Salesforce
Financial Services
PrincipalSolutionEngineer
Neural analysis suggests this role is
optimal for Lead candidates.
“Principal Solution Engineer at Salesforce. Skills: Solution Discovery & Design, Customer Engagement, Strategic Roadmaps, Business & Technical Consulting, Solution Selling, Client Collaboration, Thought Leadership, Territorial Engagement, cloud computing, CRM, marketing automation. Understand client needs through targeted discovery craft tailored Salesforce solutions aligned with business objectives. Demonstrate Salesforce capabilities via live demos, prototypes, and presentations to various clie”
What You'll Achieve.
craft tailored Salesforce solutions aligned with business objectives; deliver transformational pitches that showcase Salesforce’s value; articulate benefits to stakeholders; drive transformative solutions; accelerate your impact
Industry & Context.
Travel as required for client meetings and workshops
What They're Looking For.
Must Have
12+ years in IT, consulting, or technology sales/implementation, Proven experience in pre-sales or solution delivery within Financial Services (Banking, Insurance, Fintechs, NBFCs, Wealth/Asset Management), ability to develop and present customer journey maps, use case demos, and solutions aligned with industry needs, In-depth understanding of the financial industry's key metrics, customer engagement processes, and ROI justification, Expertise in cloud computing, CRM, marketing automation, and related technologies, Exceptional verbal, written, presentation, and interpersonal skills, Experience working with large enterprise clients and engaging at the C-level
Nice to Have
Salesforce Certifications (e. g. , SalesCloud, ServiceCloud, Financial Services Cloud), Prior experience as a Salesforce Solution or Sales Engineer in a CRM or similar tech environment
What You'll Do.
Understand client needs through targeted discovery craft tailored Salesforce solutions aligned with business objectives
Demonstrate Salesforce capabilities via live demos
and presentations to various client personas
Build and articulate clear customer journey strategies and IT roadmaps
highlighting Salesforce’s value proposition
Lead cross-functional teams to develop comprehensive solutions and articulate benefits to stakeholders
Support sales cycles with RFx responses
Partner with Business and IT teams
and build out-of-the-box innovative solutions
Guide large enterprises on digital transformation
leveraging Salesforce for customer success
How You'll Work.
Team & Collaboration
Lead cross-functional teams to develop comprehensive solutions and articulate benefits to stakeholders; Partner with Business and IT teams, uncover challenges, and build out-of-the-box innovative solutions
Communication Scope
verbal; written; presentation; interpersonal
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. About Salesforce Salesforce, the Customer Company, inspires the future of business with AI, Data, and CRM. We help companies innovate, connect, and grow, empowered by our core values. We believe in business as a platform for positive change, combining success with purpose. Join us to shape the future of customer engagement and drive transformative solutions. Role Overview We are seeking a dynamic Lead Solution Engineer to collaborate with our leading Financial Services clients in Mumbai. This role is pivotal in crafting innovative customer engagement strategies, demonstrating Salesforce’s platform capabilities, and translating complex business needs into impactful solutions. You will engage with senior stakeholders, including C-level executives, to create roadmaps and deliver transformational pitches that showcase Salesforce’s value. Key Responsibilities Solution Discovery & Design: * Understand client needs through targeted discovery sessions; craft tailored Salesforce solutions aligned with business objectives. * Customer Engagement: Demonstrate Salesforce capabilities via live demos, prototypes, and presentations to various client personas. * Strategic Roadmap
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