Lead Solution Engineer

What You'll Actually Be Doing

• Solution Discovery & Design: Partner with Business and IT teams through targeted discovery sessions to uncover challenges and craft tailored, innovative Salesforce solutions aligned with business objectives.
• Customer Engagement & Solution Selling: Demonstrate Salesforce capabilities via live demos, prototypes, and presentations to various client personas; support sales cycles with RFx responses, business cases, and ROI analyses.
• Strategic Roadmaps & Thought Leadership: Build and articulate clear customer journey strategies and IT roadmaps, guiding large enterprises on digital transformation and highlighting Salesforce's value proposition.
• Business & Technical Consulting: Lead cross-functional teams to develop comprehensive solutions and articulate benefits to stakeholders. Travel as required for client meetings and workshops.

You're Our Person If...

• 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.

Even Better If...

• 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 andbe your best, and our AI agents accelerate your impact so you cando 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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Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.