Lead/Principal Solution Engineer - Financial Services

2 Months ago • 12 Years + • Business Development

Job Summary

Job Description

Salesforce seeks a Lead/Principal Solutions Engineer for their Financial Services sector in Chennai. This expert will craft groundbreaking customer engagement roadmaps, demonstrating Salesforce applications and the platform to enterprise clients. Responsibilities include providing thought leadership in digital transformation, conducting discovery sessions, building innovative solutions, creating solution presentations and prototypes, developing roadmaps, presenting business value to executives, responding to RFPs/RFIs, collaborating effectively as a team member, and demonstrating cloud application integration knowledge. The role requires leading multiple customer engagements concurrently and exhibiting self-motivation and initiative.
Must have:
  • 12+ years IT experience in pre-sales or implementation of customer engagement solutions
  • Financial services experience (Banks/insurance/fintechs/NBFCs)
  • Demonstrate customer engagement solutions, understand and drive use cases
  • Business analysis, business case/ROI construction
  • Sophisticated solution selling to enterprise clients in Financial Services
  • Excellent presentation and communication skills

Job Details

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Sales

Job Details

About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

We have an outstanding opportunity for an expert Lead/Principal Solutions Engineer to work with our outstanding Financial Services customers in crafting ground-breaking customer engagement roadmaps demonstrating the Salesforce applications and platform in Chennai, India! The successful applicant will have a track record of working with financial services organisations in driving business outcomes through technology solutions, with experience in engaging at the C-level with Business and Technology groups.


Specific Responsibilities:
 

  • Provide thought leadership in how large enterprise organisations can drive customer success through digital transformation.

  • Ability to uncover the challenges and issues a business is facing by running successful and targeted discovery sessions and workshops.

  • Be an innovator who can build new solutions using out-of-the-box thinking.

  • Engage with business users to build solution presentations, demonstrations and prototypes.

  • Build roadmaps that clearly articulate how partners can implement and accept solutions to move from current to future state.

  • The ability to authoritatively present and articulate the business value to managers and executives of all levels.

  • Deliver functional and technical responses to RFPs/RFIs.

  • Work as an excellent teammate by chipping in, learning and sharing new knowledge.

  • Demonstrate a conceptual knowledge of how to integrate cloud applications to existing business applications and technology.

  • Lead multiple customer engagements concurrently.

  • Be self-motivated, flexible, and take initiative.



Required Skills:
 

  • Degree or equivalent relevant experience required. Experience will be evaluated based on the core proficiencies or the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)

  • Relevant 12+ Yrs of experience in the IT Industry, either pre-sales or implementation of customer engagement solutions, supporting the sales cycle in selling CRM or high value business solutions.

  • Strong focus and experience in pre-sales or implementation in financial services industry (Banks/insurance/fintechs/NBFCs) is required

  • Experience in demonstrating Customer engagement solution, understand and drive use cases, customer journeys, ability to draw ‘Day in life of’ across different LOBs in the financial services industry

  • Knowledge on Key critical metrics supervised in financial industry from a customer engagement perspective

  • Business Analysis/ Business case/return on investment construction.

  • Experience in sophisticated solution selling to Enterprise customers within the Financial Services industry.

  • A broad understanding of and ability to articulate the benefits of Cloud Computing, SFA, Service & Support, Marketing and Mobile solutions.

  • Strong verbal and written communications skills with a focus on needs analysis, positioning, business justification, and closing techniques.

  • Outstanding presentation and demonstration skills.

Accommodations

If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.

Posting Statement

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 www.equality.com and explore our company benefits at www.salesforcebenefits.com.

Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. 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. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce.

Salesforce welcomes all.

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