Account Solution Engineer – Higher Education

🕒 May 16

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Salesforce

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

• Lead the Solution Cycle – Collaborate closely with account executives, product specialists, and partners to drive the technical aspects of the sales cycle from discovery to close. • Understand Institutional Needs – Engage with education institutions to deeply understand their unique challenges and strategic goals, mapping them to Salesforce’s solutions. • Position Salesforce as a Strategic Partner – Clearly articulate how Salesforce platform and products, including but not limited to Agentforce for Education, align to institutional initiatives. • Prepare, build, and present tailored demonstrations that showcase Salesforce solutions aligned to institutions' strategic and technical goals. • Apply Industry and Technical Expertise – Translate education business processes into impactful technology solutions, differentiating Salesforce capabilities to both technical and non-technical stakeholders. • Support RFP and Proposal Processes – Lead the technical response to RFPs and RFIs, ensuring alignment with institutional priorities and clearly demonstrating Salesforce’s value. • Collaborate Across Teams – Work effectively with account teams, solution specialists, professional services, and Salesforce partners to align Salesforce solutions with institutional needs. • Stay Ahead of Industry Trends – Continuously build expertise in education challenges and technology trends, incorporating insights into solution recommendations. • Achieve Performance Goals – Meet quarterly and annual objectives related to customer engagement, solution development, and revenue contribution (NNAOV). • Invest in Professional Growth – Participate in training, certifications, and mentorship programs to continuously enhance expertise and effectiveness in the role. • Drive Consumption & Value Realisation - Support consumption and activation efforts — including account QBRs, health checks, and technical workshops — to drive product adoption, NCR, and reduce attrition risk. • Consumption Estimation & Use Case Scoping - Partner with account teams to define and document use cases, estimate credit consumption, and build consumption plans that set customers up for successful adoption of AI and Data products. • Agentforce & AI/Data Use Case Expertise - Develop and present Agentforce and Data360 Cloud use cases tailored to education institutions, including POCs, workshops, and technical deep-dives that demonstrate AI-powered transformation for student success and operational efficiency.

🎯 Requirements

• 7+ years of combined experience working with Salesforce or other CRM solutions, with a focus on education. • 5+ years of experience in solution engineering, consulting, enterprise software delivery, or customer success. • Artificial Intelligence and/or Data Certifications, Salesforce-preferred, related to generative AI and LLM concepts. • Deep understanding of education operations, including student lifecycle management, academic operations (registrar, advising, curriculum management), financial aid, student success initiatives, enrollment, and alumni relations. • Strong technical acumen, with experience configuring and demonstrating Salesforce or similar enterprise platforms in a sales or implementation context. • Exceptional communication and presentation skills, with the ability to translate complex technical concepts into clear, value-driven narratives for stakeholders at all levels—from IT teams to university presidents. • Proven ability to lead discovery sessions, understand institutional challenges, and craft tailored solutions that drive digital transformation in higher education. • Experience with RFP and proposal processes, including developing responses that align with institutional needs and Salesforce’s value proposition. • Strong time management and prioritization skills, with the ability to manage multiple engagements in a fast-paced sales environment. • Curiosity and passion for technology, with a desire to continuously learn, experiment, and stay ahead of industry trends in education and CRM solutions. • Collaborative mindset, able to work cross-functionally with sales, professional services, product teams, and partners to deliver customer success. • Open to travel for client meetings, presentations, and industry events, approximately 40%.

🏖️ 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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