Lead Solution Engineer

Description

The Experience

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. You will engage with senior stakeholders, including C-level executives, to create roadmaps and deliver transformational pitches that showcase Salesforce’s value.

What You'll Actually Be Doing

• 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.
• Customer 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.
• 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. Travel as required for client meetings and workshops.
  
  

• Degree or equivalent; 10+ 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).
• Strong 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.
  
  

• 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.