About Salesforce
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Agentforce is the future of AI, and you are the future of Salesforce.
The Experience
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.
What You'll Actually Be Doing
•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.
You're Our Person If...
Required Skills and Experience:
•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...
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.
