Principal Solution Engineer - Strat FINS
Core
Lead interactive AI workshops and build proof-of-concept solutions for major financial services organizations using Salesforce AI Agents and agentic architectures.
Role type
Principal Solution Engineer (AI/Agentic Systems)
Builds
Proof of concepts and prototype solutions for financial services clients
Domain
Financial Services (Banking, Wealth Management, Insurance) + Generative AI
Deliverable
product features
Required skills
Large language models, prompt design, retrieval-augmented generation (RAG), autonomous agent architectures, low-code/pro-code AI builders, Agentforce, complex development org operations, banking/wealth management/insurance domain knowledge, ROI analysis
Preferred skills
Executive stakeholder presentation, narrative storytelling, workshop facilitation
Technologies
Salesforce, AI CRM, Agentforce, RAG
Responsibilities
Lead interactive AI and Agentforce workshops for executive stakeholders, Design and build proof of concepts in development orgs and customer sandbox environments, Partner with customer technical and business teams to co-create prototype solutions, Explain complex AI architectures and agentic use cases to senior financial leaders
