Senior Salesforce Solution Engineer – Financial Services

Job not on LinkedIn

🔥 7 minutes ago

🏈 Alabama, Arizona, +29 more states – Remote

🏈 Alabama – Remote 🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🏛️ District of Columbia – Remote 🐊 Florida – Remote 🥔 Idaho – Remote 🌽 Illinois – Remote 🌾 Iowa – Remote 🌪️ Kansas – Remote 🐎 Kentucky – Remote 🎰 Nevada – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🌪️ Oklahoma – Remote 🌲 Oregon – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⚔️ Virginia – Remote ☕ Washington – Remote 🧀 Wisconsin – Remote

💵 $155k - $175k / year

⏰ Full Time

🟠 Senior

🌐👩‍💻 Salesforce Developer

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FormativGroup

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

🏥 Healthcare

🛡️ Insurance

Consulting • Healthcare • Insurance

FormativGroup is a B2B technology consulting and implementation firm that helps mid-market and enterprise clients modernize applications, workflows, and data infrastructure. They specialize in data architecture, system integration, application development, workflow automation, SaaS/PaaS ecosystem management, and AI roadmapping to enable governance, migrations, and interoperability across complex environments. FormativGroup serves regulated and enterprise sectors such as insurance, banking, mortgage & lending, wealth management, healthcare, and the public sector, focusing on outcome-based designs and continuous improvement.

📋 Description

• Partner with Account Executives throughout the sales cycle to qualify financial-services opportunities, shape technical strategy, and support pursuit execution. • Lead discovery sessions to understand current-state business processes, user needs, operational challenges, regulatory considerations, and desired business outcomes. • Collaborate with Industry SMEs to translate strategic priorities in Insurance, Wealth & Asset Management, and Banking into practical Salesforce solution approaches. • Analyze business processes, identify improvement opportunities, and recommend solution alternatives while clearly articulating business, technical, regulatory, and implementation tradeoffs. • Design scalable solution approaches leveraging Salesforce Financial Services Cloud, Insurance capabilities, Agentforce, Data Cloud, Experience Cloud, Sales Cloud, Service Cloud, and modern integration patterns. • Develop compelling demonstrations, prototypes, proof-of-concepts, and executive presentations tailored to client-specific scenarios across Insurance, Wealth & Asset Management, and Banking. • Partner with sales leadership to develop technical win strategies and differentiate Formativ throughout the sales cycle. • Lead the technical portions of proposals, RFPs, RFIs, Statements of Work, and client presentations. • Work closely with Delivery leaders and Solution Architects to ensure proposed solutions are practical, implementable, and aligned with delivery best practices. • Contribute to reusable demonstrations, reference architectures, solution assets, and presales collateral for priority financial-services sales plays. • Capture insights from financial-services customer engagements to help improve offerings, sales plays, demonstrations, and solution assets. • Apply working knowledge of relevant financial-services processes, including advisor and relationship-manager productivity, client onboarding, service, distribution, policy and claims operations, and data-driven engagement. • Work effectively with Industry SMEs where deeper domain strategy or regulatory expertise is required, while retaining ownership of discovery, solution design, demonstrations, and technical win strategy. • Maintain current Salesforce certifications and continuously expand expertise in Financial Services Cloud, Salesforce Insurance, Agentforce, Data Cloud, and emerging platform capabilities.

🎯 Requirements

• 7+ years in Solution Engineering, enterprise consulting, solution architecture, or a comparable customer-facing role, including meaningful experience in financial services. • Demonstrated success supporting complex Salesforce transformation initiatives and consulting pursuits within Insurance, Wealth & Asset Management, Banking, or closely related financial-services segments. • Strong understanding of Salesforce platform capabilities, including Financial Services Cloud, relevant Insurance capabilities, Sales Cloud, Service Cloud, Experience Cloud, Data Cloud, Agentforce, and integration patterns. • Ability to analyze financial-services business processes and translate requirements into practical solution designs that balance value, complexity, risk, and maintainability. • Outstanding discovery, facilitation, presentation, communication, and executive engagement skills, with the ability to establish credibility with both business and technology stakeholders. • Strong collaboration skills with Sales, Industry SMEs, Alliances, Delivery, and Executive Leadership. • Practical understanding of financial-services operating models, terminology, customer journeys, and regulatory constraints, particularly in Insurance and Wealth & Asset Management; Banking experience is also valuable. • Salesforce certifications required or strongly preferred; Financial Services Cloud, AI, and Data Cloud certifications are a plus.

🏖️ Benefits

• Competitive compensation package commensurate with experience • Base salary, variable incentive compensation, and benefits • Comprehensive benefits package that includes medical, dental, vision, 401(k), paid time off