Lead Account Solution Engineer
Core
Lead a pre-sales solution engineering effort for Financial Services clients, translating complex business needs into Salesforce platform strategies and roadmaps.
Role type
Lead Solution Engineer (Pre-sales)
Builds
Customer engagement strategies, IT roadmaps, and tailored Salesforce solutions for Financial Services enterprises.
Domain
Financial Services (Banking, Insurance, Fintechs, Wealth/Asset Management) + CRM
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Solution discovery and design, customer journey mapping, pre-sales consulting, ROI analysis, cloud computing expertise, CRM architecture, C-level stakeholder management, financial industry metrics knowledge
Preferred skills
Salesforce certifications (SalesCloud, ServiceCloud, Financial Services Cloud), prior Salesforce Solution/Sales Engineer experience
Technologies
Salesforce CRM, Cloud computing platforms, Marketing automation tools
Responsibilities
Conduct solution discovery sessions to understand client needs; deliver live demos and prototypes to various client personas; build and articulate strategic roadmaps and customer journey strategies; support sales cycles with RFx responses, business cases, and ROI analyses; partner with Business and IT teams to develop innovative solutions; guide large enterprises on digital transformation; travel for client meetings and workshops.
Seniority
Senior, hands-on IC with strategic leadership