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.