Lead Solution Engineer
Core
Lead Solution Engineer collaborating with Financial Services clients to craft innovative customer engagement strategies, demonstrate Salesforce platform capabilities, and translate complex business needs into impactful solutions.
Role type
Senior IC solution engineer (pre-sales)
Builds
Tailored Salesforce solutions, customer journey strategies, IT roadmaps, and transformational pitches for Financial Services clients.
Domain
Financial Services (Banking, Insurance, Fintechs, Wealth/Asset Management) + CRM/AI
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Solution discovery and design, customer engagement via demos/prototypes, strategic roadmap creation, business and technical consulting, solution selling (RFx/ROI), client collaboration with C-level executives, thought leadership on digital transformation
Preferred skills
Salesforce certifications (SalesCloud, ServiceCloud, Financial Services Cloud), prior experience as Salesforce Solution or Sales Engineer
Technologies
Salesforce platform, cloud computing, CRM, marketing automation
Responsibilities
Conduct targeted discovery sessions to understand client needs; deliver live demos and presentations to various client personas; build and articulate customer journey strategies and IT roadmaps; lead cross-functional teams to develop comprehensive solutions; support sales cycles with RFx responses, business cases, and ROI analyses; partner with Business and IT teams to build innovative solutions; guide large enterprises on digital transformation
Seniority
Senior, hands-on IC
