Description
We are seeking a dynamic Lead Solution Engineer to collaborate with our leading Financial Services clients. This role is pivotal in crafting innovative customer engagement strategies, demonstrating Salesforce’s platform capabilities, and translating complex business needs into impactful solutions.
Responsibilities:
- Solution Discovery & Design: Partner with Business and IT teams through targeted discovery sessions to uncover challenges and craft tailored, innovative Salesforce solutions aligned with business objectives.
- Pre-Sales Engagement & Solution Selling: Demonstrate Salesforce capabilities via live demos, prototypes, and presentations to various client personas; support sales cycles with RFx responses, business cases, and ROI analyses.
- End-to-End Lifecycle & Solution Adoption: Act as a trusted advisor throughout the entire customer journey,seamlessly bridging the gap between pre-sales strategy and post-sale execution.
- Strategic Roadmaps & Thought Leadership: Build and articulate clear customer journey strategies and IT roadmaps, guiding large enterprises on digital transformation and highlighting Salesforce’s value proposition.
- Business & Technical Consulting: Lead cross-functional teams to develop comprehensive solutions and articulate benefits to stakeholders.
Requirements:
- A degree or equivalent, backed by 10+ years of experience in IT, technology consulting, or enterprise software sales and implementation.
- Proven experience in pre-sales or solution delivery specifically within the Financial Services sector (Banking, Insurance, Fintechs, NBFCs, or Wealth & Asset Management).
- The ability to translate complex requirements into compelling customer journey maps, tailored use-case demos, and solutions perfectly aligned with industry needs.
- An in-depth understanding of the financial industry’s key metrics, customer engagement processes, and how to build strong ROI justifications.
- Deep knowledge of Generative AI and Autonomous Agents, coupled with a clear understanding of consumption-based business models.
- Extensive expertise in Cloud Computing, modern CRM platforms, marketing automation, and related enterprise technologies.
- Exceptional verbal, written, and presentation skills, with a strong track record of successfully engaging C-level executives at large enterprise clients.
Nice to Have:
- Salesforce Certifications: Specifically in Agentforce, Data 360, Sales Cloud, Service Cloud, or Financial Services Cloud (FSC).
- Direct Ecosystem Experience: A previous background as a Solution Engineer or Sales Engineer in a Salesforce, CRM, or similar enterprise tech environment.
- SI / Consulting Background: Prior experience working for Tech Consultancies or System Integrators, with a practical focus on technical project implementations.