Analytics Specialist SE (Commercial FINS & Canada) - Lead Solution Engineer
Core
Lead Solution Engineer driving the technical sale of Salesforce Analytics and Tableau solutions for Commercial clients in Financial Services (AMER) and Canada.
Role type
Senior IC Solution Engineer (Sales)
Builds
Salesforce Analytics and Tableau product demonstrations, POCs, and strategic IT roadmaps for enterprise clients.
Domain
Financial Services / CRM & Analytics
Deliverable
product features
Required skills
Tableau, relational databases, web technologies, executive storytelling, business problem solving, cross-functional orchestration
Preferred skills
Salesforce certifications (CRMA, D360, Agentforce), Tableau Cloud/Server/Next experience, basic HTML programming, AI tools knowledge
Technologies
Salesforce CRM Analytics, Tableau Cloud, Tableau Server, Tableau Next, Agentforce
Responsibilities
Solicit business requirements and develop technical sales strategies; deliver executive-level software demonstrations and POCs; define customer journey strategies and long-term IT roadmaps; orchestrate cross-functional solution guides; position Salesforce solutions to achieve business objectives.
Seniority
Senior, hands-on IC with sales strategy