Senior Salesforce Solution Engineer – Financial Services

🕒 August 4

🏈 Alabama, Arizona, +27 more states – Remote

🏈 Alabama – Remote 🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – 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 🧀 Wisconsin – Remote

💵 $155k - $175k / year

⏰ Full Time

🟠 Senior

🌐👩‍💻 Salesforce Developer

👻 Ghost score 13%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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FormativGroup

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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 covering business processes, user needs, operational challenges, regulatory considerations, and business outcomes • Translate Insurance, Wealth & Asset Management, and Banking priorities into practical Salesforce solution approaches • Analyze processes, identify improvement opportunities, and explain business, technical, regulatory, and implementation tradeoffs • Design scalable solutions using Salesforce Financial Services Cloud, Insurance capabilities, Agentforce, Data Cloud, Experience Cloud, Sales Cloud, Service Cloud, and integration patterns • Develop demonstrations, prototypes, proof-of-concepts, and executive presentations • Develop technical win strategies and differentiate Formativ throughout the sales cycle • Lead technical portions of proposals, RFPs, RFIs, Statements of Work, and client presentations • Partner with Delivery leaders and Solution Architects to ensure solutions are practical, implementable, and aligned with delivery best practices • Create reusable demonstrations, reference architectures, solution assets, and presales collateral • Capture customer-engagement insights to improve offerings, sales plays, demonstrations, and solution assets • Apply financial-services process knowledge across advisor productivity, client onboarding, service, distribution, policy and claims operations, and data-driven engagement • Maintain Salesforce certifications and 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 financial-services experience • Demonstrated success supporting complex Salesforce transformation initiatives and consulting pursuits in Insurance, Wealth & Asset Management, Banking, or related financial-services segments • Strong understanding of Salesforce Financial Services Cloud, Insurance capabilities, Sales Cloud, Service Cloud, Experience Cloud, Data Cloud, Agentforce, and integration patterns • Ability to analyze financial-services processes and translate requirements into practical solution designs balancing value, complexity, risk, and maintainability • Strong discovery, facilitation, presentation, communication, and executive engagement skills • Strong collaboration 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 • Salesforce certifications required • Financial Services Cloud, AI, and Data Cloud certifications are a plus • Bachelor's degree in Business, Information Technology, or a related field preferred; equivalent relevant experience considered • MBA or other advanced degree is a plus • Must be authorized to work for any employer in the United States • Employer will not sponsor or assume sponsorship of an employment visa • Must reside in AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TN, TX, VA, WI, or Washington, DC

🏖️ Benefits

• Base salary of $155,000–$175,000 USD • Variable incentive compensation • Discretionary bonuses, commissions, or other incentive programs • Medical insurance • Dental insurance • Vision insurance • 401(k) • Paid time off • Comprehensive benefits package • Periodic client travel

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