Specialist Solution Engineer

Salesforce•Palo Alto, NY
•Hybrid

About The Position

Salesforce is seeking an Analytics Specialist Solution Engineer (Tableau) to support their Consumer Business Services (CBS) vertical. This role involves collaborating with customers, sales teams, product teams, and professional services to drive the technical sale of products and demonstrate business value. The Solution Engineer will be responsible for understanding customer needs, developing technical sales strategies, configuring and demonstrating solutions, and incorporating analytics and AI concepts into comprehensive visions across the Salesforce platform. The ideal candidate has a passion for solving complex business problems with analytics and AI, and experience with Salesforce, AI, Tableau, and/or CRM Analytics/Tableau Next is required. This role is open to candidates nationwide, with a preference for those in the Central and Eastern time zones, and offers both fully remote and hybrid work arrangements. Occasional travel may be required.

Requirements

  • B.S. in Computer Science, Software Engineering, MIS, Data Science, or equivalent relevant experience (experience evaluated on core competencies — extracurricular leadership, military experience, volunteer roles, work experience, etc.).
  • Hands-on experience with Tableau, CRM Analytics, or Tableau Next; familiarity with data visualization, dashboarding, and self-service analytics best practices.
  • Knowledge of related applications, relational databases, and web technology.
  • Solid oral, written, presentation, collaboration, and interpersonal communication skills.
  • Ability to work as part of a team to solve technical problems in varied organizational and political environments.
  • Strategic problem solver comfortable engaging technical, business, and executive audiences.
  • Willingness and ability to travel occasionally for customer engagements and team events.

Nice To Haves

  • Previous experience as a solution/sales engineer/consultant for a CRM, analytics, or BI company, or in a similar customer-facing technical role.
  • Experience building with AI tools (Claude, Cursor, ChatGPT, MeshMesh, etc.) as these as an expanding portion of our demo toolkit.
  • Salesforce Certifications (including Tableau Certifications).
  • Familiarity with AI/ML fundamentals and how analytics platforms surface AI-driven insights (e.g., Einstein, agentic AI, predictive analytics).
  • Experience with SQL and data modeling across structured and semi-structured data.
  • Basic programming/scripting experience (Python, HTML, JavaScript, or similar).
  • Experience with design thinking, persona-based discovery, or workshop facilitation techniques.

Responsibilities

  • Play a pivotal role in aligning innovative solutions to technology challenges within complex CBS accounts, partnering with clients and collaborating with internal team members to drive consensus on multi-product technology solutions across Salesforce's product lines, with a primary focus on the Analytics portfolio.
  • Handle business development, operations strategy, and product demonstrations as a trusted advisor for innovative solutions.
  • Define ambiguous business problems through research and assessment, drive innovative ideas, and recommend practical next steps.
  • Focus client decision-making by evaluating solutions and driving stakeholder consensus; help build decision frameworks that deliver ongoing value.
  • Demonstrate connected, data-driven experiences through software demos and rapid prototyping with Salesforce and Tableau.
  • Build customized solutions and demonstrations for multiple personas, showing how platforms accelerate strategy and deliver value.
  • Understand and advise on customer data and analytics architecture as it relates to Salesforce and Tableau solutions.
  • Participate in all appropriate product, sales, and procedural training and certifications to maintain the knowledge needed to be effective in the role.

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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