Senior​/Lead Solution Engineer; Education

Account Solution Engineer – Education

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.

• Lead the Solution Cycle – Collaborate closely 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 deeply understand their unique challenges and strategic goals, mapping them to Salesforce’s solutions. This role primarily aligns with large higher‑education institutions; however, opportunities exist to support non‑traditional and K‑12 organizations.
• Position Salesforce as a Strategic Partner – Clearly articulate how Salesforce platform and products, including but not limited to Agentforce for Education, align with institutional initiatives. Prepare, build, and present tailored demonstrations that showcase Salesforce solutions aligned to institutions’ strategic and technical goals.
• Apply Industry and Technical Expertise – Translate education business processes into impactful technology solutions, differentiating 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 clearly demonstrating Salesforce’s value.
• Collaborate Across Teams – Work effectively with account teams, solution specialists, professional services, and Salesforce partners to align Salesforce solutions with institutional needs.
• Stay Ahead of Industry Trends – Continuously build expertise in education challenges and technology trends, incorporating insights into solution 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 continuously enhance expertise and effectiveness in the role.
• Drive Consumption & Value Realisation – Support consumption and activation efforts, including account QBRs, health checks, and technical workshops, to drive product adoption, NCR, and reduce attrition risk.
• Consumption Estimation & Use Case Scoping – Partner with account teams to define and document use cases, estimate credit consumption, and build consumption plans that set customers up 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 for student success and operational efficiency.

• 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—from IT teams to university presidents.
• Proven ability to lead discovery sessions, understand institutional challenges, and craft tailored solutions that drive digital transformation in higher…