Senior Salesforce Solution Engineer - Horizontal

FormativGroup • White Plains, NY

44d • $155,000 - $175,000 • Remote

About The Position

FormativGroup is seeking a Senior Solution Engineer who is a consultative Salesforce expert capable of transforming complex financial-services challenges into practical solutions. This role is a senior individual contributor responsible for partnering with Account Executives, Industry SMEs, Alliance teams, and Delivery leaders to shape winning Salesforce transformation opportunities. The position bridges business process and technology by understanding client operations, identifying improvement opportunities, and designing Salesforce solutions that deliver measurable business value. The ideal candidate possesses strong consultative skills, deep Salesforce expertise, and sound judgment to balance business outcomes, user experience, implementation complexity, and long-term maintainability. FormativGroup is anticipating future openings and is proactively connecting with talented individuals who wish to be considered.

Requirements

• 7+ years in Solution Engineering, enterprise consulting, solution architecture, or a comparable customer-facing role.
• Demonstrated success supporting enterprise Salesforce transformation initiatives and complex consulting pursuits.
• Strong understanding of Salesforce platform capabilities, including Sales Cloud, Service Cloud, Experience Cloud, Data Cloud, Agentforce, and integration patterns.
• Ability to analyze business processes and translate requirements into practical solution designs.
• Outstanding facilitation, presentation, communication, and executive engagement skills.
• Strong collaboration skills with Sales, Industry SMEs, Alliances, Delivery, and Executive Leadership.
• Salesforce certifications required or strongly preferred; AI and Data Cloud certifications are a plus.
• Applicants must be authorized to work for any employer in the United States.
• Candidates must reside in one of the following locations: AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TN, TX, VA, WI, or Washington, DC.

Nice To Haves

• Consultative and business-process oriented
• Balances business value with technical excellence
• Exercises sound judgment and avoids unnecessary complexity
• Excellent communicator with executive presence
• Collaborative, curious, and team-oriented
• Thrives in a fast-paced, entrepreneurial consulting environment

Responsibilities

• Partner with Account Executives throughout the sales cycle to qualify opportunities, shape technical strategy, and support pursuit execution.
• Lead discovery sessions to understand current-state business processes, user needs, operational challenges, and desired business outcomes.
• Collaborate with Industry SMEs to translate strategic business objectives into practical Salesforce solution approaches.
• Analyze business processes, identify improvement opportunities, and recommend solution alternatives while clearly articulating business and technical tradeoffs.
• Design scalable solution approaches leveraging Salesforce, Agentforce, Data Cloud, Experience Cloud, Sales Cloud, Service Cloud, and modern integration patterns.
• Develop compelling demonstrations, prototypes, proof-of-concepts, and executive presentations tailored to client-specific business scenarios.
• Partner with sales leadership to develop technical win strategies and differentiate Formativ throughout the sales cycle.
• Lead the technical portions of proposals, RFPs, RFIs, Statements of Work, and client presentations.
• Work closely with Delivery leaders and Solution Architects to ensure proposed solutions are practical, implementable, and aligned with delivery best practices.
• Contribute to reusable demonstrations, reference architectures, solution assets, and presales collateral.
• Capture insights from customer engagements to help improve offerings, sales plays, and solution assets.
• Maintain current Salesforce certifications and continuously expand expertise in Salesforce AI capabilities and emerging platform technologies.

Benefits

• medical
• dental
• vision
• 401(k)
• paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed