Strategic Solution Engineer - Financial Services

Salesforce • Boston, MA

1d • $134,750 - $210,910

About The Position

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Sales Job Details About Salesforce Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all. Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce. Overview Are you ready to help design the future of the world’s most influential financial institutions? Salesforce is looking for a Strategic Solution Engineer to join our elite team. In this role, you aren’t just selling software; you are a visionary technologist helping the largest financial institutions transition from legacy systems to Autonomous Enterprises. From reimagining the retail banking experience with Agentforce to powering institutional wealth management with real-time Data Cloud insights, you will be the lead engineer behind the solutions that power the global economy. The SE world is a dynamic, constantly evolving environment where expertise in design, business consulting and technology is used every day to drive innovation. The Solution Engineer must have 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 solutions that address these requirements and provide business value. Typical Day of a Financial Services Solution Engineer: Partner with Account Executives to identify high-impact "Jobs to be Done" where Agentforce can provide 24/7 support for banking clients. Facilitate discovery sessions focused on Data Cloud integration, showing customers how to turn "dark data" into actionable insights using the Salesforce Metadata Framework. Build and present differentiated demonstrations that showcase Generative AI and Predictive Analytics working in tandem to increase "Wallet Share" and reduce "Churn." Collaborate with Product and Professional Services to ensure that the vision you sell today is technically viable for the global scale of a Tier 1 bank tomorrow. Responsibilities 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 and C-level client contacts 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 executive level product demonstrations. This person must assume the role of trusted advisor for driving innovative solutions forward while also improving business performance. Business Problem Solving: Take ambiguous and sophisticated business problems and using research and business assessment capabilities, define the problem, drive innovative ideas, define the opportunity set, and recommend practical next steps. Innovation Management: Bring focus to a client's decision making process by communicating and evaluating solution options, and driving consensus among key collaborators. In some instances, we help our clients develop new decision frameworks and governance processes that continue to deliver value far beyond a particular engagement. Connect Experiences: Demonstrate through software demos and rapid prototyping how connected experiences come to life with The Salesforce Solutions. This includes the delivery of executive level software demonstrations, construction of future state customer journey strategies, and developing long term IT roadmaps. "Solutioning" is fundamental to the SE role. It is important to realize that a component of the responsibilities will include assisting 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 in live product demonstrations to validate. These Solutions will use all of the Salesforce technologies to address the core challenges and objectives that are uniquely identified for each customer. Discover the customer's business needs, and position the best Salesforce solution to achieve those business objectives Build and present customized solutions and demonstrations focused on Salesforce products to multiple customer personas showing how Salesforce will accelerate their business strategies and a path to value. Convey a deep understanding of the customer's architecture as it pertains to Salesforce's solutions Orchestrate and lead cross-functional solutions guides, and align them to the opportunity strategy Develop and deliver the story of the customer experience aided by Salesforce technologies Participate 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.

Requirements

• 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.)
• Knowledge of related applications, relational database 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 political environments
• Minimum of 5 years of professional experience
• Minimum of 2 years in executive facing, pre-sales roles

Nice To Haves

• Salesforce Certifications
• Previous experience as a solution/sales engineer for a CRM company or similar technology

Responsibilities

• Take ambiguous and sophisticated business problems and using research and business assessment capabilities, define the problem, drive innovative ideas, define the opportunity set, and recommend practical next steps.
• Bring focus to a client's decision making process by communicating and evaluating solution options, and driving consensus among key collaborators. In some instances, we help our clients develop new decision frameworks and governance processes that continue to deliver value far beyond a particular engagement.
• Demonstrate through software demos and rapid prototyping how connected experiences come to life with The Salesforce Solutions. This includes the delivery of executive level software demonstrations, construction of future state customer journey strategies, and developing long term IT roadmaps.
• Assist 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 in live product demonstrations to validate.
• Discover the customer's business needs, and position the best Salesforce solution to achieve those business objectives
• Build and present customized solutions and demonstrations focused on Salesforce products to multiple customer personas showing how Salesforce will accelerate their business strategies and a path to value.
• Convey a deep understanding of the customer's architecture as it pertains to Salesforce's solutions
• Orchestrate and lead cross-functional solutions guides, and align them to the opportunity strategy
• Develop and deliver the story of the customer experience aided by Salesforce technologies
• Participate 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.

Benefits

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

What This Job Offers

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