Lead Solution Engineer (Salesforce AI/Financial Services)

Quick Facts

• Job Category: Sales

• Role: Lead Solution Engineer for Financial Services accounts

Description

This role aligns innovative strategies to technology solutions for complex Financial Services accounts, leading early discovery through technical validation, prototypes, and deal strategy. You create tailored AI-driven demos and POCs using Salesforce’s AI capabilities (including Agentforce, Data Cloud, Core CRM, and Slack) to map platform features to measurable business outcomes. You act as a trusted advisor to business and technology leaders, coordinating stakeholders to drive consensus on future-state roadmaps.

Responsibilities

• Lead discovery with banking and wealth leaders to define business problems, quantify value/ROI, and recommend next steps.

• Build and present tailored demos and prototypes for multiple personas (e.g., financial advisors, loan officers, relationship managers, executives).

• Advise senior business and technology stakeholders on solution options and future-state roadmaps.

• Coordinate architects, forward deployed engineers, partners, and product teams; hand off cleanly and contribute reusable assets/customer stories.

Requirements

• 6+ years of pre-sales experience as a solution or sales engineer.

• Hands-on use of agentic coding tools (Claude Code, Cursor, Codex, Agentforce Vibes) to produce custom demos and POCs.

• Deep knowledge of AI/data architecture: RAG pipelines, grounding, agentic governance, hybrid human+autonomous design.

• Fluency in Headless and composable architecture, especially Headless CRM/Data 360 messaging for KYC/AML, loan origination, and wealth use cases.

• Hands-on Salesforce platform experience with AI, data, and industry products; minimum three active Salesforce certifications.

• Knowledge of relational databases and web technology; can interpret architecture diagrams and data movement.

• Ability to connect product capabilities to business outcomes and quantify value with strong presentation/storytelling.

• BS/MS/PhD in Computer Science, Software Engineering, MIS, or equivalent experience.

• Travel as required by territory alignment.

Benefits

• Time off programs, medical, dental, vision, mental health support.

• Paid parental leave.

• Life and disability insurance.

• 401(k) and employee stock purchasing program.