Lead Solution Engineer - Financial Services

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Sales Job Details About Salesforce Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action.

Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

Key Responsibilities: Solution Discovery & Design: Understand client needs through targeted discovery sessions; craft tailored Salesforce solutions aligned with business objectives. Customer Engagement: Demonstrate Salesforce capabilities via live demos, prototypes, and presentations to various client personas. Strategic Roadmaps: Build and articulate clear customer journey strategies and IT roadmaps, highlighting Salesforce’s value proposition.

Business & Technical Consulting: Lead cross-functional teams to develop comprehensive solutions and articulate benefits to stakeholders. Solution Selling: Support sales cycles with RFx responses, business cases, ROI analyses, and impactful demos. Client Collaboration: Partner with Business and IT teams, uncover challenges, and build out-of-the-box innovative solutions.

Thought Leadership: Guide large enterprises on digital transformation, leveraging Salesforce for customer success. Territorial Engagement: Travel as required for client meetings and workshops. Required Skills & Experience: Degree or equivalent; 12+ years in IT, consulting, or technology sales/implementation.

Proven experience in pre-sales or solution delivery within Financial Services (Banking, Insurance, Fintechs, NBFCs, Wealth/Asset Management). Strong ability to develop and present customer journey maps, use case demos, and solutions aligned with industry needs. In-depth understanding of the financial industry's key metrics, customer engagement processes, and ROI justification.

Expertise in cloud computing, CRM, marketing automation, and related technologies. Exceptional verbal, written, presentation, and interpersonal skills. Experience working with large enterprise clients and engaging at the C-level.

Preferred Qualifications Salesforce Certifications (e.g., SalesCloud, ServiceCloud, Financial Services Cloud) Prior experience as a Salesforce Solution or Sales Engineer in a CRM or similar tech environment. Unleash Your Potential When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best , and our AI agents accelerate your impact so you can do your best .

Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world. Accommodations If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form .

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