Lead Solution Engineer
Spotted 4d agoFull time
What you'll need to apply
Fields this application requires
NameEmailPhoneCountryRésuméWork authorization answerVisa sponsorship answer
Company-specific questions
- As a U.S. company that exports software and technology internationally, we must comply with U.S. export control laws in every country where we operate. The information provided will be used to determine whether we need to obtain an Export Control License for your employment if you are hired. Are you a citizen, national or permanent resident of Iran, Cuba, North Korea or Syria?
- Regarding future positions at Salesforce, please select one of the following options
- I acknowledge that I have read, reviewed and answered the above questions truthfully and accurately. I further understand, and agree, that any offer of employment I may receive from Salesforce is conditional on the truth of the above statements and that, in the event it is subsequently determined that any of the above is inaccurate, any such offer of employment can be rescinded and, in the event I have commenced employment, such employment will be terminated, to the extent permitted by applicable law. Please select "yes" if you acknowledge.
Job description
About this role
Employer-provided description, formatted for easier reading.
Role Overview
We are seeking a dynamic Lead Solution Engineer to collaborate with our leading Financial Services clients. This role is pivotal in crafting innovative customer engagement strategies, demonstrating Salesforce’s platform capabilities, and translating complex business needs into impactful solutions.
You will engage with senior stakeholders, including C-level executives, to create roadmaps and deliver transformational pitches that showcase Salesforce’s value.
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; 10+ 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.
Interested in this role?Continue on Salesforce's careers page.
Apply on Salesforce