# Technical and Business Lead - Strategic Italian Financial Services Accounts

**Company**: Salesforce
**Experience**: senior
**Job type**: full-time
**Salary**: EUR 70.425 to EUR 94,200 annually
**Category**: Sales
**Industry**: Finance

**Apply**: https://salesforce.wd12.myworkdayjobs.com/en-US/External_Career_Site/job/Italy---Milan/Lead-Account-Solution-Engineer_JR363590?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_b2305069-e9e

## Description

You are the dedicated technical and business lead for a portfolio of strategic Italian Financial Services accounts. You partner with Account Executives to shape account strategy and turn complex customer challenges into differentiated, value-led solutions. These span Agentforce, Data 360, Financial Services Cloud, Service, Sales, Slack, MuleSoft and Tableau. You are a trusted advisor to C-level, business and IT stakeholders at major Italian banks, insurers and asset managers.

**Key Responsibilities:**

- Co-own account plans and white-space analysis with the AE. Focus on priorities such as customer 360, relationship manager and advisor productivity, digital onboarding, claims and servicing, and agentic AI in customer engagement.

- Lead discovery, value workshops and executive briefings in Italian and English. Build business cases and ROI narratives.

- Design end-to-end architectures and deliver tailored demos, PoCs and technical validation. Address integration with core banking and insurance platforms, security, and compliance. Use Agentforce Voice in Italian where relevant.

- Lead the technical win strategy on complex multi-cloud deals. Manage RFPs and competitive positioning. Orchestrate partners (including Italian SIs), specialists, Overlay and FDE/Architect resources across the South region.

- Stay current on DORA, GDPR, PSD2/open banking, Bank of Italy and IVASS requirements, EBA outsourcing guidelines, MiFID II, Solvency II and data residency. Position Salesforce's trust and EU data-residency posture with Risk, Compliance and Security teams.

- Mentor and coach SEs. Lead by example on demo quality, discovery and storytelling. Contribute to the AI Atelier (AI use cases, patterns, prompts and the vibe-coding club) and to reusable Financial Services playbooks. Support the SE Italy management team on enablement and talent development.

- Work with Product, Industry Solutions, Customer Success, Partners and the South region leadership. Bring customer feedback to the roadmap and drive adoption and value realization.

- Keep opportunity and activity records accurate in Salesforce. Support pipeline reviews and forecast accuracy.

**Required Qualifications:**

- 8+ years in pre-sales, solution consulting or architecture, with significant Financial Services experience in the Italian market.

- Proven record of leading technical strategy on large, strategic enterprise deals.

- Deep knowledge of CRM and digital transformation in banking, insurance or wealth management.

- Strong grasp of generative and agentic AI, data unification, integration and security.

- Executive presence, storytelling and value-selling skills.

- Experience coaching or mentoring peers.

- Fluent Italian and English.

- Bachelor's degree in Business, Computer Science, Engineering, or a related field

**Preferred Qualifications:**

- Salesforce certifications (Financial Services Cloud, Agentforce, Data Cloud, Solution Architect).

- Background in an Italian financial institution, a core-banking or insurance vendor, or a consultancy.

- Hands-on experience with vibe-coding tools (Agentforce Vibes, Claude Code, Cursor) for demos and configuration.

- Experience with regulated-industry compliance in the EU.

**Benefits:**

- The typical base salary range for this position is EUR 70.425 to EUR 94,200 annually.

- In addition to the base salary, this position may offer access to a range of additional benefits including an incentive component which is tailored by grade level.

## Skills

### Required
- CRM
- digital transformation
- banking
- insurance
- wealth management
- generative AI
- agentic AI
- data unification
- integration
- security
- Italian
- English

### Nice to have
- Salesforce certifications
- Financial Services Cloud
- Agentforce
- Data Cloud
- Solution Architect
- vibe-coding tools
- regulated-industry compliance

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Source: [Apply at salesforce.wd12.myworkdayjobs.com](https://salesforce.wd12.myworkdayjobs.com/en-US/External_Career_Site/job/Italy---Milan/Lead-Account-Solution-Engineer_JR363590?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)