Principal, Specialist Analytics SE

Salesforce•San Francisco, CA

13d•Hybrid

About The Position

Salesforce is seeking a Principal, Specialist Analytics SE to join their Analytics Solution Engineering team, supporting the Commercial business across AMER (Financial Services) and Canada (all industries). This role involves collaborating with customers, Sales, Product, and Professional Services to drive the technical sale of Analytics and Tableau solutions. The Solutions Engineer will engage across the entire customer lifecycle, turning data into action and helping customers connect with their own customers in new ways. This is a role for someone naturally curious, adaptable, and passionate about AI and our agentic future. The ideal candidate balances technical depth with sales strategy and is comfortable presenting to a data analyst and a C-suite executive. The Analytics Solution Engineering team is a dynamic, constantly evolving world where design, business consulting, and technology expertise drive innovation every day. The Salesforce Analytics platform is a key innovation driver in the Agentic world, and is as much a philosophy as it is an amazing suite of tools, including Tableau and CRM Analytics. They enable people to transform data into something visual and understandable, empowering them to make important decisions based on those insights. The core values of trust, customer success, innovation, equality, and sustainability guide all actions. The ideal candidate is a challenger, naturally curious, and has a strong desire to demonstrate their technical and/or sales skills, including the ability to solicit business requirements, develop a technical sales strategy, configure and successfully demonstrate the Salesforce Analytics solutions that address these requirements and provide business value through compelling storytelling.

Requirements

Knowledge of Tableau or similar applications, relational database and web technology
Exceptional oral, written, presentation, collaboration, interpersonal and communication skills
Ability to be adaptable and work as part of a team to solve technical problems in a dynamic and fast-moving industry
Minimum of 4 years of professional experience
B.S. Computer Science, Software Engineering, MIS or equivalent relevant experience required.
Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)

Nice To Haves

Previous work experience as a solution/sales engineer, consultant, or data analyst
Current Salesforce (CRMA, D360, Agentforce) and Tableau Certifications
Direct experience with Salesforce CRM Analytics and/or Tableau Cloud/Server/Next
Basic programming experience in HTML and other web based technologies
Knowledge and experience working with AI tools and technology

Responsibilities

Plays a pivotal role in the sales process by aligning innovative strategies to technology solutions within complex accounts through masterful storytelling.
Partners with clients and collaborates with internal team members and C-level client contacts to drive consensus on multi-product technology solutions across the various Salesforce product lines.
Works on a wide array of assignments including business development, operations and IT strategies, as well as executive level product demonstrations.
Assumes the role of trusted advisor for driving innovative solutions forward while also improving business performance.
Takes ambiguous and sophisticated business problems and uses research and business assessment capabilities, defines the problem, drives innovative ideas, defines the opportunity set, and recommends practical next steps.
Brings focus to a client's decision making process by communicating and evaluating solution options, and driving consensus among key collaborators.
Helps clients develop new decision frameworks and governance processes that continue to deliver value far beyond a particular engagement.
Demonstrates through software demos and rapid prototyping how connected experiences come to life with The Salesforce Solutions.
Includes the delivery of executive level software demonstrations, construction of future state customer journey strategies, and developing long term IT roadmaps.
Assists the customer, Account Executive and Professional Services team with the discovery, analysis and ultimately the recommendation of strategic solutions for the customer by delivering transformational pitches based on live product demonstrations to validate.
Uses all of the Salesforce technologies to address the core challenges and objectives that are uniquely identified for each customer.
Discovers the customer's business needs, and positions the best Salesforce solution to achieve those business objectives.
Builds and presents customized solution demonstrations and POCs focused on Salesforce products to multiple customer personas showing how Salesforce will accelerate their business strategies and a path to value.
Conveys a deep understanding of the customer's architecture as it pertains to Salesforce's solutions.
Orchestrates and leads cross-functional solutions guides, and aligns them to the opportunity strategy.
Develops and delivers the story of the customer experience aided by Salesforce technologies.
Participates in all appropriate product, sales, and procedural training and certifications to acquire and maintain the knowledge vital to be effective in the position.
Ability to travel based on territory alignment and region (up to 50%)