—based purely on customer needs and evaluation criteria.
- Create high-level and detailed technical architecture diagrams, data flow models, and integration patterns.
- Translate requirements into epics, modules, feature lists, and high-level solution blueprints.
- Apply up-to-date architectural principles including microservices, API-led integration, event-driven frameworks, serverless, containerization, and cloud-native patterns.

Technical Expertise & Ecosystem Knowledge

Salesforce Ecosystem

- Core technologies: Apex, Visualforce, Lightning (Aura/LWC), SOQL/SOSL, Salesforce APIs.
- Clouds: Sales Cloud, Service Cloud, Experience Cloud, CPQ, Marketing Cloud, Data Cloud, Einstein.
- Integration: MuleSoft (API-led connectivity), Dell Boomi, Informatica, Jitterbit, and other middleware platforms.
- DevOps & CI/CD: Copado, Gearset, Bitbucket, Jenkins, GitHub Actions.
- Security & Governance: OAuth, SSO, Profiles/Permissions, Event Monitoring.




- Salesforce PSS engagement for deep technical validation and alignment with product roadmap.

Third-Party Integrations

- Document Generation: Adobe DocGen, Conga, DocuSign Gen, Nintex.
- E-Signature: DocuSign, Adobe Sign, Zoho Sign.
- Storage & Content: SharePoint, Google Drive, AWS S3, OneDrive, Box.
- SMS & Communication: AWS End User Messaging, Twilio, WhatsApp APIs, Netcore.
- Monitoring & Logging: Splunk, Datadog, ELK.
- Analytics & BI: Tableau, Power BI, CRM Analytics.

Cloud & Application Stack

- AWS, Azure, GCP (optional) cloud services.
- Databases: SQL, NoSQL.
- Programming: Java, Python, Node.js (advantage).
- Containerization: Docker, Kubernetes.
- AI/ML model usage and LLM-based solutioning.

Estimation, Planning & Financial Modelling

- Prepare accurate estimates for functional work, integrations, data migration, and system complexity.
- Develop implementation timelines, resource/staffing plans, and project roadmaps.
- Create margin analysis, cost breakdowns, and pricing models.
- Collaborate with Sales and Delivery leadership for approvals and validation.

Technical Proposal & Documentation

- Draft and refine technical sections for RFIs, RFPs, proposals, and solution decks.
- Convert customer requirements into compelling technical narratives and business value propositions.
- Document design assumptions, architectural decisions, and solution trade-offs.
- Ensure solutions meet scalability, security, compliance, and performance standards.

What You Will Bring

- 5–8 years of experience in Pre-Sales, Solution Design, or Architecture roles.
- Strong multi-cloud and Salesforce experience, including deep hands-on understanding of integrations and ecosystem tools.
- Ability to convert requirements into modular solution components and architectural blueprints.
- Excellent communication skills with the ability to simplify complex technical concepts for business stakeholders.
- Solid analytical and problem-solving skills.
- Experience with technical writing, prompt engineering, and AI-assisted solutioning.
- Proven experience participating in large-scale RFx processes and collaborating with cross-functional teams.

📌 Senior Presales Consultant (Hyderabad)
🏢 MTX IT Consulting
📍 Hyderabad