Job_Description":"
This is a remote position.
Overview :
We are looking for an experienced Salesforce Pre-Sales Subject Matter Expert (SME) with robust expertise in the Insurance domain to support solutioning, client engagements, and business development initiatives. The role involves working closely with sales, delivery, and client stakeholders to design compelling Salesforce-based solutions, particularly across Insurance processes such as policy lifecycle, claims, distribution, and customer engagement. The ideal candidate will combine deep Salesforce platform knowledge with industry expertise and strong consultative skills.
Key Responsibilities :
Partner with sales teams to support Salesforce opportunity pursuits in the Insurance domain.
Lead solution discovery discussions to understand client business challenges and transformation goals.
Define end-to-end Salesforce solution architectures leveraging Sales Cloud, Service Cloud, Financial Services Cloud, Experience Cloud, Data Cloud, and AI capabilities.
Prepare solution proposals, effort estimates,
and high-level architecture diagrams.
Respond to RFPs/RFIs/RFQs with solution approaches, differentiators, and value propositions.
Provide domain-driven solutioning across Insurance processes such as:
Agency onboarding and distribution management
Quote-to-bind and policy lifecycle management
Claims and FNOL processes
Broker and agent portals
Recommend industry best practices and Salesforce Industry Cloud capabilities.
Conduct client workshops, solution demos, and executive presentations.
Create compelling storytelling around digital transformation using Salesforce and AI.
Act as a trusted advisor to business and technology stakeholders.
Develop reusable solution accelerators, demo environments, and industry-specific use cases.
Create sales collaterals including capability decks, solution brochures, case studies, and POV documents.
Support marketing initiatives such as webinars, thought leadership content, and in
📌 Salesforce Pre-Sales consultant (India)
🏢 Exavalu
📍 India