Lead Solution Engineer - Financial Services

Salesforce Salesforce · Enterprise · Pune, India

Salesforce is seeking a Lead Solution Engineer for their Financial Services team in Pune, India. This role involves understanding client needs, designing tailored Salesforce solutions, demonstrating capabilities, building strategic roadmaps, and supporting sales cycles. The ideal candidate will have extensive experience in IT, consulting, or technology sales/implementation within the financial services sector, with a strong understanding of CRM and cloud technologies. The role emphasizes client collaboration, thought leadership in digital transformation, and supporting sales with business cases and ROI analyses. While Salesforce uses AI tools in recruiting and mentions AI agents in its product offering, the core function of this Solution Engineer role is not directly building or researching AI/ML models.

What you'd actually do

  1. Understand client needs through targeted discovery sessions; craft tailored Salesforce solutions aligned with business objectives.
  2. Demonstrate Salesforce capabilities via live demos, prototypes, and presentations to various client personas.
  3. Build and articulate clear customer journey strategies and IT roadmaps, highlighting Salesforce’s value proposition.
  4. Lead cross-functional teams to develop comprehensive solutions and articulate benefits to stakeholders.
  5. Support sales cycles with RFx responses, business cases, ROI analyses, and impactful demos.

Skills

Required

  • 12+ 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.

Nice to have

  • 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.

What the JD emphasized

  • Proven experience in pre-sales or solution delivery within Financial Services (Banking, Insurance, Fintechs, NBFCs, Wealth/Asset Management).
  • In-depth understanding of the financial industry's key metrics, customer engagement processes, and ROI justification.