Lead Solution Engineer - Financial Services

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Sales

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

Applications will be accepted until 07/01/2026.

Role Overview 

The Lead Solution Engineer 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). As a dynamic blend of business consultant and technologist, you will act as the "front door for IT," navigating deeper technical waters to help customers connect with their clients in new ways.

Through collaboration with the customer, internal business stakeholders like Account Executives, Solution Engineering peers, Product Management, Product Marketing, and more, you will develop thoughtful solutions and interact with the entire customer lifecycle. You will guide deal strategy by providing deep insight into the technical and business buyers, acting as a trusted advisor who drives innovation and improves business performance.

Key Responsibilities

• A Solution Engineer plays a pivotal role in aligning innovative strategies to technology solutions within complex accounts. This role focuses on partnering with clients and collaborating with internal team members to drive consensus on multi-product technology solutions across the various Salesforce product lines. 

• Solutions Engineers work on a wide array of assignments including business development, operations and IT strategies, as well as product demonstrations. This person must assume the role of trusted advisor for driving innovative solutions forward while also improving business performance. 

• Business Problem Solving & Solutioning: Take ambiguous and sophisticated business problems, define the opportunity set, and recommend practical next steps. You will discover customer business needs, analyze requirements, and ultimately position the best Salesforce multi-product solutions.

• Architectural Guidance: Convey a deep understanding of the customer's enterprise architecture. Evangelize the value proposition of the Salesforce Platform, including Financial Services Cloud, HeadlessCRM, Hyperforce, Data 360, Agentforce, MuleSoft, and Slack, while educating customers on customization and integration possibilities.

• AI & Data Strategy: Develop technical Points of View (POVs) on the Context Architecture for AI (including RAG, grounding, and real-time data pipelines), Agentic AI Governance, and Hybrid Architecture (human + autonomous enterprise). Run customer-facing hands-on workshops with customers, and partner together for executing POCs (proof of concepts).

• Connect Experiences: Demonstrate through both executive-level and business-level software demos and rapid prototyping how connected experiences come to life. Build customized solutions tailored to multiple personas, showcasing how Salesforce will accelerate their business strategies. Leverage agentic coding solutions (like Claude Code, Cursor, and more) to bring these custom demos to life.

• Innovation & Consensus Management: Bring focus to a client's decision-making process by evaluating solution options (such as build vs. buy) and driving consensus among key C-level collaborators and IT stakeholders.

• Cross-Functional Orchestration: Lead cross-functional solutions guides, align them to the opportunity strategy, and share best practices with the broader Solution Engineering community.

Required Qualifications

• B.S. in Computer Science, Software Engineering, MIS, or equivalent relevant experience.

• Minimum of 5 years of professional experience working in a collaborative team to solve technical problems in varied political environments.

• Deep knowledge of enterprise software applications, relational databases, web technology, integration principles, and process orchestration.

• Experience with machine learning concepts (predictive and generative AI), including GenAI usage experience and the ability to evaluate emerging AI/Data technologies.

• Exceptional executive presence with solid oral, written, presentation, and interpersonal skills to articulate complex topics effectively to both C-suite leaders and technical decision-makers.

• Willingness and ability to travel based on territory alignment.

Preferred Qualifications

• Proven experience working as an architect, solution engineer, IT consultant, developer, or similar position in a customer-facing role.

• Industry experience in Financial Services, with an understanding of regulatory requirements, risk mitigation, and security (e.g., SOX, FINRA, SEC) or core concepts like KYC/AML and loan origination.

• Experience working with agentic code solutions (Claude Code, Cursor, Codex, Agentforce Vibes, etc)

• Salesforce Certifications (e.g., Financial Services Cloud) and/or previous experience as a solution/sales engineer for a CRM company.

• Hands-on experience in roles that required building, implementing, or administering enterprise software

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.

At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $134,750 - $180,250 annually. Your recruiter can share more about the specific salary range for the job location during the hiring process. There is a different range applicable to specific work locations. 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 $100,000 - $108,000 per year. Your recruiter can share more about the specific salary range for the job location during the hiring process. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.