Principal Solution Engineer
Core
Strategic advisor guiding enterprise financial services clients (banking, insurance) through digital transformation and AI adoption using Salesforce solutions.
Role type
Principal Solution Engineer (Financial Services)
Builds
Salesforce go-to-market strategies, industry demos, and solution concepts for high-value enterprise deals.
Domain
Financial Services (Banking & Insurance) + AI/Agentic Technologies
Deliverable
product features
Required skills
Financial Services industry expertise, AI/Agentic technology fluency, complex deal leadership, executive stakeholder alignment, solution architecture, strategic thought leadership
Preferred skills
Salesforce Financial Services Cloud experience, enablement/mentorship experience, hands-on experience with Salesforce Agentforce or Einstein
Technologies
Salesforce, Agentforce, Einstein
Responsibilities
Develop go-to-market assets and POVs for the FSI vertical, lead end-to-end technical sales cycles for strategic accounts, design tailored demos and solution concepts for executives, serve as internal champion for AI adoption, mentor the broader Solution Engineering team
Seniority
Principal, strategy & mentorship
