Lead Solution Engineer – Financial Services
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Job Description
Lead Solution Engineer aligning innovative strategies to technology solutions for Financial Services at Salesforce. Collaborate with clients and internal teams to drive consensus on Salesforce product solutions.
Responsibilities:
- A Solution Engineer plays a pivotal role in aligning innovative strategies to technology solutions within complex accounts.
- This role focuses on partnering with clients and collaborating with internal team members to drive consensus on multi-product technology solutions across the various Salesforce product lines.
- Solutions Engineers work on a wide array of assignments including business development, operations and IT strategies, as well as product demonstrations.
- This person must assume the role of trusted advisor for driving innovative solutions forward while also improving business performance.
- Take ambiguous and sophisticated business problems, define the opportunity set, and recommend practical next steps.
- You will discover customer business needs, analyze requirements, and ultimately position the best Salesforce multi-product solutions.
- Convey a deep understanding of the customer's enterprise architecture.
- Evangelize the value proposition of the Salesforce Platform, including Financial Services Cloud, HeadlessCRM, Hyperforce, Data 360, Agentforce, MuleSoft, and Slack, while educating customers on customization and integration possibilities.
- Develop technical Points of View (POVs) on the Context Architecture for AI (including RAG, grounding, and real-time data pipelines), Agentic AI Governance, and Hybrid Architecture (human + autonomous enterprise).
- Run customer-facing hands-on workshops with customers, and partner together for executing POCs (proof of concepts).
- Demonstrate through both executive-level and business-level software demos and rapid prototyping how connected experiences come to life.
- Build customized solutions tailored to multiple personas, showcasing how Salesforce will accelerate their business strategies.
- Bring focus to a client's decision-making process by evaluating solution options (such as build vs. buy) and driving consensus among key C-level collaborators and IT stakeholders.
- Lead cross-functional solutions guides, align them to the opportunity strategy, and share best practices with the broader Solution Engineering community.
Requirements:
- B.S. in Computer Science, Software Engineering, MIS, or equivalent relevant experience.
- Minimum of 5 years of professional experience working in a collaborative team to solve technical problems in varied political environments.
- Deep knowledge of enterprise software applications, relational databases, web technology, integration principles, and process orchestration.
- Experience with machine learning concepts (predictive and generative AI), including GenAI usage experience and the ability to evaluate emerging AI/Data technologies.
- Exceptional executive presence with solid oral, written, presentation, and interpersonal skills to articulate complex topics effectively to both C-suite leaders and technical decision-makers.
- Willingness and ability to travel based on territory alignment.
Benefits:
- time off programs
- medical, dental, vision
- mental health support
- paid parental leave
- life and disability insurance
- 401(k)
- employee stock purchasing program
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