Principal Solution Engineer - Financial Services, Banking
Core
Senior individual contributor partnering with Account Executives and customers to shape AI and CRM strategies for UK banking institutions, focusing on risk management, operational change, and customer engagement.
Role type
Principal Solution Engineer (Financial Services)
Builds
Solution strategies, executive demos, rapid prototypes, and proof of concepts connecting Salesforce's platform to banking priorities.
Domain
Financial Services / Banking / AI / CRM
Deliverable
client delivery
Required skills
Enterprise technology architecture, UK regulatory context (FCA, PRA, Basel III/IV, Consumer Duty, DORA), C-level engagement, AI in enterprise banking, complex enterprise buying processes, financial services industry experience (banking), pre-sales or implementation experience.
Preferred skills
UK banking workflows (KYC/AML, loan origination, treasury), agentic AI tools (Claude Code, Cursor, Agentforce), Salesforce Financial Services Cloud/Data Cloud/Agentforce, open banking architectures, reusable asset creation.
Technologies
Salesforce Agentforce, Salesforce Financial Services Cloud, Salesforce Data Cloud, Claude Code, Cursor, APIs, cloud platforms, data infrastructure.
Responsibilities
Lead technical and business discovery across complex enterprise banking accounts; Build trusted partnerships with Sales; Shape and deliver solution strategies; Build and demonstrate solutions via demos or prototypes; Develop AI and data points of view for banking; Navigate the enterprise buying process; Respond to RFPs and RFIs; Orchestrate internal resources; Contribute to the SE community.
Seniority
Principal, hands-on IC
