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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.
We are hiring a Director of Solution Engineering for Financial Services to lead one of the most senior and strategically important SE teams within Salesforce’s Data Foundation organization.
This team supports Strategic and Enterprise Financial Services institutions across banking, insurance, capital markets, and fintech — organizations operating at the intersection of data, integration, AI, regulation, and digital transformation.
The Solution Engineers reporting to this leader represent some of the most experienced technical professionals in the organization. Many are Principal-level or industry-recognized experts who have spent years building credibility with customers and the field.
This role therefore requires a different type of leader.
*Y***ou will not succeed here by directing activity.**You will succeed by earning followership, sharpening elite talent, and raising the professional bar of the Solution Engineering discipline.
Your responsibility is to:
- Elevate the capabilities of already highly successful professionals
- Ensure our teams consistently demonstrate executive presence and architectural authority
- Align technical strategy with Sales leadership, industry trends, and emerging AI-driven architectures
- Position Salesforce’s Data Foundation (MuleSoft + Informatica + Data360 + AI) as a strategic layer of enterprise transformation
This role sits at the center of how Salesforce engages Financial Services customers around trusted data, enterprise architecture, and AI-enabled business models.
What You Will Do
Lead and Develop an Elite SE Organization
Lead a team of senior and principal Solution Engineers supporting the largest Financial Services customers.
Your role is to:
- Earn credibility with highly experienced technical professionals
- Coach senior SEs to elevate their craft in strategy, storytelling, architecture, and influence
- Identify skill gaps early and drive continuous development
- Build the next generation of Principal SEs, Distinguished SEs, Strategic Client Architects, and Leaders
- Lean-in with our Sales team - AEs, RVPs, and AVP
This leader must be comfortable coaching individuals who may be:
- Have strong technical knowledge and experience
- Industry veterans
- Strong sellers
- or already recognized experts
Your leadership comes through clarity, coaching, and standards.
Raise the Professional Bar of Solution Engineering
You will define what excellence looks like for Strategic/Enterprise Solution Engineers.
This includes elevating:
- Executive communication
- Discovery and problem framing
- Business outcome alignment
- Architectural storytelling
- Demonstration craftsmanship
- Strategic deal orchestration
Your goal is to ensure the team operates as trusted advisors to senior technology leaders, not simply product specialists.
**A trusted advisor is someone whose guidance is sought before decisions are made, not after. **
Drive the Data Foundation Strategy for Financial Services
Financial Services organizations cannot deploy AI without trusted, connected, and governed data.
You will ensure the team can clearly articulate how Salesforce’s Data Foundation enables this through:
- MuleSoft integration architecture
- Informatica data management and governance
- Data360 and analytics
- AI and Agent-driven automation
Your team must be able to guide CIOs, CDOs, CTOs, and enterprise architects through the architectural journey from:
Business outcomes → Algorithms → Architecture → Platform
Partner with Sales Leadership to Win Strategic Deals
You will work closely with:
- AVP
- RVPs
- Strategic AEs
- Client Architects
- Platform SE teams
- Salesforce Core teams
- Informatica teams
- Data360 teams
Responsibilities include:
- Inspecting pipeline quality and opportunity execution
- Providing technical deal strategy for must-win opportunities
- Anticipating risk early (technical, organizational, political)
- Ensuring SE engagement drives confidence, differentiation, and technical wins
You will also help shape account strategies and market narratives, not simply support them.
Establish Technical Thought Leadership
**This role is responsible for shaping Financial Services technical narratives that the field can leverage including novel approaches. **
Examples include:
- Industry architectures for AI-ready data platforms
- Integration and data governance patterns
- Financial Services-specific transformation strategies
- Reusable demos, POVs, and solution frameworks
- New approaches to solutions that require new capabilities
The output of this work must be repeatable, scalable intellectual property, not one-off deal artifacts.
What Success Looks Like
Within 12–24 months:
Your team is recognized internally and externally for:
- Executive credibility with Financial Services customers
- Architectural depth across integration, data, and AI
- Strong partnership with Sales leadership
- Consistent technical differentiation in complex deals
Additionally:
- Senior SEs continue to grow rather than plateau
- New Principal and Distinguished-level talent emerges
- Strategic opportunities increasingly rely on your team’s perspective
Most importantly:
The professionalism of the SE discipline visibly rises across the organization.
What You Bring
Leadership Experience
- 10+ years in Solution Engineering, Technical Pre-Sales, or Enterprise Architecture
- Experience leading and mentoring senior technical professionals
- Demonstrated ability to influence individuals without relying on authority
Financial Services Expertise
- Deep understanding of banking, insurance, capital markets, fintech, or payments
- Familiarity with regulatory, operational, and technology pressures facing the industry
Technical Depth
Strong understanding of:
- Enterprise integration patterns
- API and event architectures
- Data platforms and governance
- AI-enabled business architectures
Executive Presence
Comfort engaging senior leaders including:
- CIO
- CTO
- CDO
- Enterprise Architects
- Line-of-business executives
Leadership Philosophy
A bias for:
- Clarity
- Accountability
- Professional standards
- Continuous improvement
**Your role is to get more out of talented people than they believed they were capable of. **
Why This Role Matters
Financial Services organizations are entering a new era defined by:
- AI-driven decisioning
- Data platform consolidation
- Regulatory complexity
- Digital product innovation
None of this works without a modern Data Foundation.
This role helps define:
- How Salesforce supports that transformation
- How Solution Engineers lead those conversations
- How technical credibility accelerates enterprise change
The Opportunity
This is not a management role.
This is a profession-shaping leadership role.
You will influence:
- How enterprise customers think about architecture
- How Solution Engineers operate as trusted advisors
- How Salesforce’s Data Foundation strategy is executed in Financial Services
If you want to lead elite technical professionals and shape the future of enterprise architecture conversations, this is the opportunity.
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.
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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 $196,700 - $263,060 annually 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 $216,370 - $289,380 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.