Lead Solution Engineer

Job Category Sales Job Details About Salesforce Salesforce is the #1 AI CRM, where humans with agents drive customer success together.

You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

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.

About Salesforce

Here, ambition meets action.

Tech meets trust.

And innovation isn’t a buzzword — it’s a way of life.

The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era?

Responsibilities

• You will engage with senior stakeholders, including C-level executives, to create roadmaps and deliver transformational pitches that showcase Salesforce’s value.
• 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.
• Demonstrate Salesforce capabilities via live demos, prototypes, and presentations to various client personas; support sales cycles with RFx responses, business cases, and ROI analyses.
• Act as a trusted advisor throughout the entire customer journey—seamlessly bridging the gap between pre-sales strategy and post-sale execution.
• You will drive ongoing platform adoption, ensuring clients fully consume our solutions and realize maximum business value.
• Build and articulate clear customer journey strategies and IT roadmaps, guiding large enterprises on digital transformation and highlighting Salesforce’s value proposition.
• 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 You Have...
• The ability to translate complex requirements into compelling customer journey maps, tailored use-case demos, and solutions perfectly aligned with industry needs.

Requirements

• To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.
• Proven experience in pre-sales or solution delivery specifically within the Financial Services sector (Banking, Insurance, Fintechs, NBFCs, or Wealth & Asset Management).
• An in-depth understanding of the financial industry’s key metrics, customer engagement processes, and how to build strong ROI justifications.
• Deep knowledge of Generative AI and Autonomous Agents , coupled with a clear understanding of consumption-based business models.
• Extensive expertise in Cloud Computing, modern CRM platforms, marketing automation, and related enterprise technologies.
• Exceptional verbal, written, and presentation skills, with a strong track record of successfully engaging C-level executives at large enterprise clients.
• Specifically in Agentforce, Data 360, Sales Cloud, Service Cloud, or Financial Services Cloud (FSC).
• A previous background as a Solution Engineer or Sales Engineer in a Salesforce, CRM, or similar enterprise tech environment.
• Prior experience working for Tech Consultancies or System Integrators, with a practical focus on technical project implementations.

Preferred

• A degree or equivalent, backed by 10+ years of experience in IT, technology consulting, or enterprise software sales and implementation.
• Even Better If You Bring...

Benefits

• Our benefits and resources support you to find balance and be your best , and our AI agents accelerate your impact so you can do your best .
• Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love.

• Unleash Your Potential When you join Salesforce, you’ll be limitless in all areas of your life.
• 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 . Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options. 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.