Pre-sales Engineer (Salesforce & Technical Solutions) at SHARE Equity – Saratoga, California

Type: Part - Time, 3 Month Contract with possibility of extension
Compensation: $75/h at 10 hours/week

Role Overview:

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

Key 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
  

Required Experience

• 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
  

Technical Skills

• 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 Have

• 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
  

What Success Looks Like

• Accurate, technically sound Salesforce solutioning during sales cycles
• Clear, complete requirements with minimal post-sale rework
• Improved trust between Sales, Product, and Engineering
• Faster, smoother onboarding and implementation outcomes