Strategic Solution Engineer - Financial Services

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Job Category
Sales

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. 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? You're in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

Overview
Are you ready to help design the future of the world's most influential financial institutions? Salesforce is looking for a Strategic Solution Engineer to join our elite team. In this role, you aren't just selling software; you are a visionary technologist helping the largest financial institutions transition from legacy systems to Autonomous Enterprises.

From reimagining the retail banking experience with Agentforce to powering institutional wealth management with real-time Data Cloud insights, you will be the lead engineer behind the solutions that power the global economy. The SE world is a dynamic, constantly evolving environment where expertise in design, business consulting and technology is used every day to drive innovation.

The Solution Engineer must have a strong desire to demonstrate their technical and/or sales skills, including the ability to solicit business requirements, develop a technical sales strategy, configure and successfully demonstrate the solutions that address these requirements and provide business value.

Typical Day of a Financial Services Solution Engineer:

• Partner with Account Executives to identify high-impact "Jobs to be Done" where Agentforce can provide 24/7 support for banking clients.
• Facilitate discovery sessions focused on Data Cloud integration, showing customers how to turn "dark data" into actionable insights using the Salesforce Metadata Framework.
• Build and present differentiated demonstrations that showcase Generative AI and Predictive Analytics working in tandem to increase "Wallet Share" and reduce "Churn."
• Collaborate with Product and Professional Services to ensure that the vision you sell today is technically viable for the global scale of a Tier 1 bank tomorrow.

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 and C-level client contacts 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 executive level product demonstrations. This person must assume the role of trusted advisor for driving innovative solutions forward while also improving business performance.
• Business Problem Solving: Take ambiguous and sophisticated business problems and using research and business assessment capabilities, define the problem, drive innovative ideas, define the opportunity set, and recommend practical next steps.
• Innovation Management: Bring focus to a client's decision making process by communicating and evaluating solution options, and driving consensus among key collaborators. In some instances, we help our clients develop new decision frameworks and governance processes that continue to deliver value far beyond a particular engagement.
• Connect Experiences: Demonstrate through software demos and rapid prototyping how connected experiences come to life with The Salesforce Solutions. This includes the delivery of executive level software demonstrations, construction of future state customer journey strategies, and developing long term IT roadmaps.
• "Solutioning" is fundamental to the SE role. It is important to realize that a component of the responsibilities will include assisting the customer, Account Executive and Professional Services team with the discovery, analysis and ultimately the recommendation of strategic solutions for the customer by delivering transformational pitches based in live product demonstrations to validate. These Solutions will use all of the Salesforce technologies to address the core challenges and objectives that are uniquely identified for each customer.
• Discover the customer's business needs, and position the best Salesforce solution to achieve those business objectives
• Build and present customized solutions and demonstrations focused on Salesforce products to multiple customer personas showing how Salesforce will accelerate their business strategies and a path to value.
• Convey a deep understanding of the customer's architecture as it pertains to Salesforce's solutions
• Orchestrate and lead cross-functional solutions guides, and align them to the opportunity strategy
• Develop and deliver the story of the customer experience aided by Salesforce technologies
• Participate in all appropriate product, sales, and procedural training and certifications to acquire and maintain the knowledge vital to be effective in the position
• Ability to travel based on territory alignment and region.

Required Qualifications:

• B.S. Computer Science, Software Engineering, MIS or equivalent relevant experience required. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
• Knowledge of related applications, relational database and web technology
• Solid oral, written, presentation, collaboration and interpersonal communication skills
• Ability to work as part of a team to solve technical problems in varied political environments
• Minimum of 5 years of professional experience
• Minimum of 2 years in executive facing, pre-sales roles

Preferred Qualifications:

• Salesforce Certifications
• Previous experience as a solution/sales engineer for a CRM company or similar technology

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 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. Apply today to not only shape the future - but to redefine what's possible - for yourself, for AI, and the world.

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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.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: ;br>
At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions.The typical base salary range for this position is $134,750 - $210,910 annuallyThere is a different range applicable to specific work locations. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range for this role in those locations is $148,190 - $231,980 per year. Your recruiter can share more about the specific salary range for the job location during the hiring process.The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.