Specialist SE, Mid Market
Core
Solution Engineer for Salesforce's Global Private Equity & Venture Capital (PE&VC) Practice, acting as a strategic advisor to PE/VC firms and their portfolio companies on multi-cloud solutions.
Role type
Senior Solution Engineer (PE&VC Practice)
Builds
Customized Salesforce multi-cloud solutions (Agentforce, Data360, Sales & Services Cloud, Revenue Cloud) for investment lifecycle management.
Domain
Financial Services (Private Equity & Venture Capital)
Deliverable
production ML models | product features
Required skills
Executive-level discovery and value-framing, complex multi-cloud solution design, portfolio company transformation narratives, cross-functional resource orchestration, thought leadership content development, high-profile event representation, mentorship of SE community, deep expertise in Salesforce PE&VC use cases.
Preferred skills
None explicitly stated as preferred, only required capabilities listed.
Technologies
Agentforce, Data360, Sales Cloud, Service Cloud, Revenue Cloud
Responsibilities
Serve as primary technical and strategic advisor to PE/VC firms and portfolio companies; Lead executive-level discovery conversations with Managing Directors, Operating Partners, CFOs, and CIOs; Design and deliver customized demonstrations and PoCs mapping Salesforce capabilities to investment theses; Drive portfolio company transformation narratives; Collaborate with Relationship Management on account strategy and deal orchestration; Orchestrate cross-functional specialist resources; Develop and maintain deep expertise in Salesforce solutions for PE&VC; Contribute to practice thought leadership; Represent Salesforce at industry events; Mentor broader SE community; Maintain relevant certifications and stay current on product innovations and market trends.
Seniority
Senior, hands-on IC with strategic advisory scope
