Senior​/Lead Solution Engineer; Education

Overview

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Salesforce seeks 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. The Global Public Sector Solution Engineering team helps institutions modernize operations, enhance learner experiences, and improve engagement through cutting-edge technology.

As a Senior/Lead Account Solution Engineer, you will collaborate with sales teams, product experts, and partners to develop tailored solutions that address institutional challenges. From discovery to demonstration, you will showcase the power of Salesforce’s platform to optimize the student life cycle, streamline administrative processes, and drive long-term transformation. You will lead technical conversations, articulate business value, and build trust with institutions seeking to innovate.

• Lead the Solution Cycle — Collaborate with account executives, product specialists, and partners to drive the technical aspects of the sales cycle from discovery to close.
• Understand Institutional Needs — Engage with education institutions to understand their challenges and goals, mapping them to Salesforce solutions; primarily aligned to large higher education institutions with exposure to non-traditional and K-12 organizations.
• Position Salesforce as a Strategic Partner — Articulate how Salesforce platform and products, including Agentforce for Education, align to institutional initiatives; prepare and present tailored demonstrations.
• Apply Industry and Technical Expertise — Translate education business processes into technology solutions and differentiate Salesforce capabilities to both technical and non-technical stakeholders.
• Support RFP and Proposal Processes — Lead the technical response to RFPs and RFIs, ensuring alignment with institutional priorities and Salesforce value.
• Collaborate Across Teams — Work with account teams, solution specialists, professional services, and Salesforce partners to align solutions with institutional needs.
• Stay Ahead of Industry Trends — Continuously build expertise in education challenges and technology trends and incorporate insights into recommendations.
• Achieve Performance Goals — Meet quarterly and annual objectives related to customer engagement, solution development, and revenue contribution (NNAOV).
• Invest in Professional Growth — Participate in training, certifications, and mentorship programs to enhance expertise and effectiveness.
• Drive Consumption & Value Realisation — Support consumption and activation efforts including account QBRs, health checks, and technical workshops to drive product adoption and reduce attrition risk.
• Consumption Estimation & Use Case Scoping — Define and document use cases, estimate credit consumption, and build consumption plans for successful adoption of AI and Data products.
• Agentforce & AI/Data Use Case Expertise — Develop and present Agentforce and Data
  360 Cloud use cases tailored to education institutions, including POCs, workshops, and technical deep-dives that demonstrate AI-powered transformation.

• 7+ years of combined experience working with Salesforce or other CRM solutions, with a focus on education.
• 5+ years of experience in solution engineering, consulting, enterprise software delivery, or customer success.
• Artificial Intelligence and/or Data Certifications, Salesforce-preferred, related to generative AI and LLM concepts.
• Deep understanding of education operations, including student lifecycle management, academic operations (registrar, advising, curriculum management), financial aid, student success initiatives, enrollment, and alumni relations.
• Strong technical acumen with experience configuring and demonstrating Salesforce or similar enterprise platforms in a sales or implementation context.
• Exceptional communication and presentation skills, with the ability to translate complex technical concepts into clear value-driven narratives for stakeholders at all levels.
• Proven ability to lead discovery sessions, understand institutional challenges, and craft…