Sales Engineer - Financial Services

This role 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). You partner with Sales to help customers feel confident to buy, confident to build and confident to operate.

Responsibilities:

• Lead discovery with banking and wealth leaders to define the business problem, quantify the value and return on investment with business value teams, and recommend practical next steps.
• Build and present tailored demos and prototypes for multiple personas, such as financial advisors, loan officers, relationship managers and executives, showing a clear path to value across Salesforce products.
• Act as a trusted advisor to senior business and technology leaders. Evaluate solution options, understand the customer's architecture and drive consensus on future-state roadmaps.
• Coordinate architects, forward deployed engineers, partners and product teams, hand off cleanly, and contribute reusable assets and customer stories.
• Ability to travel based on territory alignment and region.

Required Qualifications:

• Hands-on experience with agentic coding tools , Claude Code, Cursor, Codex, Agentforce Vibes.
• Real depth and perspectives on AI/data architecture , RAG pipelines, grounding strategies, agentic governance, and hybrid human+autonomous enterprise design.
• Fluency in Headless + composable architecture , specifically Headless CRM / Data 360 messaging.
• Hands-on experience with the Salesforce platform and its AI, data and industry products, including a minimum of three active Salesforce certifications.
• 6+ years of pre-sales experience as a solution or sales engineer at Salesforce, another CRM or enterprise software company, or a consultancy.
• Knowledge of related applications, relational database and web technology.
• Proven ability to connect product capabilities to business outcomes, quantify value and tie it to the customer's goals, with strong presentation and storytelling skills.
• B.S., M.S. or PhD in Computer Science, Software Engineering, MIS or equivalent relevant experience required.

Preferred Qualifications:

• Experience selling to or working with banking or wealth management clients.
• Agentblazer Legend status (2026).
• Financial Services credibility , understanding of the regulatory landscape (SOX, FINRA, SEC).
• Experience partnering with architects, business value teams and implementation partners in a fast-moving, agile sales team.

The typical base salary range for this position is $134,750 - $180,250 annually. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range for this role in those locations is $148,190 - $198,170 per year.