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Lead Solution Engineer – Financial Services

Solutions EngineerSolutions EngineerFull TimeRemoteSeniorTeam 10,001+Since 1999H1B SponsorCompany SiteLinkedIn

Location

California + 2 moreAll locations: California | Colorado | Texas

Posted

15 days ago

Salary

$134.8K - $180.3K / year

Seniority

Senior

Bachelor Degree5 yrs expEnglishCloud

Job Description

Lead Solution Engineer – Financial Services

Salesforce

• A Solution Engineer plays a pivotal role in aligning innovative strategies to technology solutions within complex accounts. • This role focuses on partnering with clients and collaborating with internal team members to drive consensus on multi-product technology solutions across the various Salesforce product lines. • Solutions Engineers work on a wide array of assignments including business development, operations and IT strategies, as well as product demonstrations. • This person must assume the role of trusted advisor for driving innovative solutions forward while also improving business performance. • Take ambiguous and sophisticated business problems, define the opportunity set, and recommend practical next steps. • You will discover customer business needs, analyze requirements, and ultimately position the best Salesforce multi-product solutions. • Convey a deep understanding of the customer's enterprise architecture. • Evangelize the value proposition of the Salesforce Platform, including Financial Services Cloud, HeadlessCRM, Hyperforce, Data 360, Agentforce, MuleSoft, and Slack, while educating customers on customization and integration possibilities. • Develop technical Points of View (POVs) on the Context Architecture for AI (including RAG, grounding, and real-time data pipelines), Agentic AI Governance, and Hybrid Architecture (human + autonomous enterprise). • Run customer-facing hands-on workshops with customers, and partner together for executing POCs (proof of concepts). • Demonstrate through both executive-level and business-level software demos and rapid prototyping how connected experiences come to life. • Build customized solutions tailored to multiple personas, showcasing how Salesforce will accelerate their business strategies. • Bring focus to a client's decision-making process by evaluating solution options (such as build vs. buy) and driving consensus among key C-level collaborators and IT stakeholders. • Lead cross-functional solutions guides, align them to the opportunity strategy, and share best practices with the broader Solution Engineering community.

Job Requirements

  • B.S. in Computer Science, Software Engineering, MIS, or equivalent relevant experience.
  • Minimum of 5 years of professional experience working in a collaborative team to solve technical problems in varied political environments.
  • Deep knowledge of enterprise software applications, relational databases, web technology, integration principles, and process orchestration.
  • Experience with machine learning concepts (predictive and generative AI), including GenAI usage experience and the ability to evaluate emerging AI/Data technologies.
  • Exceptional executive presence with solid oral, written, presentation, and interpersonal skills to articulate complex topics effectively to both C-suite leaders and technical decision-makers.
  • Willingness and ability to travel based on territory alignment.

Benefits

  • time off programs
  • medical, dental, vision
  • mental health support
  • paid parental leave
  • life and disability insurance
  • 401(k)
  • employee stock purchasing program

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