Lead Solution Engineer – Financial Services

🕒 May 16

🏄 California, Colorado, +1 more states – Remote

🏄 California – Remote ⛰️ Colorado – Remote 🤠 Texas – Remote

💵 $134.8k - $180.3k / year

⏰ Full Time

🟠 Senior

💻 Solutions Engineer

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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

• 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 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 product demonstrations. • This person must assume the role of trusted advisor for driving innovative solutions forward while also improving business performance. • Take ambiguous and sophisticated business problems, define the opportunity set, and recommend practical next steps. • You will discover customer business needs, analyze requirements, and ultimately position the best Salesforce multi-product solutions. • Convey a deep understanding of the customer's enterprise architecture. • Evangelize the value proposition of the Salesforce Platform, including Financial Services Cloud, HeadlessCRM, Hyperforce, Data 360, Agentforce, MuleSoft, and Slack, while educating customers on customization and integration possibilities. • Develop technical Points of View (POVs) on the Context Architecture for AI (including RAG, grounding, and real-time data pipelines), Agentic AI Governance, and Hybrid Architecture (human + autonomous enterprise). • Run customer-facing hands-on workshops with customers, and partner together for executing POCs (proof of concepts). • Demonstrate through both executive-level and business-level software demos and rapid prototyping how connected experiences come to life. • Build customized solutions tailored to multiple personas, showcasing how Salesforce will accelerate their business strategies. • Bring focus to a client's decision-making process by evaluating solution options (such as build vs. buy) and driving consensus among key C-level collaborators and IT stakeholders. • Lead cross-functional solutions guides, align them to the opportunity strategy, and share best practices with the broader Solution Engineering community.

🎯 Requirements

• B.S. in Computer Science, Software Engineering, MIS, or equivalent relevant experience. • Minimum of 5 years of professional experience working in a collaborative team to solve technical problems in varied political environments. • Deep knowledge of enterprise software applications, relational databases, web technology, integration principles, and process orchestration. • Experience with machine learning concepts (predictive and generative AI), including GenAI usage experience and the ability to evaluate emerging AI/Data technologies. • Exceptional executive presence with solid oral, written, presentation, and interpersonal skills to articulate complex topics effectively to both C-suite leaders and technical decision-makers. • Willingness and ability to travel based on territory alignment.

🏖️ Benefits

• time off programs • medical, dental, vision • mental health support • paid parental leave • life and disability insurance • 401(k) • employee stock purchasing program