Senior Solution Engineer

As a Senior Solution Engineer at Salesforce, you will act as a Pre-Sales Consultant, bridging customer business challenges with Salesforce's innovative platform, especially focusing on AI and agentic capabilities. You will lead discovery sessions, design tailored Salesforce and AI solutions for Financial Services and Public Sector clients, and deliver engaging demonstrations to senior leaders. This role involves creating strategic roadmaps, supporting the sales cycle, and becoming a trusted advisor in CRM and Agentic Workforce Transformation.

Must Have

• Lead discovery sessions to uncover client needs.
• Craft tailored Salesforce solutions leveraging Platform, Industry Solutions, Generative AI, and Agentforce.
• Deliver engaging, customized demonstrations, prototypes, and presentations.
• Build and articulate clear customer journey strategies and IT roadmaps.
• Apply understanding of Financial Services and Public Sector challenges.
• Support the sales process by developing strong business cases and responding to customer requests.
• Guide large enterprises on CRM and Agentic Workforce Transformation.
• Partner with client Business and IT teams to identify challenges and build creative solutions.
• 5+ years experience in a customer-facing role (Pre-Sales Consultant, Solution Engineer, Customer Success).
• Experience in Financial Services (Banking, Insurance, Fintechs, Wealth/Asset Management, Commodity Trading) AND/OR Public Sector (Transportation, Utility).
• Strong business acumen.
• Exceptional verbal, written, and presentation skills.
• Ability to work collaboratively as part of a sales team.
• Capacity to stay productive and effective in high-intensity settings.

Good to Have

• Understanding of core AI concepts (Generative AI, LLMs, Agents).
• Active Salesforce Certifications (AgentForce Badges, Sales Cloud, Service Cloud, Financial Services Cloud, Platform App Builder).
• Prior experience as a Salesforce Solution or Sales Engineer.
• Strong background implementing, configuring, or demonstrating Salesforce solutions.

Perks & Benefits

• Work-life balance support (benefits and resources)
• AI agents to accelerate impact
• Equal pay
• Employee resource groups
• Inclusive benefits
• Disability accommodations

About Salesforce

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.

Role Overview

Also known as a " Pre -Sales Consultant" or "Sales Consultant," the Solution Engineer is responsible for presenting product offerings and architecture in the best light to prospects and customers, to evoke confidence in the company's technology infrastructure, and to remove all technical objections in the sales cycle. To accomplish this, the Solution Engineer must have a strong desire to leverage their technical and/or sales skills, including the ability to solicit business requirements, develop a technical sales strategy, configure and effectively demonstrate the solutions that address these requirements and provide business value.

We are looking for a dynamic and adaptable Account Solution Engineer to partner with our key clients across Financial Services (including Banking, Insurance or Health Insurance, Wealth Management, and Commodity Trading) and the Public Sector, specifically focusing on Transportation and Utility Companies.

In this pivotal, customer-facing role, you will be the bridge between our customers' biggest business challenges and the innovative power of the Salesforce platform, with a strong focus on integrating AI and agentic capabilities. You will be responsible for understanding customer goals, designing transformational Salesforce and AI solutions, and presenting a compelling vision to senior business and IT leaders.

If you are a consultative problem-solver with a knack for crafting a clear customer journey, and you love showing how Salesforce's AI innovations can radically improve business outcomes, this is your opportunity to attract and enable the AI talent within our clients.

What You Will Do: Your Impact

• Solution Architect & Designer: Work closely with your assigned Account Managers to lead discovery sessions to uncover client needs and craft tailored Salesforce solutions, leveraging the Salesforce Platform, Industry Solutions like Financial Services Cloud, and Generative AI and Agentforce capabilities to align perfectly with their business objectives.
• Customer Engagement & Vision: Bring Salesforce to life! Deliver engaging, customized demonstrations, prototypes, and presentations that showcase how humans and AI agents work together to drive efficiency and innovation for client personas, including C-level executives.
• Strategic Roadmap Creation: Build and articulate clear customer journey strategies and IT roadmaps, demonstrating how Salesforce's AI-powered platform delivers measurable business value and ROI.
• Cross-Industry Consulting: Apply your understanding of Financial Services and Public Sector challenges to position Salesforce as the best solution for AI-driven transformation in areas like customer service, risk management, and field operations.
• Sales Cycle Support: Work closely with the Account Executives to support the sales process by developing strong business cases, responding to customer requests, and building impactful demo environments that feature AI solutions.
• Thought Leadership: Guide large enterprises on CRM and Agentic Workforce Transformation, becoming a trusted advisor who helps them adopt AI and unlock new levels of customer success using the Salesforce ecosystem.
• Collaboration: Partner with client Business and IT teams to identify challenges and build creative, out-of-the-box solutions on the platform.
• Territorial Engagement: Travel as required for high-impact client meetings and workshops.

🔑 Desired Skills & Experience

We are seeking individuals who understand the why behind the technology, focus on the business outcome and are able to translate this into convincing messaging for our clients.

Required Experience

• Experience: 5+ years of experience in a customer-facing role like Pre-Sales Consultant, Solution Engineer, or Customer Success, ideally supporting large enterprise accounts.
• Industry Focus: Proven experience or familiarity within Financial Services (Banking, Insurance, Fintechs, Wealth/Asset Management, or Commodity Trading) AND/OR the Public Sector, specifically with Transportation or Utility companies.
• Business Acumen: Strong ability to connect customer needs to solutions, develop compelling customer journey maps, and justify the ROI for business-focused investments.
• Communication: Exceptional verbal, written, and presentation skills, with comfort engaging senior and C-level stakeholders.
• Team Player: Ability to work collaboratively as part of a sales team to solve complex problems and deliver a unified customer experience.
• High Velocity: Proven capacity to stay productive and effective in high-intensity, fast-moving settings.

Preferred Experience and Skills

• AI/Innovation Mindset: Understanding of core AI concepts (e.g., Generative AI, LLMs, Agents) and how they drive business value.
• Salesforce Certified: Active Salesforce Certifications (e.g., AgentForce Badges, Sales Cloud, Service Cloud, Financial Services Cloud, Platform App Builder) are a significant advantage.
• Platform Expertise: Prior experience as a Salesforce Solution or Sales Engineer, or a strong background implementing, configuring, or demonstrating Salesforce solutions.

At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at Salesforce and explore our benefits.

Salesforce.com and Salesforce.org are Equal Employment Opportunity and Affirmative Action Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.

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Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

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Posting Statement

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