Salesforce Solution Engineer (Hybrid or Remote)

Summary

Traction Rec empowers nonprofit organizations to strengthen their communities through technology built on the Salesforce platform. The Solution Engineer supports pre-sales and engagement teams by designing Salesforce and Traction Rec solutions, leading customer strategies, delivering technical presentations, and guiding clients toward long-term success. The role collaborates cross-functionally with product, services, support, sales, and engagement teams.

Responsibilities

• Lead discovery sessions to uncover customer goals and challenges related to digital transformation
• Collaborate with clients to identify needs, diagnose issues, and develop tailored technical and business solutions
• Design solutions that align with client objectives, leveraging business and technical expertise
• Define technical requirements and scope for prospective clients during the sales process
• Craft and deliver high-impact demos, proofs of concept, and solution presentations showcasing Traction Rec and Salesforce capabilities
• Support the creation of RFP/RFI’s and statements of work (SOWs)
• Partner with sales, engagement teams, and cross-functional stakeholders to drive client success and scalability
• Act as a trusted advisor to clients, guiding their adoption and growth on our platform
• Serve as a subject matter expert for presales, professional services, and system migration projects
• Enhance presales processes by simplifying, standardizing, and improving accuracy and scalability
• Collaborate with team members to solve complex challenges and drive innovation
• Engage with stakeholders at all levels, including C-suite executives, to articulate solution benefits
• Travel to clients and events, as required (Must be able to travel in Canada and US, without restriction)

Skills

• 3+ years of experience creating solutions on the Salesforce.com platform
• Strong business acumen combined with an understanding of client operational software, business applications and SaaS solutions
• Experience partnering with stakeholders to match business requirements to technology solutions
• Experience teaching or demonstrating the impact of technology to business stakeholders; experience as a Solution/Sales Engineer or similar experience working to deliver projects using the Salesforce platform with significant exposure working directly with customers to ideate and estimate solutions
• Ability to build strong relationships and drive conversations with C Level executives as well as staff at all levels and external stakeholder
• Excellent time management and prioritization skills; ability to multi-task with ease
• Embraces a solution oriented mindset; sees challenges as opportunities to solve, not problems to overcome
• Proven ability to make sound decisions independently
• Salesforce Admin Certification, with 1 or more additional Salesforce certifications such as Nonprofit Cloud Consultant, App Builder, Experience Cloud Consultant, AgentForce Specialist preferred
• Project or program management experience an asset
• Bonus points if you've worked in nonprofit, community centers before

Qualifications

Must Haves

• 3+ years of experience creating solutions on the Salesforce.com platform
• Strong business acumen combined with an understanding of client operational software, business applications and SaaS solutions
• Experience partnering with stakeholders to match business requirements to technology solutions
• Experience teaching or demonstrating the impact of technology to business stakeholders; experience as a Solution/Sales Engineer or similar experience working to deliver projects using the Salesforce platform with significant exposure working directly with customers to ideate and estimate solutions
• Ability to build strong relationships and drive conversations with C Level executives as well as staff at all levels and external stakeholder
• Excellent time management and prioritization skills; ability to multi-task with ease
• Embraces a solution oriented mindset; sees challenges as opportunities to solve, not problems to overcome
• Proven ability to make sound decisions independently

Nice to Haves

• Salesforce Admin Certification, with 1 or more additional Salesforce certifications such as Nonprofit Cloud Consultant, App Builder, Experience Cloud Consultant, AgentForce Specialist preferred
• Project or program management experience an asset
• Bonus points if you've worked in nonprofit, community centers before

Benefits

• Competitive bonus program
• Remote work for candidates based in Canada or the US, with a preference for either PST or EST