Principal Solution Engineer – Financial Services

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Salesforce

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1999

☁️ SaaS

🤝 B2B

🤖 Artificial Intelligence

SaaS • B2B • Artificial Intelligence

Salesforce is a leading cloud-based software company that provides a comprehensive customer relationship management (CRM) platform. The platform connects all company data and teams on an integrated, AI-driven system to improve sales, customer service, and marketing efforts. Salesforce offers scalable solutions for businesses of all sizes, including small and medium enterprises, and provides industry-specific solutions to modernize operations, save time, and reduce costs. Salesforce also offers educational resources through Trailhead and a wide selection of apps on AppExchange to extend its CRM capabilities.

📋 Description

• Align innovative strategies to technology solutions within complex accounts in Financial Services • Partner with clients and collaborate with internal team members to drive consensus on multi-product technology solutions • Diagnose and recommend practical next steps for ambiguous and sophisticated business problems • Develop technical Points of View on AI and data strategy • Run customer-facing hands-on workshops and execute proofs of concepts • Demonstrate connected experiences through software demos and rapid prototyping • Lead cross-functional solutions guides and align them to the opportunity strategy

🎯 Requirements

• Bachelor's degree in Computer Science, Software Engineering, MIS, Business Technology • 5+ years of professional experience in technology, consulting, solution engineering, sales engineering, software development, business analysis, or related fields • Understanding of enterprise software applications, cloud technologies, databases, APIs, and web technologies • Strong problem-solving and analytical skills with the ability to simplify complex topics • Excellent verbal, written, presentation, and interpersonal communication skills • Ability to collaborate effectively across teams and work in fast-paced, customer-facing environments • Curiosity and willingness to learn emerging technologies, including AI, automation, and modern cloud platforms • Ability to travel as required based on territory alignment.

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Remote work options