Lead Solution Engineer - Financial Services

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Job Category:
Sales

Job Details

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You're in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

Applications will be accepted until 07/01/2026.

The Lead Solution Engineer plays a pivotal role in aligning innovative strategies to technology solutions within complex accounts across the Financial Services vertical (including banking, insurance, wealth management, capital markets, and lending). As a dynamic blend of business consultant and technologist, you will act as the "front door for IT," navigating deeper technical waters to help customers connect with their clients in new ways.

Through collaboration with the customer, internal business stakeholders like Account Executives, Solution Engineering peers, Product Management, Product Marketing, and more, you will develop thoughtful solutions and interact with the entire customer lifecycle. You will guide deal strategy by providing deep insight into the technical and business buyers, acting as a trusted advisor who drives innovation and improves business performance.

• Align innovative strategies to technology solutions within complex accounts across the Financial Services verticals.
• Partner with clients and collaborate with internal team members to drive consensus on multi-product technology solutions across the various Salesforce product lines.
• Develop solutions for business development, operations, and IT strategies, including product demonstrations.
• Business Problem Solving & Solutioning:
  Take ambiguous and sophisticated business problems, define the opportunity set, and recommend practical next steps; discover customer business needs, analyze requirements, and position the best Salesforce multi-product solutions.
• Architectural Guidance:
  Convey a deep understanding of the customer's enterprise architecture, evangelize the Salesforce Platform, including Financial Services Cloud, Headless
  
  CRM, Hyperforce, Data 360, Agentforce, Mule Soft, and Slack, and educate customers on customization and integration possibilities.
• AI & Data Strategy:
  Develop technical 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 workshops and partner for executing POCs.
• Connect Experiences:
  Demonstrate executive-level and business-level software demos and rapid prototyping to show connected experiences; build customized solutions tailored to multiple personas, leveraging agentic coding solutions.
• Innovation & Consensus Management:
  Evaluate solution options (build vs. buy) and drive consensus among key C-level collaborators and IT stakeholders.
• Cross-Functional Orchestration:
  Lead cross-functional solution guides, align them to the opportunity strategy, and share best practices with the broader Solution Engineering community.

• 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 and evaluation of 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.

• Proven experience working as an architect, solution engineer, IT consultant, developer, or similar in a customer-facing role.
• Industry experience in Financial Services, with understanding of regulatory requirements, risk mitigation, and security (e.g., SOX, FINRA, SEC) or core concepts like KYC/AML and loan origination.
• Experience working with agentic code solutions (Claude Code, Cursor, Codex, Agentforce Vibes, etc.).
• Salesforce Certifications (e.g., Financial Services Cloud) and/or previous experience as a solution/sales engineer for a CRM company.
• Hands-on experience in roles that required building,…