Lead, Account SE

Overview

• This role plays a pivotal role in aligning innovative strategies to technology solutions within complex accounts across the Financial Services vertical (including banking, insurance, wealth management, capital markets, and lending). You partner with Sales to help customers feel confident to buy, confident to build and confident to operate.
• Our team is evolving how we sell. Solution Engineers lead the early stages of the customer journey, from vision and concept to technical validation and working prototypes, then hand off to delivery teams. You will act as the "front door for IT," navigating deeper technical waters to help customers connect with their clients in new ways.
• You won't just demo features. You'll connect what the platform does to what it means for the customer's business, using AI, Agentforce, Data Cloud, Core CRM and Slack to deliver measurable outcomes collaborating with the customer and internal business stakeholders.
• You will guide deal strategy by providing deep insight into the technical and business buyers, acting as a trusted advisor who drives innovation and improves business performance.
• On any given week, you might be:
• Running an AI architecture workshop with a bank
• Vibe-coding a custom Agentforce demo the day before a big meeting
• Leading a cross-functional team through a complex multi-cloud deal
• Helping a client think through build vs. buy on their next-gen data platform
• Leading a POC with multiple business and technical stakeholders aligned to tight success criteria and mutually agreed commercial outcomes

Responsibilities

• Lead discovery with banking and wealth leaders to define the business problem, quantify the value and return on investment with business value teams, and recommend practical next steps.
• Build and present tailored demos and prototypes for multiple personas, such as financial advisors, loan officers, relationship managers and executives, showing a clear path to value across Salesforce products.
• Act as a trusted advisor to senior business and technology leaders. Evaluate solution options, understand the customer's architecture and drive consensus on future-state roadmaps.
• Coordinate architects, forward deployed engineers, partners and product teams, hand off cleanly, and contribute reusable assets and customer stories.
• Ability to travel based on territory alignment and region.

Required Qualification s

• Hands-on reps with agentic coding tools — Claude Code, Cursor, Codex, Agentforce Vibes. You're using these daily to spin up custom demos and POCs, not just talking about them.
• Real depth and POVs on AI/data architecture — RAG pipelines, grounding strategies, agentic governance, and hybrid human+autonomous enterprise design.
• Fluency in Headless + composable architecture — specifically our Headless CRM / Data 360 messaging, and how it does and will continue to apply to use cases like KYC/AML, loan origination, and wealth platforms.
• Hands-on experience with the Salesforce platform and its AI, data and industry products, including a minimum of three active Salesforce certifications.
• 6+ years of pre-sales experience as a solution or sales engineer at Salesforce, another CRM or enterprise software company, or a consultancy.
• Knowledge of related applications, relational database and web technology
• You can review an architecture diagram and understand what the inputs/outputs are and data movement.
• Proven ability to connect product capabilities to business outcomes, quantify value and tie it to the customer's goals, with strong presentation and storytelling skills.
• B.S., M.S. or PhD in Computer Science, Software Engineering, MIS or equivalent relevant experience required.

Preferred Qualifications

• Experience selling to or working with banking or wealth management clients.
• Agentblazer Legend status (2026).
• Financial Services credibility — you understand the regulatory landscape (SOX, FINRA, SEC) and can speak the language of a bank's CTO and their compliance team.
• Experience partnering with architects, business value teams and implementation partners in a fast-moving, agile sales team.