Lead, Solution Engineer, Commercial (GB) - Financial Services

## Job Title Lead, Solution Engineer, Commercial (GB) - Financial Services ## 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. ## Job Description We are looking for an outstanding Lead Solution Engineer to join our Commercial Solution Engineering team, focused on our Financial Services customer segment. ### What is a Solution Engineer? Also known as a ‘Presales Consultant’, ‘Sales Consultant’, or ‘Sales Engineer’, the Solution Engineer is responsible for owning the solutions throughout the sales cycle and delivering thought leadership to companies to transform their customer’s experience. Solution Engineers are part of the UKI Sales team and are experts who work alongside their colleagues, participate in building our team culture and support their aligned sales team to create AI, Data, and CRM solutions for new prospects and customers. To accomplish this, you should have a strong desire to set the vision translating business objectives into enticing and practical recommendations. The Solution Engineer acts as a trusted advisor to our Financial Services customers (spanning Banking, Insurance, and Wealth Management) while aiding the customer’s transformational journey. In addition to working on sales opportunities and supporting marketing events, you will also get a chance to work on exciting critical initiatives to drive continuous improvement within the Solution Engineering team and to grow your personal profile within Salesforce. We are seeking a candidate who embodies Salesforce’s core values: Trust, Customer Success, Innovation, and Equality. ## Responsibilities - To develop and deliver innovative custom solutions, including solution concepts to key decision makers to address their business issues and needs showing business value - Coordinate and lead the entire solution cycle through close collaboration with other high-performing teams. - Financial Services industry experience, incorporating and developing a point of view based on Salesforce’s Financial Services Cloud (FSC) and broader solutions. - To fully understand and clearly articulate the benefits of Salesforce to customers at every level, examples include; Administration/IT Staff, managers and "C" level executives. - Present compelling Salesforce & partner solutions while supporting relationships with customers and partners. - Display initiative, self motivation and deliver high quality results along with meeting all expectations ## Personal Attributes/Experience - Understanding the unique business and regulatory requirements of customers within the Financial Services ecosystem and translating/presenting those needs into a compelling vision and roadmap for our customers. - Track record of solution engineering, consultancy, delivery or training success for a software solution organisation. We are open to a variety of backgrounds for the role. - Solid oral, written, presentation and interpersonal communication and relationship skills. - Proven time management skills in a dynamic team environment. - Ability to work as part of a team to solve problems in dynamic, energising environments. - Inquisitive, practical and passionate about technology and sharing knowledge. - Likes to be the first to know something and to understand why and how things happen. - Good at searching out information and experimenting, loves to concentrate on a particular topic and to solve puzzles. - Good at explaining ideas and finding ways to keep people’s attention. - Willing and able to travel occasionally - Degree or equivalent proven experience required. Experience will be evaluated based on the core proficiencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.) ## Unleash Your Potential When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world. ## Accommodations If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form. Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options. We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme. We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role. Applicants are welcome to opt-in to the interview scheme as part of the application process. If you would like to apply under the scheme, please click the link to the Accommodations Request Form above and scroll to the UK Disability section.