Lead Solution Engineer
Salesforce · Posted Oct 23
Customer relationship management, cloud computing, enterprise software, and artificial intelligence solutions
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About the role
Salesforce is the #1 AI CRM, where humans with agents drive customer success together, and its Agentforce platform leads its AI offerings for organizations of all sizes. The Solution Engineering team partners with leading Financial Services clients, crafting innovative customer engagement strategies and demonstrating Salesforce's platform capabilities. This Lead Solution Engineer role translates complex business needs into impactful solutions, engaging C-level stakeholders to build roadmaps and deliver transformational pitches.
What you will do
- 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.
Skills used in this role
What the employer is looking for
- 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.
Benefits and support
- Compensation and benefits are detailed in the job posting
About Salesforce
Salesforce, Inc. is a leading global cloud-based enterprise software company specializing in customer relationship management (CRM) and artificial intelligence solutions. Through its integrated Customer 360 platform, the company provides applications for sales, customer service, marketing automation, e-commerce, and analytics. Powered by innovations like Agentforce, Salesforce helps businesses bridge human capability with autonomous AI agents to drive customer success.
- Industry
- Cloud Computing
- Company size
- 87000+ employees
- Founded
- 1999
- Location
- San Francisco, California, USA
- Funding stage
- Public Company
Funding
Public Company · $25B raised
- 2026-03Post-IPO Debt$25B
- 2003-01Venture Round$1M
- 2001-06Series D$46.9M
- 1999-11Series C$13.2M
- 1999-06Series B$3.8M
Leadership
Chair, Chief Executive Officer & Co-Founder
President & Chief Operating and Financial Officer
Co-Founder & Chief Technology Officer, Slack
President & Chief Strategy Officer
Recent coverage
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