Salesforce
Financial Services
PrincipalSolutionEngineer
Neural analysis suggests this role is
optimal for Senior candidates.
“Principal Solution Engineer at Salesforce. Skills: AI, Financial Services, Solution Engineering, Customer Success. Align innovative strategies to technology solutions. Partner with clients”
What You'll Achieve.
Improve business performance
Industry & Context.
Problem-solving skills; Analytical skills; Simplify complex topics
Ability to travel
What They're Looking For.
Must Have
Bachelor's degree in Computer Science, 5+ years professional experience, Understanding of enterprise software, Understanding of cloud technologies, Understanding of databases, Understanding of APIs, Understanding of web technologies, Problem-solving and analytical skills, Excellent verbal communication skills, Excellent written communication skills, Excellent presentation skills, Excellent interpersonal communication skills, Ability to collaborate effectively, Ability to work in fast-paced environments, Ability to work in customer-facing environments, Curiosity and willingness to learn, Ability to travel as required
Nice to Have
Experience in customer-facing technical role, Experience working as an architect, Experience as a solution engineer, Experience as an IT consultant, Experience as a developer, Industry experience in Financial Services, Understanding of regulatory requirements, Understanding of risk mitigation, Understanding of security, Experience working with agentic code solutions, Salesforce Certifications, Previous experience as solution engineer, Previous experience as sales engineer, Hands-on experience building enterprise software, Hands-on experience implementing enterprise software, Hands-on experience administering enterprise software
What You'll Do.
Align innovative strategies to technology solutions
Collaborate with internal team members
Drive consensus on multi-product technology solutions
Work on business development
Work on operations strategies
Work on IT strategies
Perform product demonstrations
Act as trusted advisor
Drive innovative solutions
Improve business performance
Solve sophisticated business problems
Define opportunity set
Recommend practical next steps
Discover customer business needs
Position multi-product solutions
Develop technical Points of View
Develop Data strategy
Run customer-facing workshops
Partner for executing POCs
Demonstrate connected experiences
Build customized solutions
Showcase business strategies
Leverage agentic coding solutions
Evaluate solution options
Drive consensus among C-level collaborators
Drive consensus among IT stakeholders
Lead cross-functional solutions guides
Align guides to opportunity strategy
How You'll Work.
Team & Collaboration
Internal business stakeholders; Account Executives; Solution Engineering peers; Product Management; Product Marketing; Cross-functional solutions guides
Communication Scope
Verbal communication; Written communication; Presentation skills; Interpersonal communication; Executive-level demos; Business-level demos
Full Job Description
_To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts._ Job Category Sales Job Details ****About Salesforce**** Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all. Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce. ****Role Overview**** The Principal Solution Engineer plays a pivotal role in aligning innovative strategies to technology solutions within complex accounts across the Financial Services vertical (including banking, insurance, wealth management, capital markets, and lending). As a dynamic blend of business consultant and technologist, you will act as the "front door for IT," navigating deeper technical waters to help customers connect with their clients in new ways. Through collaboration with the customer, internal business stakeholders like Account Executives, Solution Engineering peers, Product Management, Product Marketing, and more, you will develop thoughtful solutions and interact with the entire customer lifecycle. You will guide deal strategy by providing deep insight into the technical and business buyers, acting as a trusted advisor who drives innovation and improves business performance. ****Key Responsibilities**** * A Solution Engineer plays a pivotal role in aligning innovative strategies to technology solutions within complex accounts. This role focuses on partnering with clients and collaborating with internal team members to drive consensus on mu
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