Senior Salesforce Solution Engineer – Horizontal

🔥 21 hours ago

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FormativGroup

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 opportunities, shape technical strategy, and support pursuit execution • Lead discovery sessions to understand current-state business processes, user needs, operational challenges, and desired business outcomes • Collaborate with Industry SMEs to translate strategic business objectives into practical Salesforce solution approaches • Analyze business processes, identify improvement opportunities, and recommend solution alternatives while articulating business and technical tradeoffs • Design scalable solution approaches leveraging Salesforce, Agentforce, Data Cloud, Experience Cloud, Sales Cloud, Service Cloud, and modern integration patterns • Develop demonstrations, prototypes, proof-of-concepts, and executive presentations tailored to client-specific scenarios • Partner with sales leadership to develop technical win strategies and differentiate FormativGroup throughout the sales cycle • Lead the technical portions of proposals, RFPs, RFIs, Statements of Work, and client presentations • Work 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 • Capture customer engagement insights to improve offerings, sales plays, and solution assets • Maintain Salesforce certifications and expand expertise in Salesforce AI capabilities and emerging platform technologies

🎯 Requirements

• 7+ years in Solution Engineering, enterprise consulting, solution architecture, or a comparable customer-facing role • Demonstrated success supporting enterprise Salesforce transformation initiatives and complex consulting pursuits • Strong understanding of Salesforce platform capabilities, including Sales Cloud, Service Cloud, Experience Cloud, Data Cloud, Agentforce, and integration patterns • Ability to analyze business processes and translate requirements into practical solution designs • Salesforce certifications required or strongly preferred • AI and Data Cloud certifications are a plus • Applicants must be authorized to work for any employer in the United States • FormativGroup is unable to sponsor or assume sponsorship of an employment visa for this position • Candidates must reside in one of the listed eligible U.S. states or Washington, DC • Outstanding facilitation, presentation, communication, and executive engagement skills • Strong collaboration skills with Sales, Industry SMEs, Alliances, Delivery, and Executive Leadership

🏖️ Benefits

• 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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