Principal Solution Engineer - Financial Services

Salesforce • Toronto, ON

1d • CA$162,890 - CA$212,890

About The Position

The Principal Solution Engineer plays a pivotal role in aligning innovative strategies to technology solutions within complex accounts across the Financial Services vertical (including banking, insurance, wealth management, capital markets, and lending). As a dynamic blend of business consultant and technologist, you will act as the "front door for IT," navigating deeper technical waters to help customers connect with their clients in new ways. Through collaboration with the customer, internal business stakeholders like Account Executives, Solution Engineering peers, Product Management, Product Marketing, and more, you will develop thoughtful solutions and interact with the entire customer lifecycle. You will guide deal strategy by providing deep insight into the technical and business buyers, acting as a trusted advisor who drives innovation and improves business performance.

Requirements

• Bachelor's degree in Computer Science, Software Engineering, MIS, Business Technology.
• 5+ years of professional experience in technology, consulting, solution engineering, sales engineering, software development, business analysis, or related fields.
• Understanding of enterprise software applications, cloud technologies, databases, APIs, and web technologies.
• Strong problem-solving and analytical skills with the ability to simplify complex topics.
• Excellent verbal, written, presentation, and interpersonal communication skills.
• Ability to collaborate effectively across teams and work in fast-paced, customer-facing environments.
• Curiosity and willingness to learn emerging technologies, including AI, automation, and modern cloud platforms.
• Ability to travel as required based on territory alignment.

Nice To Haves

• Experience in a customer-facing technical role such as Solution Engineering, Sales Engineering, Consulting, Architecture, Customer Success, or Software Development.
• Proven experience working as an architect, solution engineer, IT consultant, developer, or similar position in a customer-facing role.
• Industry experience in Financial Services, with an understanding of regulatory requirements, risk mitigation, and security (e.g., SOX, FINRA, SEC) or core concepts like KYC/AML and loan origination.
• Experience working with agentic code solutions (Claude Code, Gemini, NotebookLM, Cursor, Codex, Agentforce Vibes, etc)
• Salesforce Certifications and/or previous experience as a solution/sales engineer for a CRM company.
• Hands-on experience in roles that required building, implementing, or administering enterprise software

Responsibilities

• 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.
• 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. Leverage agentic coding solutions (like Claude Code, Cursor, and more) to bring these custom demos to life.
• 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.

Benefits

• AI agents accelerate your impact so you can do your best.
• Accommodations if you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.
• Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment.
• The base salary hiring range for this position is CAD 162,890 to CAD 212,890 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.

What This Job Offers

• Job Type: Full-time
• Career Level: Principal